Comments, critical feedback, praise, or suggestions for new features.
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- Portfolio Editor - Quick access most used portfolios
by Djobydjoba » Thu Oct 03, 2024 11:10 am
- 1 Replies
- 69 Views
- Last post by Mark
Fri Oct 04, 2024 8:45 am
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- Switching to Tiingo quote servers
by LynneB » Tue Oct 01, 2024 9:16 am
- 1 Replies
- 50 Views
- Last post by Mark
Tue Oct 01, 2024 4:11 pm
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- Drawdown chart
by Djobydjoba » Fri Sep 27, 2024 3:04 am
- 1 Replies
- 95 Views
- Last post by Mark
Fri Sep 27, 2024 10:31 am
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- Text string length (custom properties...)
by Djobydjoba » Fri Sep 20, 2024 11:28 pm
- 1 Replies
- 3644 Views
- Last post by Mark
Mon Sep 23, 2024 1:12 pm
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- Distribution Marker on Graph
by gmow » Mon Sep 16, 2024 10:20 am
- 1 Replies
- 1919 Views
- Last post by Mark
Mon Sep 16, 2024 10:33 am
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- Custom Properties - Apply to all with same symbol
by Djobydjoba » Fri Sep 06, 2024 3:07 am
- 1 Replies
- 268 Views
- Last post by Mark
Wed Sep 11, 2024 11:24 am
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- Open graph in a new window / Shift double-click in the P.E.
by Djobydjoba » Fri Sep 06, 2024 1:14 am
- 1 Replies
- 197 Views
- Last post by Mark
Wed Sep 11, 2024 11:07 am
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- retrieve transactions dates
by JeanneMarie » Wed Sep 04, 2024 11:14 am
- 3 Replies
- 236 Views
- Last post by Mark
Thu Sep 05, 2024 12:53 pm
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- Web News feature extension
by Djobydjoba » Mon Sep 02, 2024 7:19 am
- 1 Replies
- 212 Views
- Last post by Mark
Mon Sep 02, 2024 10:16 am
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- report preferences / hidden investments
by JeanneMarie » Fri Aug 23, 2024 12:25 pm
- 1 Replies
- 256 Views
- Last post by Mark
Fri Aug 23, 2024 12:55 pm
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- Quick way to copy investment Name/Symbol/CUSIP to clipboard
by Djobydjoba » Fri Aug 16, 2024 9:19 pm
- 1 Replies
- 694 Views
- Last post by Mark
Sat Aug 17, 2024 9:23 am
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- The risk of losing investment manual sorting with Ctrl+S
by Djobydjoba » Mon Jul 22, 2024 5:52 am
- 5 Replies
- 2810 Views
- Last post by Mark
Sat Aug 03, 2024 12:48 pm
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- Cash Account highlight in the Portfolio Editor
by Djobydjoba » Sat May 04, 2024 3:19 am
- 4 Replies
- 2358 Views
- Last post by Mark
Fri Aug 02, 2024 11:09 am
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- Copying an investment
by Djobydjoba » Sat Jun 29, 2019 3:58 am
- 15 Replies
- 6337 Views
- Last post by Mark
Tue Jul 23, 2024 4:25 am
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- Graphs: close price line alternative for better accuracy
by Djobydjoba » Fri Feb 02, 2024 5:46 am
- 4 Replies
- 2859 Views
- Last post by Djobydjoba
Mon Jul 15, 2024 11:11 am
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- Button in the toolbar to hide/unhide invest./portf.
by Djobydjoba » Thu Jul 04, 2024 11:39 pm
- 1 Replies
- 919 Views
- Last post by Mark
Fri Jul 05, 2024 8:51 am
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- Visibility of Portfolio Editor column headers
by Djobydjoba » Fri May 15, 2020 11:55 am
- 7 Replies
- 4846 Views
- Last post by Mark
Sat Jun 08, 2024 9:40 am
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- Idea: Reports on Web portal or "Smart" Subportfolios
by DukeWeston » Fri Dec 08, 2023 7:34 pm
- 3 Replies
- 2966 Views
- Last post by Mark
Sun Jun 02, 2024 10:38 am
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- List type for custom properties (with report filtering)
by Djobydjoba » Sun Jun 02, 2024 2:59 am
- 1 Replies
- 877 Views
- Last post by Mark
Sun Jun 02, 2024 10:36 am
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- retrieve/reconcile after FM update/upgrade
by JeanneMarie » Tue May 14, 2024 6:54 pm
- 4 Replies
- 6651 Views
- Last post by JeanneMarie
Sat May 18, 2024 2:54 pm
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- Show the value of the cash account in the Data Register
by Djobydjoba » Wed May 15, 2024 12:18 am
- 1 Replies
- 1675 Views
- Last post by Mark
Wed May 15, 2024 9:25 am
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- report list/palette
by JeanneMarie » Fri Mar 13, 2015 12:02 pm
- 5 Replies
- 3998 Views
- Last post by Mark
Sat May 11, 2024 9:38 am
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- variable life ins.
by JeanneMarie » Sat May 11, 2024 8:41 am
- 1 Replies
- 1632 Views
- Last post by Mark
Sat May 11, 2024 9:33 am
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- Additional Custom Investment Property Fields
by B2B_Investing » Sat Apr 27, 2024 2:56 pm
- 1 Replies
- 1495 Views
- Last post by Mark
Sat Apr 27, 2024 5:40 pm
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- Differentiate trendlines in log and arithmetic scales
by Djobydjoba » Sat Apr 20, 2024 2:01 am
- 2 Replies
- 1889 Views
- Last post by Djobydjoba
Sun Apr 21, 2024 6:09 am
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- Some feedback on FM 2018 beta
by Djobydjoba » Sat Sep 09, 2017 3:56 am
- 50 Replies
- 30220 Views
- Last post by Djobydjoba
Sat Apr 20, 2024 11:41 pm
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- Default date for a new transaction
by Djobydjoba » Thu Apr 18, 2024 10:24 am
- 2 Replies
- 2021 Views
- Last post by Djobydjoba
Thu Apr 18, 2024 2:32 pm
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- Control of "Create New Investments as Needed"
by DukeWeston » Sat Apr 13, 2024 11:35 am
- 3 Replies
- 2124 Views
- Last post by DukeWeston
Tue Apr 16, 2024 5:36 am
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- Investment Overlay graph improvements
by Djobydjoba » Fri Oct 20, 2023 8:51 am
- 3 Replies
- 2516 Views
- Last post by Mark
Sat Apr 13, 2024 10:23 am
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- Suggestion for the help text of Portfolio Editor
by DukeWeston » Thu Apr 11, 2024 7:03 am
- 1 Replies
- 1402 Views
- Last post by Mark
Thu Apr 11, 2024 1:32 pm
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- Bug with the vertical scrollbar of the Portfolio Editor
by Djobydjoba » Mon Apr 08, 2024 2:13 pm
- 1 Replies
- 1697 Views
- Last post by Mark
Mon Apr 08, 2024 6:03 pm
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- First price of a calculated investment
by Djobydjoba » Sat Jan 06, 2024 10:13 am
- 9 Replies
- 5333 Views
- Last post by Djobydjoba
Wed Mar 27, 2024 10:21 am
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- Cancel a trendline drawing
by Djobydjoba » Sat Mar 23, 2024 5:38 am
- 1 Replies
- 1556 Views
- Last post by Mark
Sat Mar 23, 2024 11:25 am
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- A more powerful note system
by Djobydjoba » Fri Oct 20, 2023 8:10 am
- 6 Replies
- 4005 Views
- Last post by Houstonwb
Mon Mar 18, 2024 1:25 pm
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- Dialog for New Investment File Format
by DukeWeston » Thu Mar 14, 2024 6:30 pm
- 1 Replies
- 1608 Views
- Last post by Mark
Thu Mar 14, 2024 7:19 pm
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- futures capability
by mli2001 » Sun Mar 10, 2024 5:53 am
- 7 Replies
- 2736 Views
- Last post by Mark
Thu Mar 14, 2024 4:53 pm
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- Reports: "Investment Display" option for watchlists
by Djobydjoba » Sat Mar 09, 2024 11:10 am
- 3 Replies
- 2209 Views
- Last post by Mark
Sun Mar 10, 2024 4:42 pm
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- Rebalance report changes
by Quentin » Sun Feb 25, 2024 6:58 am
- 1 Replies
- 1728 Views
- Last post by Mark
Mon Feb 26, 2024 9:15 am
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- Accessibility of sample portfolio(s) to try the program
by Djobydjoba » Sat Feb 10, 2024 2:16 pm
- 1 Replies
- 1782 Views
- Last post by Mark
Sun Feb 11, 2024 9:19 am
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- Y scale legend right-sided in graphs
by Djobydjoba » Fri May 08, 2020 8:49 am
- 5 Replies
- 4666 Views
- Last post by Mark
Sat Feb 03, 2024 9:56 am
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- Pie Chart Labels
by MDAnderson » Mon May 06, 2013 7:57 am
- 3 Replies
- 3922 Views
- Last post by Mark
Tue Jan 23, 2024 9:40 am
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- Quickly reach a price date in the Data Register
by Djobydjoba » Sat Jan 06, 2024 10:54 am
- 2 Replies
- 1962 Views
- Last post by Djobydjoba
Mon Jan 08, 2024 1:01 pm
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- Add percentage to graphs
by Ivan » Tue Jun 02, 2015 10:14 am
- 7 Replies
- 7644 Views
- Last post by Mark
Mon Dec 11, 2023 3:01 pm
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- Streamlining creation of linked subportfolios
by DukeWeston » Wed Dec 06, 2023 3:54 pm
- 1 Replies
- 2091 Views
- Last post by Mark
Wed Dec 06, 2023 4:23 pm
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- Small focus issues (Portfolio Editor)
by Djobydjoba » Fri Dec 01, 2023 9:23 am
- 1 Replies
- 2212 Views
- Last post by Mark
Fri Dec 01, 2023 10:15 am
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- Time-saving ideas for editing investment properties
by DukeWeston » Thu Nov 30, 2023 3:32 pm
- 1 Replies
- 1940 Views
- Last post by Mark
Fri Dec 01, 2023 10:00 am
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- Idea: Add "Next Year" to Period selector in Report settings
by DukeWeston » Thu Nov 30, 2023 1:39 pm
- 1 Replies
- 1826 Views
- Last post by Mark
Thu Nov 30, 2023 2:35 pm
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- Custom Investment Properties: Hyperlink
by MattGMT » Fri Mar 17, 2023 1:15 pm
- 5 Replies
- 3475 Views
- Last post by Mark
Thu Nov 30, 2023 2:30 pm
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- On Edit menu, Properties shortcut key is not shown
by DukeWeston » Sun Nov 26, 2023 3:00 pm
- 1 Replies
- 1987 Views
- Last post by Mark
Mon Nov 27, 2023 8:25 am
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- Day Count Basis column on Portfolio Editor
by DukeWeston » Fri Nov 24, 2023 8:07 pm
- 1 Replies
- 1906 Views
- Last post by Mark
Sat Nov 25, 2023 9:07 am
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