Comments, critical feedback, praise, or suggestions for new features.
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- Data Register: show the transaction at the cash account side
by Djobydjoba » Sat May 31, 2025 5:08 am
- 4 Replies
- 241 Views
- Last post by Djobydjoba
Sat Jun 21, 2025 8:55 am
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- Include and Exclude Filter Dialogs
by Bsrr » Fri Jun 13, 2025 12:56 pm
- 1 Replies
- 102 Views
- Last post by Mark
Fri Jun 13, 2025 2:15 pm
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- Automatically un-hide to also turn on price retrieval
by Nisse » Tue Dec 24, 2024 3:57 pm
- 3 Replies
- 795 Views
- Last post by Mark
Tue Jun 10, 2025 1:20 pm
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- Categories: hide unused entries
by Djobydjoba » Sat May 31, 2025 8:25 am
- 1 Replies
- 313 Views
- Last post by Mark
Sat May 31, 2025 9:47 am
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- Year End ETF Adjustments
by tktf » Wed Apr 02, 2025 11:31 am
- 1 Replies
- 30541 Views
- Last post by Mark
Wed Apr 02, 2025 2:55 pm
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- log files
by JeanneMarie » Wed Mar 19, 2025 11:57 am
- 1 Replies
- 2101 Views
- Last post by Mark
Thu Mar 20, 2025 9:06 am
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- Help file on bond purchases & accrued interest
by JeanneMarie » Sat Mar 08, 2025 12:45 pm
- 4 Replies
- 1085 Views
- Last post by JeanneMarie
Mon Mar 10, 2025 12:38 pm
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- "Random" price/time range selection mode for a stock
by Wayne McCracken 1 » Thu Feb 27, 2025 2:43 pm
- 4 Replies
- 693 Views
- Last post by Mark
Fri Feb 28, 2025 3:08 pm
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- Expand/Collapse sub-porfolio tree state memorized
by Djobydjoba » Sat Oct 26, 2024 4:48 am
- 3 Replies
- 1146 Views
- Last post by Mark
Tue Feb 25, 2025 4:50 pm
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- next release
by 4Profits » Fri Feb 21, 2025 7:41 am
- 3 Replies
- 741 Views
- Last post by Mark
Fri Feb 21, 2025 1:03 pm
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- Portfolio Editor: reaching an investment with keyboard
by Djobydjoba » Mon Feb 10, 2025 12:49 pm
- 2 Replies
- 1156 Views
- Last post by Djobydjoba
Mon Feb 10, 2025 1:27 pm
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- Add "Yield 7y" Column Choice
by cbavaro » Sat Jan 25, 2025 2:29 pm
- 4 Replies
- 1287 Views
- Last post by Djobydjoba
Sun Feb 02, 2025 2:42 am
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- AUTOMATC DATA BACKUP
by F. Hudson Miller » Tue Jan 28, 2025 11:32 am
- 1 Replies
- 597 Views
- Last post by Mark
Tue Jan 28, 2025 1:16 pm
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- More slots to handle more currencies
 by Djobydjoba » Tue Jan 21, 2025 2:06 pm
- 1 Replies
- 786 Views
- Last post by Mark
Tue Jan 21, 2025 2:31 pm
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- Composer.trade
by papa3.14159 » Fri Jan 17, 2025 7:56 am
- 0 Replies
- 738 Views
- Last post by papa3.14159
Fri Jan 17, 2025 7:56 am
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- Vanguard Transaction Download
by janfl133 » Sat Jan 11, 2025 11:16 am
- 1 Replies
- 738 Views
- Last post by Mark
Sat Jan 11, 2025 1:18 pm
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- notes/memos in reports
by JeanneMarie » Wed Dec 18, 2024 9:27 am
- 3 Replies
- 1127 Views
- Last post by Mark
Sun Dec 29, 2024 9:26 am
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- Discrepancies in category names and order
by Djobydjoba » Sat Nov 02, 2024 3:27 am
- 5 Replies
- 1613 Views
- Last post by Mark
Wed Dec 18, 2024 4:39 pm
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- TA graph: main graph in full screen when no lower indicator
by Djobydjoba » Fri Sep 16, 2022 11:49 am
- 5 Replies
- 4225 Views
- Last post by Mark
Sun Dec 01, 2024 5:06 pm
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- TA graph: Share Price Display auto switch
by Djobydjoba » Sat Nov 30, 2024 8:40 am
- 1 Replies
- 724 Views
- Last post by Mark
Sun Dec 01, 2024 8:43 am
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- New Request 11-24
by 4Profits » Tue Nov 26, 2024 10:05 am
- 3 Replies
- 952 Views
- Last post by Mark
Wed Nov 27, 2024 10:12 am
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- Crash on trying to reoncile an invalid account
by CGB » Fri Nov 22, 2024 6:03 am
- 1 Replies
- 799 Views
- Last post by Mark
Fri Nov 22, 2024 9:17 am
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- Date range pop-ups for retrieving historical price
by Djobydjoba » Sat Nov 09, 2024 12:10 am
- 1 Replies
- 890 Views
- Last post by Mark
Sat Nov 09, 2024 9:25 am
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- Data Register Request
by marshg246 » Sun Oct 27, 2024 8:12 am
- 1 Replies
- 858 Views
- Last post by Mark
Sun Oct 27, 2024 8:21 am
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- More airy report layout
by Djobydjoba » Sat Oct 12, 2024 10:48 am
- 1 Replies
- 905 Views
- Last post by Mark
Sun Oct 13, 2024 11:24 am
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- Find command and no result
by Djobydjoba » Wed Oct 09, 2024 11:12 am
- 1 Replies
- 872 Views
- Last post by Mark
Thu Oct 10, 2024 2:11 am
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- Portfolio Editor - Quick access most used portfolios
by Djobydjoba » Thu Oct 03, 2024 11:10 am
- 1 Replies
- 954 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
- 931 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
- 991 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
- 4696 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
- 2691 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
- 1046 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
- 1004 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
- 1249 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
- 1022 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
- 1059 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
- 1625 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
- 4149 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
- 3696 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
- 10376 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
- 4207 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
- 1784 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
- 6539 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
- 4242 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
- 1665 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
- 9309 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
- 2433 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
- 5276 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
- 2390 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
- 2282 Views
- Last post by Mark
Sat Apr 27, 2024 5:40 pm
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