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Fund Manager 2020 Beta 2 Available

Look here for important announcements about Fund Manager

Postby Mark » Tue Sep 24, 2019 4:29 pm

An updated beta version of Fund Manager 2020 is available. If you would like to help beta test this version, please visit:

Fund Manager 2020 Beta

A list of new features is also available from the above link. Changes in this beta 2 version from beta 1 include:

  • Added Investment Type (Investment_type) and Currency (Currency_N_D) as available fields when creating user-defined Custom report fields. See online help for details on how to use these fields.
  • Added a "Bar (Base 0)" display for the seasonality graphs
  • Added an option to the Find dialog to set the default seach sub-portfolio to either "Search Context" or "Top Level"
  • Changed keyboard shortcuts for investment based graphs (Ctrl/Shift + <number>) to only apply to top-most investment, instead of all. Consistent with how arrow/home/end keys work.
  • When creating a new graph window from the top level Graphs menu the active sub-portfolio is the same as any existing top-most graph, instead of the top level sub-portfolio
  • Fixed issue where keyboard shortcuts would not work in Report windows while cursor was over a data line
  • When collapsing all sub-portfolios, the list view is now updated to reflect the just collapsed sub-portfolio
  • Fixed bug where "Find Sub-Portfolio…" command would display in Personal/Professional versions (should have been removed)
  • Fixed bug where the Portfolio Editor would not always be placed in the foreground when clicking on search results
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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