Would it be possible to incorporate an "... are you sure?" dialog box when exiting to insure that you do intend to save either the Investments or Portfolio (in case where both are checked in "options")?
Interruptions can lead to entry errors and research time to correct may have to be delayed. The ability to close without saving the work would help. However, the majority of the time closing and saving is preferred.
I keep both Investment and Portfolio Saving checked on exit. It would be nice to have an option to override this preference when I click exit.