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investment name vs. symbol

General questions about using Fund Manager that do not fit into any other forum.

Postby jerryo » Sun May 18, 2008 6:16 pm

can something be done (perhaps somewhere in preferences) about this thing that drives me crazy:

POWERSHS DB MULTI-SECT COMM DB PRECIOUS METALS ...
... and believe me the name doesn't end here

vs. seeing just its symbol:

DBP

why do i have to see the names at all ? they show up everywhere ... i'd like to turn'm off - all is done by symbol anyway.

please tell me that there is a way.

thanks
jerryo
 
Posts: 7
Joined: Thu May 15, 2008 12:45 pm

Postby Mark » Sun May 18, 2008 6:40 pm

Hi jerryo,

It depends where you are looking? If you're looking in the Portfolio Editor, you can customize which columns are displayed, by using "View / List Columns...". If you are looking at a report that "Lists By" "Investment", then many of these reports, do default to showing the name in the first column. I'll see what we can do about making an option to show the symbol instead of the name here. If you are looking in the Data Register, this also lists by name. It would be good to add some options to choose using symbol or name.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby WhiteFox » Wed May 21, 2008 11:41 am

I'd like to voice my agreement with Jerry. Display of the ticker symbol as default in all modes, especially the data register, would be preferable. Actually, display of the investment name is of minor importance to me, except perhaps in the reports section.

-WhiteFox
WhiteFox
 
Posts: 10
Joined: Wed Oct 31, 2007 10:08 am

Postby Mark » Wed May 21, 2008 3:16 pm

Hi WhiteFox,

Appreciate the feedback...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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