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Customizing Toolbar via Portfolio Editor vs Charts

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

Postby ThomasK » Tue Sep 20, 2016 1:18 pm

Regarding customizing the Toolbar at the top of FundManager, right-clicking on the toolbar while having selected either the Portfolio Editor, a Report or a Chart gives different buttons to select.

I like the idea of having a "customized" toolbar appear ...one for when I have a Chart selected, one for when I am using the Portfolio Editor, and yes, another for when using a Report.

However, I see that they don't have the same "universe" to select from. Is it possible in a future release to make the universe the same for either Editor, Reports, and Charts?

Specifically, I noticed that the FM Import and Generic Import selections are not to be found in the Toolbar List for the Editor or Reports. "Notes" and "Alerts" are also seemingly only available through Charts/customizing toolbar.

Thanks,
Thomas
ThomasK
 
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Postby Mark » Wed Sep 21, 2016 8:16 am

Hi Thomas,

Okay, yes, that would be better. Thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby ThomasK » Mon Sep 26, 2016 6:18 am

Thanks for considering.

Hopefully you could make it so that we can print the Portfolio Editor?
ThomasK
 
Posts: 173
Joined: Tue Jun 05, 2012 9:46 pm
Location: Toronto, ON, Canada

Postby Mark » Mon Sep 26, 2016 8:08 am

Hi Thomas,

Yes, I think that would be a good capability to add.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
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