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Openting FM Investments Slow

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

Postby ricbertsch » Thu Oct 07, 2021 7:06 am

Recently when opening up Advisor FM the process has slowed down significantly while loading the investment. It appears that there may a duplicate Loading Investment Screen Running in the background. The same happens when doing an Auto backup up.
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Thu Oct 07, 2021 8:56 am

Hi ricbertsch,

Do you maybe have multiple Report windows open that are doing some calculations? If you close all report windows (Window / Close All Reports), save your portfolio (File / Save Portfolio), and then exit/re-start, does it open faster?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ricbertsch » Thu Oct 07, 2021 9:21 am

Mark:

Sorry I should have explained that I did eliminate those reports. What happen is that I originally had another Portfolio that I was working with that had the Reports Open however I noticed that I had lost my Client List. So I closed that out with the reports open. Then used a backup that had the client list and have been working with that since. Earlier today I thought that it was the the Old Portfolio with the Reports Still opened and so I opened that back up and deleted those reports. I then went back into the Portfolio that I had switched to (with client list) However, I am still having a very slow process of opening and backing up the investments. Hopefully this make sense.
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Thu Oct 07, 2021 9:42 am

Hi ricbertsch,

So, what is displaying on the screen while this slow process is happening?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ricbertsch » Thu Oct 07, 2021 9:55 am

The "Opening Portfolio's Investments" Rectangular Block with blank grey background.

See Attached
Attachments
FM Opening Screen.docx
(22.31 KiB) Downloaded 141 times
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ

Postby Mark » Thu Oct 07, 2021 10:04 am

Once it opens, if you go to "File / File Operations / Set Data Location..." what does it show for your "Current Location"?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11252
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ricbertsch » Thu Oct 07, 2021 10:14 am

Within your suggestion I found that the Data was in muliple locations. So it automatically merged all the data and TADA all is fine.

Thank You Sir!
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 93
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ


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