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Little bug in Correlation matrix report

Questions on using, creating, or understanding data in Fund Manager reports.

Postby Djobydjoba » Sat Jun 07, 2025 7:24 am

Nothing happens when selecting "Category Labels..." entry in the contextual menu in the Correlation matrix report.
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Djobydjoba
 
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Postby Mark » Sat Jun 07, 2025 9:51 am

Hi Djobydjoba,

Thank you, I see this too. We'll get it fixed.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11804
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Djobydjoba » Sat Jun 07, 2025 12:29 pm

While we're at it, seems two other little things with the report "Monthly Performance":

1) If I right click a line (year) of this report > Edit All Data, the Data Register opens but the sub-portfolio selected in it is not the correct one (not the sub-portfolio of the report)

2) Right click a line (year) of this same report > Graph, only the investment graphs are offered in this menu. Maybe the section with the portfolio graphs is missing too from this menu, as with some other portfolio-oriented reports? E.g. in the Correlation Matrix:

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PS: + another minor issue in the help, on the page "Report Filter Settings Dialog": the link "Capital Gains" on the sentence "Capital Gains reports also have the the following options:" is incorrect. (and 4x "the the" on the page :wink: )
Djobydjoba
 
Posts: 819
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Tue Jun 10, 2025 1:18 pm

Hi Djobydjoba,

1) Thanks, I see this too. Sometimes it works, sometimes not. Something isn't right...

2) I'm not sure why that graph doesn't have the option for Portfolio based graphs. Seems like an oversight...

Thanks for the corrections for the online help. We'll get that fixed.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11804
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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