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Graph a "Display Hidden Investments with Activity"

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

Postby Djobydjoba » Sat Sep 16, 2023 6:19 am

Hi Mark,

With the report option "Display Hidden Investments with Activity" checked, and the general option "View hidden investments" is not activated.
In the report, right click on such an investment (i.e. a displayed "hidden investments with activity") > Graph, and select a graph type.
Problem : the correct/asked graph is not displayed (because the investment is hidden in the graph window)

Maybe this may be considered as a bug?
Djobydjoba
 
Posts: 725
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Mon Sep 18, 2023 9:46 am

Hi Djobydjoba,

I see the same issue, thank you. In this case, there are a few options we could implement:

1) Prompt the user that this is a hidden investment, and ask for permission to turn on "View / Hidden Investments/Portfolios" to display it

2) Just turn on "View / Hidden Investments/Portfolios" without prompting

3) Force the graph to display this investment, even though it is hidden.

I'm leaning towards option 1. What would be your preference?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ

Postby Djobydjoba » Mon Sep 18, 2023 10:16 am

As you, option 1 looks good (the better) to me.
Djobydjoba
 
Posts: 725
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Thu Sep 21, 2023 10:08 am

This was also addressed in Beta 4...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Djobydjoba » Thu Sep 21, 2023 1:19 pm

Thanks.

I didn't realize that turning on the hidden investments changes totally the appearance of the report. All the hidden investments with zero values are now displayed in the report. It seems to me that the user doesn't expect that, to make a mess in its report just to see a graph from it... It seems to me the integrity of the report shouldn't be altered in the process.

So now, the option 3) "Force the graph to display this investment, even though it is hidden", looks better to me...

What do you think?
Djobydjoba
 
Posts: 725
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Thu Sep 21, 2023 1:52 pm

Hi Djobydjoba,

That may be better, but that will have to wait for another major release, as it isn't a small change, the way things work currently...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Djobydjoba » Thu Sep 21, 2023 2:48 pm

OK, actually the informative prompt is fine like that too.
Djobydjoba
 
Posts: 725
Joined: Tue Mar 09, 2010 9:39 am


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