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Investment Properties.

Comments, critical feedback, praise, or suggestions for new features.

Postby aviator » Sat Dec 01, 2018 8:12 am

Hi Mark,

May I suggest that *any* investment property that could apply to the same security held in multiple sub-portfolios be allowed to "Apply To All Investments With Matching Symbol".

For example, the Internet Retrieve tab does not allow the server selection to be applied to all securities with the same symbol. Would be nice if did, especially if the advanced options could be applied everywhere.

Thanks.
aviator
 
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Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Sat Dec 01, 2018 4:11 pm

Hi aviator,

Okay, thanks for the feedback. We do offer this capability in the Advisor version (Edit / Symbol List...), where it is common to hold the same investment in many different accounts (for each client). This is one of the differentiating features between the Personal/Professional and Advisor versions. I understand it can be helpful in many cases even for the individual investor though.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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