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Open Lots Suggestion

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

Postby hipped1 » Sat Nov 02, 2019 5:10 am

I think a good enhancement would be to improve the efficiency associated with viewing open lots for an individual investment.

Currently, to view open lots for a stock from the portfolio editor screen, I select reports, open lots, deselect all in portfolio, scroll through the list of investments, and then click done.

I was thinking of an option that would make that process much quicker and more efficient.

Create a right click menu option "open lots" that would bring up the open lot report for the selected investment with date settings as of today. The right-click menu option would be available in portfolio editor as well as from the graphs.

Thank you for the consideration.
Mark
hipped1
 
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Postby Mark » Sat Nov 02, 2019 6:52 am

Hi Mark,

Thanks for the suggestion, I can see that being helpful.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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