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Req: Backup dir determined by setting in MasterPortfolio

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

Postby rlaggren » Mon Apr 05, 2021 10:11 am

Not in FM installation configuration.

Hi Mark

Not huge, but maybe a nice convenience at some point, depending on persons' work flow and such.

At present it appears that GeneralOptions/Data sets the backup dir for the FM installation as a whole, which then applies it to any/all MasterPortfolios one might open. Right now I have two master portfolios I work on frequently as well as a couple others infrequently. When I exit FM or other times it backs data up, it puts the backup in the same dir for all portfolios.

With my typos and hazy head, any extra layer of error-proofing is helpful. In that light, keeping backups with the source portfolio (in its own dedicated backup directory) looks better than writing all backup data into the same dir.

It appears that FM carries some settings in the master portfolio already, so maybe this wouldn't be too big a change...


Regards,
Rufus
rlaggren
 
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Postby Mark » Mon Apr 05, 2021 11:05 am

Hi Rufus,

Okay, thanks for the feedback. Yes, some preferences are global, and others portfolio file specific. The data backup location is currently global.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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