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Memorized Graphs (investment overlay)

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

Postby CGB » Sun Mar 22, 2020 8:29 am

Hi Mark,

Any news on development of memorized graphs?

I am using the save portfolio function, however I have many investment overlay graphs and it is difficult to navigate to the one I want to consult at the moment.

This would be a fantastic feature.

Thank you.

CGB
CGB
 
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Postby Mark » Sun Mar 22, 2020 8:34 am

Hi CGB,

Okay, thanks for the feedback. We can consider this for a future major update.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby osinv » Sat Nov 27, 2021 2:24 am

I add my vote to this too, thank you.

Oscar
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Postby osinv » Sun Nov 28, 2021 11:18 am

Actually, it'd be perfect if we can somehow also save a layout with them, like the one shown.

Image

Thanks,

Oscar
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Posts: 45
Joined: Thu Oct 12, 2017 7:03 am

Postby Mark » Sun Nov 28, 2021 1:25 pm

Hi Oscar,

You can do this now with your portfolio file. If you set up the windows the way you want, and use "File / Save Portfolio...", the next time you open that portfolio file (which usually happens automatically on startup), all your windows will be restored as you had them last when you saved the portfolio.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 10212
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby osinv » Mon Nov 29, 2021 2:01 am

Thank you Mark, that's what I actually do but since I also use another set of three windows simultaneously -with the portfolio editor and a couple of reports-, switching between the two layouts require 4 clicks -one per graph window- or 3 clicks -one for the portfolio editor + 1 for each report- hence it'd be good to be able to save each layout and just click once to switch between them.
osinv
 
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Postby Mark » Mon Nov 29, 2021 8:02 am

Hi Oscar,

Okay, understood. Restoring multiple saved graph windows, and their positions would be something more than just memorizing a graph, like we do with memorized reports. We'll have to give it some thought.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 10212
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby osinv » Tue Nov 30, 2021 1:16 am

Being able to memorize the overlaid investment graphs would be the priority for me, I understand the additional complexity of saving layouts.

Thank you,

Oscar
osinv
 
Posts: 45
Joined: Thu Oct 12, 2017 7:03 am


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