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Accessibility of sample portfolio(s) to try the program

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

Postby Djobydjoba » Sat Feb 10, 2024 2:16 pm

Hi Mark,

Sometimes I try to promote your great program, and to invite people to try it.

It seems that, on a fresh install / evaluation, when the program is open for the first time, the New Portfolio Setup Wizard is displayed, and the user have already some work to do to enter some data, new investments, etc. And if he clicks on Cancel on the New Portfolio Setup Wizard dialog then the FM window is totally blank. It seems a bit austere as a initial contact with the program... At first launch, why not inviting the user to open a (some) demo portfolio(s) with some data already created, with which he can test quickly the features of the program? I know there are some sample portfolios available in the Documents\Fund Manager folder, or in the Start menu, but a new user will not necessarily find them easily (?). Maybe offering to open a/some sample portfolio(s) as an alternative choice of the New Portfolio Setup Wizard?
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Postby Mark » Sun Feb 11, 2024 9:19 am

Hi Djobydjoba,

Thanks for the idea/feedback, I can see how that would be better for someone just starting out.
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