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

Postby 4Profits » Fri Feb 21, 2025 7:41 am

Mark,
This comment is for the Professional version
1. When you have multiple portfolios say for: IRA's, Roths and Kids, you often have the same investment in them. It would be nice if you could Add / Delete things like Alerts and Notes to be prompted - to add / Delete from all active positions for that specific symbol.
2. Be able to show the alerts crossing Above or Below the moving average. (It would have to be on a MA trend)
3. Allow us to change the color of Alert lines maybe yellow for a warning, Green for Buy, and Red for sell.
4. On the Properties | Custom tab allow us to move the fields up or down in the list in the edit operation. After you have been using them for a while you may want to add or re-group them without having to go back and re-typing all of them. Also, use the fields in the legend text.
Long time user, Jim
4Profits
 
Posts: 167
Joined: Sat Feb 09, 2008 1:02 pm

Postby Mark » Fri Feb 21, 2025 10:49 am

Hi Jim,

Understood, thanks for the feedback. On #4, do you mean be able to put custom investment properties into the graph legends? If so, this is already available. When inserting a field, see the fields:

[[INVCIP01]] - [[INVCIP10]]
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11823
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby 4Profits » Fri Feb 21, 2025 11:58 am

Thanks, I did not realize that. Have you ever allowed us to do math in ledger text.
4Profits
 
Posts: 167
Joined: Sat Feb 09, 2008 1:02 pm

Postby Mark » Fri Feb 21, 2025 1:03 pm

You can't do math in the legends. I was trying to show that range of 10 custom investment property fields is available.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11823
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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