Recalculation times in the process of unhiding an investment

[Djobydjoba]

Hi Mark,

I'm an active stock investor / trader.
I enter all my transactions manually.

Frequently I repurchase a stock previously sold so I have to unhide it first. I find the process a bit tedious:
1) Display all the hidden investments
2) Enter the transaction for the desired investment (the option "Automatically un-hide investments with new transactions" is on, so I don't have to unhide manually the investment at this step)
3) Do not display all the hidden investments.

But because my list of investments (hidden and active) in my portfolio(s) is becoming very large, at step 1 several seconds (approximately 5 sec) are necessary for Fund Manager to recalculate / build the list of investment and to display it in the Portfolio Editor, during which FM is unresponsive. At step 2, when I validate the transaction, the entire list is recalculated again (with hidden investments still displayed, so approx. 5 seconds again), at step 3 the list is recalculated again but this time it is faster because the hidden investments doesn't take part in the calculation.

All this process is bearable (not a tremendous issue at this point) but IMO lacks a bit of smoothness, and calculation times for re-displaying the list will tend to deteriorate further as I'll continue to trade new stocks.

(PS: my computer is quite up-to-date, the CPU is not a formula one but in the good standards: CPU AMD Ryzen 5 3600; 32 Gb of RAM; fast SSD)

My idea is that if we could selectively unhide a particular investment without having to display all hidden investments first, the process would be smoother.

For this purpose maybe we could use the Find command. When we search for an investment with this command and click on it to display it in the Portfolio Editor, if it is hidden this dialog appears:

20250729-mar.10h30-01.png (4.94 KiB) Viewed 63 times

So the suggestion would be to rearrange this dialog to give the user three choices instead of two:
1) Display hidden items
2) Unhide this investment [without displaying hidden items]
3) Do nothing

So an alternative process to the one I've described at the beginning of this post would be:
1) Find command > Search for the investment to unhide > Unhide it (without displaying all the hidden investments)
2) Enter the transaction and validate
Done

There would be 2 recalculations of the list of investments (at step 1 and 2), instead of 3 recalculations, and the recalculations will be faster because the hidden investments would not be displayed at all in the process.

Edit: I realize there are other parameters to consider, like the hidden portfolios...

[Mark]

Hi Djobydjoba,

Thanks for the feedback/idea. I can see that being useful in this use case.

For now though, here are some ideas you may look at to speed up this 5 second delay.

1) Check how many open report or graph windows you have. See the top level "Window" menu. At the bottom of this Window menu is a list of all open windows. If you have some you don't need, closing them will speed things up.

2) In the Portfolio Editor, look at what columns you're displaying. Some of them are much more calculation intense than others. Specifically, any tax basis/gain type fields can slow things down. You might experiment turning off some and seeing if the speed benefit is worth it to you for giving up the display of this field. The fields are turned on/off under "View / List Columns...". You could even save different templates for the PE list view, so you could have one for normal operation, and one when you're doing data entry. Right mouse click on the list view column header to save/recall templates.

[Djobydjoba]

No report open
Just one graph window open (MA Overlay Share price)
The investment number in my portfolio is approx. 250. (hidden + active)
Yes, in the Portfolio Editor I have some columns like : OOP Current % Gain, OOP Current Gain, OOP Historical %Gain, OOP Historical Gain and Yield (Inception)

I've just removed the Yield (Inception) column (I didn't really need it) , and it seems a bit faster. Thanks for the advice. I'm not willing to remove the other columns though.
Using column templates is something not practical from my perspective.

I still think that it could be handy / fast if the Find command could be used to unhide only one investment, instead of having, each time, to display all the hidden investments, remove the hidden property for the desired investment, then remove all the hidden investments from display again.

[Mark]

Hi Djobydjoba,

Okay, understood. Thanks for the feedback/idea.