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Rebalance Report Tweak

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

Postby stevetone » Thu Nov 18, 2010 2:05 pm

Not a huge deal, but it would be nice to have the Allocation Target list on the Rebalance report dialog in a sorted order rather than an "as created" order.
stevetone
 
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Location: Stoughton, WI

Postby Mark » Thu Nov 18, 2010 3:48 pm

Hi stevetone,

You can do this. See the top level "Sort" menu while viewing this report.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Posts: 11835
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Location: Chandler, AZ

Postby stevetone » Fri Nov 19, 2010 3:47 am

Mark wrote:Hi stevetone,

You can do this. See the top level "Sort" menu while viewing this report.


I wasn't very clear. I was referring to the dropdown list box where you select the Allocation Target model prior to generating the report.

That list is unsorted.
stevetone
 
Posts: 45
Joined: Mon Apr 28, 2008 6:49 am
Location: Stoughton, WI

Postby Mark » Fri Nov 19, 2010 7:50 am

Hi stevetone,

Ah, okay, I understand now. Thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11835
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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