A few minor improvements I hope to see...

[CeSinge]

I use FM daily for about a good year now, and recently upgraded to the Pro version. Most of these are small details, simple to implement.

So here goes:

• Investment and portfolio related Graphs should remember their last settings automatically. So if I set a graph to be over 3 months, of such type, it should remember it without me having to save it explicitly.
• The precision of a trailing alert (Pro version) should be 1/10th of a percent. That's surely easy to change. There is a big difference between 1 and 2 % ! (Trailing on fixed + or - values would also be nice).
• Alerts should not vanish from a graph, once triggered. Maybe, the alert line on the graph should be green initially and red once triggered. But it should surely not disappear.
• An easier way to modify alerts. The record a new alert button is only for new alerts. Currently on has to go Data Register/Data Type/Alert; a toolbar button would be cool.
• The ability to copy to a new investment, without linking to the original one. Once I've created an investment and set all settings, properties, I'd want to copy it to create a new one. It seems if I do that, all changes to the 'copy' are also changes to the original; so I mean, the copy should have it's own DAT file.
• A way to reliably verify that historical updates to investments were successful, for all values and investments.

And no, I don't expect this for tomorrow morning, but knowing the responsiveness of the Admin of this site, some changes may happen soon.

[Mark]

Hi CeSinge,

Good points, thanks for the feedback.

[CeSinge]

While some improvements were already in v12, one more:

• In the portfolio Editor, Update Single Investment - Repeat: add a small button to delete the values for the given day. Motivation: sometimes, when entering data from a site, one forgets to skip a weekend. It could be easily corrected if there was a possibility to delete one or two days without leaving the dialog.

[Mark]

Hi CeSinge,

Okay, thanks for the idea. It sounds like you already know this, but I wanted to make sure you saw that you can delete prices for all investments for a given date. You can't do it from within that price update dialog, but there are the "Delete Price" commands where you can delete prices from one or all investments for a specified date.

[CeSinge]

Honestly, I didn't know...
And I also realized that there are very handy keyboard shortcuts for the price edit boxes.

I did quite some manual data entry these days, so here is some refinement, based on the above:

[list][*]In the Update Price (single or multiple investments) - Repeat dialogs: press the d key anywhere to delete the current date and associated values for the current investment(s). The d is far enough from u and the j, so it will not happen by mistake. This avoids having to leave the dialog box when one forgets to skip a holiday or weekend.[/*]
[*]Add a Skip Weekends check box somewhere, whereby weekend days would be automatically skipped. It should be enabled by default.
[*]Deactivate the keys around u j i k o l, so the keys y h n m , . / ; [ because hitting them forces to renter the day completely (fat fingers... ). To be good, those keys should be disabled, not the letters, because on some international keyboards, the results may be different.
[*]On the Delete prices - One day (one or all investments), the [Delete] button should not close the dialog box, allowing to delete several individual dates. Rename the Cancel button to Close, to close the dialog.
Thank you,