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Version 12b1

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

Postby sandie » Tue Oct 30, 2012 10:30 am

I was delighted to see features added that I suggested. Also, the ALL feature added to the Data Register was sorely needed. I only need the Personal version so I cannot help with some of the more elaborate needs. Here are a few comments (mostly display issues).

1. Data Register:
A. Share Balance only shows significant digits (ignores global setting for share decimal places).
B. Share Balance & Market Value numbers use left justified display. As far as vertical alignment goes, readability is not very good especially if you have a Cash Account displayed. It looks worse yet if the user also uses a currency symbol.

2. Buy or Sell Transaction:
A. Computed Total: Should have a space between currency symbol and the numbers (much easier to read).
B.I have always wondered about the action of (Value=Shares*Price). If you tab past the Value field to insert Shares and Price, the answer is computed internally but is NOT displayed in the Value box. You have to tab backwards or click in the Value box with the mouse for it to display here and in the Total:
C. Here would be another place to remove the default last known price because I cannot see it hardly ever being correct. Maybe you see that differently.

Keep up the good work. It took me quite a while just to read the change list. That is always a good sign!
sandie
 
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Postby Mark » Tue Oct 30, 2012 10:50 am

Hi sandie,

Thanks for the nicely detailed feedback, this is helpful. Just a couple comments...

2b) We recommend filling in value and shares, and tabbing to the price field. This ensures any rounding goes into the price, instead of the value or share fields.

2c) For stocks I would agree. For mutual funds though, this can be useful since you typically buy at the closing price.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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