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Edit of posts other than 1st post

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Postby fundman247 » Sun May 04, 2014 4:31 am

Hello Mark,

Please indicate if there is a way to edit a post inside a thread. It seems like only the text of the new topic - 1sr posting can be changed.

Also I would like to know if you can provide a means of converting .dat files back from vers 13 to vers 10.

This is due to the freezing I get in vers 13.

The reason is due to the many transactions - over 100 that have been done since my backup before installing vers 13 would take quite a bit of time. These 100 were all done manually.

Regards.
fundman247
Don't stay in bed....unless you can make money in bed - George Burns
However beautiful the strategy, you should occcasionally look at the results - Winston Churchill

Remeber and practise it!!!!!!
fundman247
 
Posts: 135
Joined: Mon Mar 29, 2010 11:34 am
Location: South Africa

Postby Mark » Sun May 04, 2014 9:53 am

Hi fundman247,

Yes, you can edit your posts. In the upper/right corner of each post are some icons, and one of them is "Edit". Just click that and you can modify your prior post.

Sorry, no, we don't have a converter that translates from 2014 to 10.x. The only way would be to restore from a backup made in 10.x.

I'm hopeful that if you can share your data/settings we can reproduce the problem. Once we reproduce it, we can get it fixed.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11835
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby fundman247 » Sun May 04, 2014 11:36 am

Hi Mark,

I have tried the edit at the top but it only opens the first text placed and not any reply from me after you have answered the original post.

As far as the freezing is concerned over the many years I have had a few issues that we could never replicate. This might also be on of them as it happens at random.

After my last post(in the graphs section) I had a freeze after I changed no data but merely went from instrument price&distr to portfolio gain. In that instance my processor was idling at about 30% with about 20% memory used.

Due to the fact that I do about 10-30 trades a day that I have to input manually the sooner I go back to vers 10 the less work I will have or if you can tell me what info you need. The portfolio is very big with 202 instruments and the backup file would be about 50MB big.

It seems like a funny which only I have experienced.
Don't stay in bed....unless you can make money in bed - George Burns
However beautiful the strategy, you should occcasionally look at the results - Winston Churchill

Remeber and practise it!!!!!!
fundman247
 
Posts: 135
Joined: Mon Mar 29, 2010 11:34 am
Location: South Africa

Postby fundman247 » Sun May 04, 2014 11:38 am

Please ignore the edit portion. I have now seen the edit block in each of my posts and not just in the 1st portion of the thread.

Regards.
Don't stay in bed....unless you can make money in bed - George Burns
However beautiful the strategy, you should occcasionally look at the results - Winston Churchill

Remeber and practise it!!!!!!
fundman247
 
Posts: 135
Joined: Mon Mar 29, 2010 11:34 am
Location: South Africa

Postby Mark » Sun May 04, 2014 11:54 am

Hi fundman247,

I would need the backup file (*.FMB). You can zip it up, so that it is smaller, and then email it as an attachment to me. Alternatively, you could post it on Dropbox or something like that, and send me a link. Whichever is easier for you... As long as the email attachment is less than 25MB it should come through.

Another option would be for you to give me a call on Monday, and I can connect into your computer, and we can take a look together, and see if we can't reproduce it.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11835
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby fundman247 » Sun May 04, 2014 12:39 pm

I have created a backup and will be sending it in a .zip file shortly.

Sending it to your support@domain address.

Please confirm when you have received the file.

As a short term solution I can try to safe all investments before I use the portfolio gain option as it seems it is this function in FM that causes the freezing.

Would it be possible to work out a time tomorrow (after 17h00 GMT)to use teamviewer. I will check my Teamviewer a few hours before we connect and confirm if everything is working from my side.

I am using Teamviewer vers 9.

Regards.
Don't stay in bed....unless you can make money in bed - George Burns
However beautiful the strategy, you should occcasionally look at the results - Winston Churchill

Remeber and practise it!!!!!!
fundman247
 
Posts: 135
Joined: Mon Mar 29, 2010 11:34 am
Location: South Africa

Postby Mark » Sun May 04, 2014 1:45 pm

Hi fundman247,

Thanks for sending the data file. I believe I see how the problem may be happening. If you change your graph yields to "TWR" that causes a very extensive calculation, given the very large number of transactions you have. Can you confirm that this problem happens only when you are using TWR yields? You can set this under "Options / Yields / Time-Weight Returns".
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11835
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby fundman247 » Sun May 04, 2014 1:55 pm

Due to the fact that I started getting no ROI listed above my graphs I did change to TWR during the week that I started getting the problem of freezing.

It seems you have correctly identified the problem. I will go back to ROI and see if the freezing stops.

Regards.
Don't stay in bed....unless you can make money in bed - George Burns
However beautiful the strategy, you should occcasionally look at the results - Winston Churchill

Remeber and practise it!!!!!!
fundman247
 
Posts: 135
Joined: Mon Mar 29, 2010 11:34 am
Location: South Africa

Postby Mark » Sun May 04, 2014 3:07 pm

Hi fundman247,

Okay, thanks for the help. We'll also look into seeing about improving this TWR calculation speed for very large data sets.
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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