Investment order

[finnsol]

After upgrading to FM 2016 ordering investments in a portfolio (ALT I / Enter) does not place the first investment asked for on top. The actual inv. stays put.
Kind regards, Finn

[Mark]

Hi Finn,

What window are you in, and what type of data are you looking at? Where are you looking at your investment stack order? Are you selecting an investment from the "Investment" top level menu?

[finnsol]

Window: Portfolio of say 8 stocks.
Graph: Share Price - MA Overlay
In top bar I select: Investments - then: Order.
Eventually stock no. 5 is displayed.
I manage / order the stack: 1 2 3 4 5 6 7 8 - press enter and expect stock 1 to be displayed.
But no - it's still stock 5

Kind regards, Finn

[Mark]

Hi Finn,

So, you're looking at a graph window with an investment based graph, and you choose "Investments / Order...", set the order, and then when you press OK the top-most investment is not displayed? If you look under the "Investments" menu after you order the investments, are they listed in the order you specified?

Is it maybe because you're selecting a "cash" type investment at the top, and you have the option to not graph cash type investments selected? You can check this option at "Graphs / Options / Display... / Hide Cash Type Investments on Investment Based Graphs".

[finnsol]

Hi Mark,

Yes to your first 2 questions.
1. The top-most investment is not displayed.
2. The order of the investment-list is correct.

I do not know of any cash type investment.
And it's the same problem whether the "portfolio" is made of stocks,
indices or exchange rates.

[Mark]

Hi Finn,

If you turn on "View / Hidden Investments/Portfolios" does that fix the problem? If so, your investments may be marked as cash type investments, with that option on that I mentioned. See "Investment Properties..." to verify your investment type. If that still doesn't fix the problem, please give me a call at 480-705-0129 and we can do a quick web meeting, where I'll take a look.

[finnsol]

"View / Hidden investments/Portfolios" is marked ON.
I'm quite certain the investment-properties in all portfolios are correct: a stock is a stock etc.

I have zipped my whole FundManager to my public dropbox.
You are welcome to have a look if I can mail a link to your private mail-box.

Kind regards, Finn

[Mark]

Hi Finn,

You can email us the link to your data by sending us an email on this form:

https://www.fundmanagersoftware.com/email.html

Please also include some instructions to help reproduce the issue if we need anything more than described here.

[finnsol]

Hi Mark,
I have mailed a link to my dropbox.

Kind regards, Finn

[Mark]

Hi Finn,

What portfolio file (*.mm4) shows the problem? There were many...

[finnsol]

All of them!...

[Mark]

I tried with your most recently modified one, and couldn't reproduce the problem. I opened "Oanda.mm4" and the EURUSD investment is displayed. I click on "Investments / Order..." and select some investment (Powershares...) and press "Top" and then Ok. That Powershares investment is now shown. If this same step doesn't work for you, please make a backup using "File / Backup..." and email me this *.FMB file. There may be some other preference you have set different than my setup.

[finnsol]

In the "Oanda" portfolio try to scroll to anything else than EURUSD.
Show one investment at a time (not 4 - not 9).
Display for ex. GBPUSD.
Then choose: Investments -> Order.
Resulting topmost investment is GBPUSD - not EURUSD which I asked for.

I hope you can reproduce this issue.

Kind regards, Finn

[finnsol]

More precisely: The list order is right (EURUSD on top).
But if the current investment displayed is GBPUSD then the key-sequence: ALT I -> Order was a nifty way to jump to the first investment in the ordered list (i.e. EURUSD).

I'm afraid I can't explain it better

[Mark]

Hi finnsol,

It sounds like you want to turn on the option:

Graphs / Options / Display... / Scrolling Investment Based Graphs Changes Investment Stack Order

If you have that option off, what you described will be the expected behavior. When you scroll to GBPUSD it is just moving the position in the investment stack order being displayed, not changing GBPUSD to be on top of the investment stack. Turn that option on, and you should get the behavior you're looking for.