Hi Mark,
I just wanted to say thank you for some previous changes to FM.
- Adding Price Updates for TSP
- Adding alert type to emailed alerts
- Adding a notes field (memo) to emailed alerts
Here is my Wishlist of New Functionality / Enhancements. I am not sure how it stacks up against what others want, but here is a consolidated listing. I added references back to the forum posts where each are detailed. If they are valuable to you, please chime in so Mark can rank them accordingly in his development roadmap.)
High Priority/High Value (No good or easy workarounds inside or outside FM to achieve)
1. Be able to filter Graphs as Reports can be filtered (specifically by Investment Goal but a preference for all)
viewtopic.php?f=5&t=4055
2. Percent Change Over Time Alert (New alert type)
set an alert by specifying the parameters of % change (positive or negative) and the time period (in days or weeks). This is an alert type different from a moving average or stop-loss alert.
viewtopic.php?f=7&t=3574
3. Addition of geography as a data element on the same hierarchy as Asset Type, Sector, etc. Even just a simple % that can be allocated like asset type or sector would be a large step forward in managing international diversification. (I am not sure there is a source you can pull that data from but that would be nirvana!)
viewtopic.php?f=3&t=4036
Medium Priority / Good Value (Have workarounds, but would save time or centralize tasks to FM)
4. Rebalance report drill down maintains filter from the Rebalance report
viewtopic.php?f=4&t=4034
5. Alerts Driven by Dates not Price
(i.e. to remind about actions for non-CUISP investments whose alerts cannot be driven off a price change. This could be applied to a CD renewal)
viewtopic.php?f=3&t=3479
Low Priority / Good Value (Have workarounds that solve the issue. Would be nice)
6. Add real-time Moving Average Trigger Price to the Alert Data-Entry Window
viewtopic.php?f=7&t=3575
7. Enter Fixed Price Alerts as a Percentage
viewtopic.php?f=7&t=3575
As always Mark, thanks for an excellent product and considering the above.
Jason