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Feature wish - New Instrument dialog - buy dialog

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

Postby hzi5507 » Mon Sep 11, 2017 10:04 am

Hi Mark,

when i add a new instrument, i have to specify informations about the new position.
I can enter: Date, Price, Shares
I can not enter: Commision, and Exchange Rate

The Fields Commission and Exchange Rate can only be entered with a buy/sell transaction, after the instrument is created.

This forces me to do it in two steps:
1. Create the investment and enter the required fields
2. Update the transaction and add the cost and exchange rate

Would by helpfull, when i can specify the same fields for a transaction when i add a new instrument, as when i add a buy/sell transaction.

Thanks
Hansjörg Zimmermann
hzi5507
 
Posts: 15
Joined: Fri Sep 08, 2017 3:56 pm

Postby Mark » Mon Sep 11, 2017 2:56 pm

Hi Hansjörg Zimmermann,

Okay, understood. You actually can record commission in the New Investment dialog, but not the transaction specific exchange rate. Make sure the investment type is set to "Stock" and not "No Load Mutual Fund". The Commission field is only shown for certain investment types.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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