Hi Mark,
I was thinking about the time consuming aspect of maintaining the investments in Fund Manager. Indeed, it is VERY time consuming. Personally, I think I have spent dozens of hours setting, changing, customizing the investments (their properties). With new ideas for doing things (aha moments) come the necessity to change the investments properties and, when we have several hundreds investments, this is a lot of work, a lot of mouse clicks, clicks, clicks... This is the bottleneck of Fund Manager's flexibility. Several nice commands are here to bulk change a property, but they are not always straightforward / relevant to use, in particular when we want to target some specific investments. And several (if not many) properties are not covered by these commands (categories, custom properties, etc..).
IMO, it is lacking the functionality to bulk change the properties of the selected investments: in the Portfolio Editor, selection of the investments we want to change (with Ctrl+click for example) > right click > Properties, to access a dialog where we can set the properties we want to bulk change. The dialog could be very similar to the current Investment Properties dialog, but adapted for multiple selection / bulk change. (In the same way as a music tagging tool, the dialog would permit to apply the same (set of) property(ies) for all the selected investments, or to change (access) quickly a property for each selected investment one at a time).
This implementation to bulk change the properties of selected investments seems so natural / intuitive, it has always surprised me to not find it. This would save us many hours of work and many many clicks.
Moreover, a logical extension of this functionality would be an option to display the investments recursively in the right part of the Portfolio Editor (display all the investments in the selected portfolio AND its sub-portfolios). This option would permit to selection of all the investments we want before doing a bulk change of properties.
Thanks.