Hi Mark,
Another request/suggestion again (sorry, I know this is too much): be able to order manually the sub-portfolios in the portfolio tree. Probably this request has been made before.
Until now I did with the alphabetical order, trying to find appropriate sub-portfolio names to order them the way I want (at least for the upper levels of hierarchy). But this is constraining.
I know I can add a numbering in the sub-portfolio names to sort them the way I want, but I don't want that. It doesn't look nice in the program and in the reports.
This ability to order manually the sub-portfolios would be a next level to the flexibility of the sub-portfolios tree, and to new ideas to organize / prioritize our sub-portfolios (and I guess for the Advisor version, clients).
And why not, beside the manual order, be able to reorganize sub-portfolios at a same level of hierarchy by other criteria: by number of investments in the sub-porfolio, or by total value in the sub-portfolio, or by recent activities (transactions) in the sub-porfolio...
Thanks