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Sorting/grouping investments in lists and Portfolio Editor

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

Postby Djobydjoba » Sun Jul 29, 2018 6:52 am

Hi,

Some suggestions again... :wink:

In Fund Manager there are drop-down lists to select investment(s) in many commands / dialogs. The investments are sorted in these lists alphabetically.

I had found laborious to find an investment among many in these lists. The reason is there can be a variety of investment types in a selected sub-portfolio: indexes, mutual funds, exchange rates, etc, and when all investments are mixed it's messy.

So I chose a workaround some years ago: to prefix each investment name depending of its type:
* cash
# index
#:relative strength
#.exchange rate
#-spread
#·yield
and no prefix for investable investments (ETF, mutual funds, stocks...)

This achieves the two goals I wanted:
- in the dropdown lists, investments are sorted by type (at least for the non investable investments), then by name. It's better organized and more handy to retrieve an investment.
Screenshot: http://image.noelshack.com/fichiers/201 ... h02-01.png
- last but not least, in the right part of the Portfolio Editor the investments can now be displayed by type then by name, which I wanted too. Currently this is otherwise not possible to sort like this in the Porfolio Editor .
Screenshot: http://image.noelshack.com/fichiers/201 ... h00-01.png


Cons: The display can look a little cumbersome, and the name of investments a little strange for other people when sharing (reports). Not very flexible too.

So, it would be nice:

- to have the ability to display the Investments in the drop-down lists grouped by Investment types then sorted by name.
For example: http://image.noelshack.com/fichiers/201 ... h45-01.png

- same in the Portfolio Editor, grouping (headers) would be nice!
For example: http://image.noelshack.com/fichiers/201 ... h32-02.png

If grouping/headers is not feasible/wanted for some reasons, at least the ability to sort by two criteria would do the trick. In this request: sort by investment type first then by investment name.

Thanks!
Djobydjoba
 
Posts: 711
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Mon Jul 30, 2018 5:16 pm

Hello,

Thanks for the idea. We can consider this. In the Portfolio Editor if you sort twice, once by item 1 and the second sort by item 2 you will get what you're describing.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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