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FIND FEATURE

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

Postby robert1 » Sun Oct 28, 2018 5:41 pm

It may already be available, but if not please consider adding a find feature in future versions where a symbol or verbiage can be entered and found ore easily.
THANKS Mark!!
robert1
 
Posts: 24
Joined: Fri Jul 24, 2009 1:22 pm

Postby Mark » Mon Oct 29, 2018 8:24 am

Hi robert1,

Sounds useful, thanks for the feedback/idea.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby aviator » Sat Dec 01, 2018 8:01 am

+1.

I, too, would find that feature useful.

The workaround I use to find investments is this:
1) Go to the Investment Performance report.
2) In the report settings, list by Investment, then click on Filter.
3) Select Symbol and enter appropriate information.
4) The resulting report will show in which portfolios the security lives.

Mark, interestingly in this particular setting, a user is allowed to "List By" symbol or investment.
When Investment is selected from the dropdown, a user is allowed to filter by symbol.
However, when Symbol is selected from the dropdown, the filter list is grayed out and the user cannot filter. Seems counter-intuitive to allow filtering by symbol when investment is selected, but not allow it when symbol is selected.

Thanks.
aviator
 
Posts: 419
Joined: Thu Jul 09, 2009 4:47 am

Postby Mark » Sat Dec 01, 2018 4:08 pm

Hi aviator,

Okay, thanks for the feedback. It is just a program limitation that when listing by symbol you can't do all the filters. It definitely could be added, but that configuration isn't currently supported.
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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