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Investment Overlay graph improvements

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

Postby Djobydjoba » Fri Oct 20, 2023 8:51 am

1) When there are many investments added in Investment Overlay graph, the investment names in the upper legend become too truncated, so unreadable.

https://i.ibb.co/7p8ntTk/20231020-ven-13h38-01.png

Suggestion: from a certain point, arrange investment names on a second line for less truncated names.

2) In the dialog below, this is a quite annoying to have to remove investment one by one from the list. Please implement the ability to remove several investments from the list at once.

20231020-ven.17h43-01.png
20231020-ven.17h43-01.png (28.16 KiB) Viewed 478 times


PS: same for the investment selection, it would be more efficient if several investments could be selected at once before clicking "Add-->". Why not a system similar to the "Select Investments to Display" dialog which allow the selection of several investments to show on graphs window?
Djobydjoba
 
Posts: 718
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat Oct 21, 2023 12:42 pm

Hi Djobydjoba,

Good points, thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11297
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby Djobydjoba » Sat Apr 13, 2024 2:23 am

In the Investment Overlay graph, IMHO the "Overlaid Investments..." entry could be directly above Edit All Data, for easier/quicker access (as in the TA graph the "Technical Analysis" entry, in the Seasonality graph the "Seasonality Options" entry, etc.), because in the Investment Overlay graph type the purpose is precisely to manipulate and change the Overlaid Investments, so we want the least friction as possible to access this dialog.

20240413-sam.10h48-01.png
20240413-sam.10h48-01.png (9.83 KiB) Viewed 29 times

I personally find that the process of selecting / changing the investments to overlaid lacks efficiency currently, it is quite tedious to select/manage the investments we want. The ability to filter the entire list of available investments by just typing a string (eg. the name of the investments that contain "s&P 500") to narrow the list would permit to reach quickly the investments to add to the "Overlaid Investments" list, that could be efficient!

Thanks.
Djobydjoba
 
Posts: 718
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat Apr 13, 2024 10:23 am

Hi Djobydjoba,

Okay, makes sense, thanks for the feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11297
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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