Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Streamlining creation of linked subportfolios

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

Postby DukeWeston » Wed Dec 06, 2023 3:54 pm

Creating linked sub-portfolios takes a lot of clicks. At least eight clicks for each, assuming the target portfolio is visible without scrolling in the dropdown in the dialog for Assign Sub-portfolio Link Target. Unfortunately the dropdown opens at the bottom of my portfolio tree. Defaulting to All Accounts might be more useful and intuitive.

One of the clicks is a seemingly unnecessary checkbox simply to open the dropdown. Why is that necessary?

How about enabling Alt-Drag to create a linked sub-portfolio, in the same way that Ctrl-Drag copies a sub-portfolio? That would be the fastest action. Alt-Drag-Drop currently seems to just do a Move, the same as Drag-Drop without the Alt key.

Another option could be to use the existing context menu Right-click->Copy followed by a new option for Paste as Linked Sub-Portfolio.
DukeWeston
 
Posts: 28
Joined: Mon Feb 08, 2016 9:47 am

Postby Mark » Wed Dec 06, 2023 4:23 pm

Hi DukeWeston,

One of the clicks is a seemingly unnecessary checkbox simply to open the dropdown. Why is that necessary?


I believe you're asking about the "Link To:" checkbox? The "Link To:" checkbox turns on the link property. We need a way to turn on/off the link attribute, and this is it.

Using Alt-Drag is a reasonable option to speed up creation of link subs. Thanks for the ideas/feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11588
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Feedback

Who is online

Users browsing this forum: No registered users and 3 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.