Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Closing portfolio with hidden investments warnings

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

Postby OnYourOwn » Mon Jun 01, 2009 2:58 am

Would be nice when closing a portfolio with hidden investments that a warning message is displayed informing one of this fact.

I've spent a-bit of time correcting my errors when I'm restructuring hierarchy and close portfolios with hidden (zero balance) investments.

I know, one should un-check Hidden Investments/Portfolios before closing portfolios, but one has a tendency to forget when they are hidden.
OnYourOwn
 
Posts: 23
Joined: Sun May 10, 2009 11:54 pm

Postby Mark » Mon Jun 01, 2009 9:24 am

Hi OnYourOwn,

Excellent point. We'll plan on adding the number of investments (hidden and un-hidden) to the existing warning that comes up when you close a sub-portfolio.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11313
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 32 guests

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