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Suggestion for the help text of Portfolio Editor

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

Postby DukeWeston » Thu Apr 11, 2024 7:03 am

Some investment attributes are not available as columns in the Portfolio Editor - for example "Update Price When Retrieving Transactions".

I was troubled by this until I remembered that I might be able to use a custom report to list this, and indeed I could. However some users might not think to do this. I suggest updating the help text for the Portfolio Editor Columns to Display Dialog to help such users.

For example "Some investment data fields are not available as columns in the Portfolio Editor but can be shown in a custom report".
DukeWeston
 
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Joined: Mon Feb 08, 2016 9:47 am

Postby Mark » Thu Apr 11, 2024 1:32 pm

Hello DukeWeston,

Thanks for the suggestion, we'll add this text to that help file.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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