I re-post a tread of several time ago, and I hope some ideas will be applied for next version:
- multiple selection: can I select 2 or more investment and apply some changes? i.e.: server retrieve, hidden status, or so on...
- please add some customizable category else ... I think that only two (inv. goal and assett allocation) are too poor to describe investments, especially for mutual funds (I'm interested in adding some info from mornignstar or other information site). I'd prefer 4 category with 10 items per category instead of 2 category with 25 items... This could be more flexible
- finally, but more important: I don't understand why investment file contains investment transaction too
I think it could be better to have a unique file with investment-specific data (price, characteristics and soon) that cannot change between portfoloio, and I store portfolio-specific data (transaction and so on) in specific portfolio.
In this way I can link the same investment info to more portofolios (like prices, assett etc. ), and each of them could contain several transaction. And I have more controlo of investment. Or not?
Many thanks.