Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

List type for custom properties (with report filtering)

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

Postby Djobydjoba » Sun Jun 02, 2024 2:59 am

Hi Mark,

In the Custom Investment Properties dialog that would be great to have a type: "Text - List" too. A set of text values the property can take could be specified here. In the Custom tab of the Investment Properties dialog a drop down menu would allow to select the desired value among the possible values in the list.

This would permit to create too boolean choice (yes / no) or any other useful list. The list is limited to predefined values, which makes it easier to enter data and avoids typing errors. Too, this could offer new possibilities to categorize the investments, in addition to Investment Type / Investment Goal / Asset Type / Sector. (without the ability to break down in %, though).

Too, I would really like to have this "Text - List" type property to be filterable in the Report Filter dialog, as the other categories (Asset Type, etc.). So to be able to filter in or out the investments depending on the value of this list-type custom property:

ReportFiltering.png
ReportFiltering.png (7.32 KiB) Viewed 975 times


Thanks.
Djobydjoba
 
Posts: 794
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sun Jun 02, 2024 10:36 am

Hi Djobydjoba,

Understood, thanks, I can see this being useful.
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: Google [Bot] and 1 guest

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