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Portfolio Editor - Quick access most used portfolios

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

Postby Djobydjoba » Thu Oct 03, 2024 11:10 am

I have a quite consequent portfolio tree (left part of the Portfolio Editor). On a daily basis I often access the same few sub-portfolios. The portfolio tree is not always very convenient to quickly switch between them. The Portfolio menu of the Portfolio Editor is very empty, maybe could be added an history of the last sub-portfolios accessed in the Portfolio Editor (e.g. the last 5). Or maybe even better (because more control on the subset), the ability to add as favorites into this Portfolio menu (or elsewhere) some sub-portfolios for quick access.
Djobydjoba
 
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Postby Mark » Fri Oct 04, 2024 8:45 am

Hi Djobydjoba,

Interesting idea, thanks for the feedback/ideas. Favorites might be especially interesting.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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