Watch List version of Portfolio Editor

[gmsimon]

Mark:

A suggested significant improvement:

You have several very nice potential display columns for the Portfolio Editor. The use of some of them can depend on the type of sub-portfolio being monitored/viewed, however.

If a 'Portfolio Type' switch existed as a separate Portfolio property ("Watch List" or "Non-Watch List"), one could then have 2 Portfolio views using a totally different set of display columns.

For instance, on a Watch List type portfolio, columns such as Unrealized Gain, Cost basis per Share, # of Shares, etc. are irrelevant. It would be nice to replace these with a number of your other columns - especially some of the custom columns.

Might you one day consider expanding the power of the Portfolio Editor to include this capability?

Gary

[Mark]

Hi Gary,

Thanks for the feedback. I do like that idea. We could allow you to save named templates, and easily switch between them. Each template would remember a different setting for which list view columns are displayed, and their order.

[gmsimon]

Mark:

Even better. That would be an exciting new feature! Thanks for listening.

Gary

[gmsimon]

One last thought - maybe a 'default' template for each sub-portfolio would be a nice touch as well.

[Mark]

Hi Gary,

Now you're getting fancy... Thanks for the feedback.

[gmsimon]

Any chance this is still on the 'to do' list for down the road?

[Mark]

Hi Gary,

Yes, it is still on the list of features we'll consider. The list is long, and unfortunately we can't do everything we'd like, but it is still on the list. I do agree this would be a nice feature.

[KAY]

I have a more modest request on this subject. I use two copies of Fund Manager, one on my desktop and the other on my laptop for when I travel. You can imagine the problems keeping the column display in both machines in sync. I am sure FM must keep the setting somewhere in a file. Where is it and can I just do a quickie copy of the file from one machine to another so the two will match up? Thanks.

[Mark]

Hi Kay,

The column preferences are stored in the registry. If you transfer your data between computers by doing a backup/restore, just make sure you include the registry preferences in the restore, and that will copy over the column preferences.

[KAY]

Thanks for the quick reply. I store my portfolio in an external drive. This way, I can just pick up my laptop and go without worrying about the data. I will try the restore route when I get home.