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Re: Enhancements

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Posted by James Plummer on March 24, 2007 at 09:57:30:

In Reply to: Re: Enhancements posted by Mark on March 20, 2007 at 12:21:49:

Mark,
1. The description field is small for a note,I would just like to have some custom fields that I could put on the screen to put notes or comments in. Presently I change the labels on some of the fields to do that, but they are limited and then I cannot use them as was intended. For example I like do some foreign stock buying and I would like to use a field to put the exchange in. I also like to track the source of my recommendation, weather it was my research or an investment letter. Also when the original recommendation was, so I can go back and review the original writeup. If is is a straddle option I like to tie the options together with notes to explain the strategy.

2. Different alert colors for different levels.
- Orange - Take note issue an alert if it crosses. Reset if it clears and alert the next time it crosses.
- Yellow - Alert and E-Mail with warning message if this crosses. Reset if it clears and alert again at the next cross.
- Red - Alert, and E-Mail with Sell message.

Note that I have different E-Mail messages for different alert levels and different tracing colors.

TYPE Color
Alert
Warning
Sell
The Sky is falling



: : : Mark,
: : : I just downloaded version 8.3 and am reviewing any new features. Have you given any thought to adding the following:
: : : 1. Add a comment or note field. This could then be displayed on the graph with the legend text option. It would give the user someplace to put visual notes. Another option would be to display the last entered note.
: : : 2. Different colors for alerts.
: : : 3. Set of global automatic alerts - 10% orange, 20% yellow, 25% bright red.
: : : 4. Give us a form to set up multiple alerts at one time.
: : : 5. Rework of the color setup feature. A worksheet overlay of a chart listing the items and available colors. As you select the colors chart would show the change sort of WYSIWYG, or allow a right mouse click on the item on a chart and select the color from there.

: : Thanks for a great product.

: Hi James,

: 1) There is already a "Description" field that you can use for investments. You can customize the legend to display this text. See "Graphs / Options / Legend Text...".

: 2) You can set the alert marker color. Is this what you're looking for, or do you want to set the color differently for different alerts?

: 3-5) Thanks for the feedback, these would be good improvements, we can consider for 9.0...

: Thanks,
: Mark
: --
: Fund Manager - Portfolio Management Software



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