Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Cash Account highlight in the Portfolio Editor

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

Postby Djobydjoba » Sat May 04, 2024 3:19 am

It would be nice if the default cash account could have optionally a special treatment in the right part of the Portfolio Editor, to stand out better. E.g. one thing I would appreciate is an option to leave it at the top of the list of investments, whatever the sort. This pinning would always display the cash account first, to see easily the remaining cash to invest. An idea could be to make the option available when right clicking to a column header, something like '"Pin cash account at the top", so it could be easily and quickly activated or not depending on the needs of sorting. Maybe there could be other ways too to make the cash account stand out in the list.
Djobydjoba
 
Posts: 732
Joined: Tue Mar 09, 2010 9:39 am

Postby Mark » Sat May 04, 2024 9:24 am

Hi Djobydjoba,

Interesting idea, thank you. I can see that being useful.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11353
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby ricbertsch » Mon May 06, 2024 5:07 am

I agree with that recommendation
Richard G. Bertsch CFP(tm)
ricbertsch
 
Posts: 94
Joined: Tue Mar 14, 2017 9:43 am
Location: Somers Point NJ


Return to Feedback

Who is online

Users browsing this forum: No registered users and 2 guests

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