Note Problems

[4Profits]

Mark,
I have about many portfolios for watching stocks, different industries (Green, AI, Defense ...) but one main portfolio for the family. Inside that Portfolio are about 10 sub portfolios that are for Roth's, IRA's, Trust's and Kids. Some stocks appear in multiple sub portfolios. I then copy all the investments to a new master portfolio called All Holdings.
I have started using the Note feature to display a note on the screen of stocks that are V-Bearish, Bearish, Neutral, Bullish or V-Bullish. I" had all the stocks almost done two days ago when I fat fingered a key combination that locked FM up. Usually when I do that FM comes back if I let it sit but this time FM shut down and I lost all of my new notes (I had not been saving the investments - My Bad. So I started over and after each sub portfolio I saved the investments and the portfolio. Most of these new notes were configured as Label only with a custom color. This morning when I restarted most of them were gone again and so were the custom colors. So today I am starting over but putting a comment in each note and no custom colors. I also reworked all my alerts for the stocks but did not lose any of those that I see so far.
My question is there a max number of notes allowed per investment or per license or do you know of any problems with the notes.

[Mark]

Hi 4Profits,

Sorry to hear about that, I know that can be frustrating. No, there is no limit to the number of notes. I'm also not aware of any problem with storing/recalling the notes. What if you make a couple of notes, save the investments, and then exit/re-start FM? Do the notes come back properly?

[4Profits]

Some of them did. I have not noticed a pattern but will keep an eye open for one. As a side note in a future release it would be nice to be able to create Notes, Alerts and Properties once and have them applied to all stocks with the same Ticker if you select a ticker box to apply to all investments with the same ticker. For all versions. I think this is available in the Adviser version, but I am not an advisor but use the professional version.
Thanks,
Jim

[Mark]

Hi Jim,

Okay, if you are able to reproduce this again, please let me know.

Understood on the idea to set these items across investments by symbol. Thanks for the feedback.

[4Profits]

I Rebooted the computer and restarted FM and have not seen it again but I have only done a few so far. "I will keep an eye out.
Thanks for considering the symbols request.
jim