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Sum of Hidden Investments.

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

Postby aviator » Sun Oct 13, 2013 2:59 pm

Hi Mark,

I usually put together a request of my most wanted improvement as we get nearer to a new release. (I'm assuming we're getting close, as we're already on v12.6.)

This time, I have just one request: Add a line item to reports, a row, that sums the values of hidden investments. As it stands today, the total of a column may not be the sum of the investments due to hidden investments. This can be very confusing.

A row that says "Sum of Hidden Investments" (or something like that) would be nice. Even nicer would be to click on that row to see exactly which hidden investments have contributed to the amount, without having to click on the menu to view all hidden investments.

Thanks for listening.
aviator
 
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Postby Mark » Mon Oct 14, 2013 9:41 am

Hi aviator,

Interesting idea, thanks. I can see that being helpful. This does often cause confusion when investments with value are marked as hidden.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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