Cash Account highlight in the Portfolio Editor

[Djobydjoba]

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.

[Mark]

Hi Djobydjoba,

Interesting idea, thank you. I can see that being useful.

[ricbertsch]

I agree with that recommendation

[Djobydjoba]

one thing I would appreciate is an option to leave it at the top of the list of investments

Ideally I would like an option to leave at the top of the list ALL the cash type investments, not only the default cash account.

Because I have some portfolios with two cash accounts:

1) the default cash account which is at zero after each transaction, and serves only this purpose:
"Using a default cash account helps maintain a relatively constant portfolio value" (quote for the FM documentation)

2) another cash type investment, where the real available cash is.

The reason is that, in these portfolios, a transaction from cash investment to several mutual fund investments (or the opposite) is not necessarily completed the same day (because some mutual funds have longer transaction time than some others). So to help maintain a relatively constant portfolio value it was better to do like that.

So be able to pin the cash investment #2 too at the top would make more sense in the logic of see at the top the remaining available cash.

But maybe it's a personal specificity that doesn't necessarily make sense to other Fund Manager users, I don't know, in which case it's not so important.

[Mark]

Hi Djobydjoba,

That makes sense, thanks for thinking it through, and sharing this.