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2014 Beta question

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

Postby gmsimon » Wed Apr 02, 2014 9:45 am

When viewing the Portfolio Editor, I am not seeing the 'bottom line' grand totals for all sub-portfolios at the bottom of the screen. These are really important to me (instead, I am seeing the N/A across the entire bottom line).
gmsimon
 
Posts: 65
Joined: Wed Jan 26, 2011 6:32 pm

Postby Mark » Wed Apr 02, 2014 10:07 am

Hi gmsimon,

What fields are displaying as N/A?

Do you have multiple currencies in this portfolio? If so, do you have "View / Exchange Rate Adjusted" turned on?
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11712
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ

Postby gmsimon » Wed Apr 02, 2014 10:34 am

My bad - setting View/Exchange Rate Adjusted to ON cured this issue.

Thanks (although I still also get the N/A clutter for bottom line columns that are irrelevant - e.g., Shares, Basis/Share, etc. - see my other submission).
gmsimon
 
Posts: 65
Joined: Wed Jan 26, 2011 6:32 pm


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