Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Req: Cmd line switch to dl transactions

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

Postby rlaggren » Fri Mar 19, 2021 12:07 pm

Hi Mark

I've searched but I don't think this is presently available in FM.

This would need the portfolio specified on the command line, also.

Being able to start right in with the latest broker transactions available w/out taking the manual steps each time to specifically dl them would be a good convenience, for my usage anyway. If I open FM I mostly want to check, and work with, the latest status.

A timer like for the price dl's would probably also be nice.

An option to display/not-display the preview list dialog of new transactions might be good. It's great to get a heads up about latest actions. But in some cases, a straight-through process which just automatically applies all new transactions might serve better for users who pretty much head straight for reports to start the day's work.

Getting fancy... <g> A helper app or option to apply this to multiple accounts/portfolios might be helpful to guys handling a lot of accounts. Historical logs would probably be important, too.

Cheers,
Rufus
rlaggren
 
Posts: 51
Joined: Mon Feb 12, 2018 5:52 pm

Postby Mark » Fri Mar 19, 2021 2:04 pm

Hi Rufus,

Okay, interesting, thanks for the ideas.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11604
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Feedback

Who is online

Users browsing this forum: No registered users and 16 guests

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