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Custom Properties - Apply to all with same symbol

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

Postby Djobydjoba » Fri Sep 06, 2024 3:07 am

Mark, another suggestion, add an option to apply the value of a custom property to all investments with matching symbol.

Idea: the option could be activated or not per custom property in the Custom Investment Properties dialog. Mock-up:

20240906-ven.12h03-01.png
20240906-ven.12h03-01.png (18.42 KiB) Viewed 393 times
Djobydjoba
 
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Postby Mark » Wed Sep 11, 2024 11:24 am

Hi Djobydjoba,

Okay, thanks for the feedback. This capability is already available in the Advisor version, where it is much more common to have many investments with the same symbol. It is under "Edit / Symbol List..." where you can operate on all the properties on a per-symbol basis.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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