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Postby Gally » Fri Jan 15, 2010 11:40 am

Many of our UK funds require ISIN's for downloading data which are meaningless to remember, unlike symbols.

Can you please give some consideration to having an alternative method of filters , just to make it easier with drop down list boxes that only have symbol.

For example your list by investment is OK but filter by symbol does not help me easily identify which fund I want to filter but filter by name would.

Likewise your List by symbol would be OK it it had an additional option to filter by investment or name.

Otherwise I just have to remember ISIN's to get the right fund
RGDS Gally
Gally
 
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Joined: Fri Feb 20, 2009 3:42 am

Postby Mark » Sat Jan 16, 2010 4:00 pm

Hi Gally,

Thanks for the feedback. What if we made the list/filter by symbol drop-down list in the format:

(Symbol) Name

instead of just:

Symbol

Maybe that would make it easier? In the odd case where you had multiple investments with the same symbol, but different names, we would just pick the first name arbitrarily.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Gally » Sun Jan 17, 2010 4:51 am

That would be great

thanks
RGDS Gally
Gally
 
Posts: 45
Joined: Fri Feb 20, 2009 3:42 am

Postby Mark » Sun Jan 17, 2010 9:17 am

Okay, great, we'll see about adding this as an option.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11712
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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