toolbar button from any window.
This dialog is available from the Edit / Find... menu command or toolbar button from any window.
Use this dialog to search anywhere in your open data for a sub-portfolio, investment, transaction, or investment note. The following options are available:
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Search Text / Search Date |
Enter the text or date to find. When searching within a date field, you can select a date, otherwise you enter text. |
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Search in Sub-Portfolio |
The search will be performed at and below the selected sub-portfolio, all the way down the sub-portfolio hierarchy |
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Search For |
Select the type of object to look for |
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In Field |
Choose which field within the selected object type to search within |
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... |
Additional search options, and defaults for this dialog. Choose whether or not to search hidden items. |
Press the Find button to perform the search. The results will be shown in a sortable list format. Click on any item in the list view to go to that item. If you click on a sub-portfolio or investment, that item will be shown in the Portfolio Editor window. If you click on a transaction or investment note that item will be shown in the Data Register. If you double click an item that item will be shown, and the Find dialog will be dismissed.
Notes on Searching
There are different ways the search is performed, depending on the data type of the field being searched. There are 3 data types: Text, Date, and Number. Here is how each data type is searched:
Text: Searches are case insensitive. A match will be found if the search text appears anywhere in the field. It is equivalent to a case insensitive wildcard search: *<search text>*
Date: When searching only a date field, you will be prompted to select a date, and the search is performed for this exact date. When doing an "All Fields" search you will be prompted for a text search string. In this case the search is performed as a text based search, against however your dates are normally displayed in the Data Register.
Number: When searching within a number field the search text can optionally include ? or * wildcard characters. If the search text does not contain any wildcard characters the search is performed by looking for matching numbers up to the entered number of significant digits. For example, if searching for 9.50 the search is performed to 2 digits past the decimal. If searching for 9.501 the search is performed to 3 digits. If the search text contains any wildcard characters the search is performed against however the number would be formatted in the Data Register, where ? matches any one character, and * matches with 0 or more instances of any character or set of characters. When searching by number the thousands separator (, or .) is ignored. Here are some example number searches and whether or not they would result in a match:
| Search Text | Field | Match | Comments |
| 9.50 | 9.497 | Yes | 9.497 rounded to 2 digits past decimal is 9.50 |
| 9.50 | 9.509 | No | 9.509 rounded to 2 digits past decimal is 9.51 |
| 9 | 9.509 | No | 9.509 rounded to 0 digits is 10 |
| 10 | 9.509 | Yes | 9.509 rounded to 0 digits is 10 |
| 12??.* | 1,215.67 | Yes | |
| 12* | 1,215.67 | Yes |
Global Match
You can use the special search string: * as a wildcard search to find everything. For example, if you want a list of all investments in a sub-portfolio, choose the sub-portfolio to seach in, search for "Investment", and enter "*" (without the double quotes) for the search text, and press "Find".