Re: Set Active Portfolio

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Posted by Mark on January 26, 2007 at 09:57:45:

In Reply to: Set Active Portfolio posted by Dale on January 25, 2007 at 21:15:29:

: Recently upgraded from 7.8 to 8.2. Miss the context/right click menu option to "set active portfolio" in the portfolio editor tree and the "checkmark" active portfolio indicator. Understand each open graph window can be associated with different active portfolio and that Portfolio menu allows choice of active portfolio when graph window is active window but I liked 7.x context menu to set active for easy & rapid changes to graphed portfolio. I know you can use keyboard/mouse to scroll thru graphs but for my needs 7.x functionality worked most efficiently. Can it be added back in new update?

: BTW I do like the addition of print preview and top level portfolio menu. Thanks

: Dale

Hi Dale,

Thanks for the feedback. As you pointed out, this is because you can now have multiple graph windows, each with a different active sub-portfolio, so it didn't seem to make sense to keep that check mark in the Portfolio Editor. You can still open any sub-portfolio to be graphed from within the Portfolio Editor, but I can understand that it is more difficult to navigate in that right mouse context menu. Maybe we could just add a right mouse menu to the top level popup that says "Graph", and that would open that sub-portfolio in a graph window, and set it as the active sub-portfolio. We'll see about getting this added.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: Set Active Portfolio Dale 20:56:22 01/28/07 (0)