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Securities Detail graph

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jonthaler

06 Oct, 2017 02:36 AM

MD now plots purchases and dividends on the "Securities Detail" graph. Purchases display properly, although I'd prefer a brighter color. However, dividends do not. Two problems:
* They display an arbitrary price ($100) which I cannot edit in the register (a separate problem). This is merely an annoyance.
* Worse, when I hover the cursor over the icon (a little circle with a plus sign inside), the popup window that appears contains nonsense, typically: "? 0.00 @ $100" (see attachment). (Note: The purchase popup displays correctly.)
These two behaviors together render the feature worse than useless – it merely adds clutter to the graph.

I am not sure of the purpose of this addition to the graph. Security transactions are already listed in tabular form (more usefule to me).

Should I post the problem of the arbitrary security price in dividend transactions as a separate discussion?

Jon

• Securities_detail.jpeg 21.7 KB

1. 1 Posted by Henry on 13 Oct, 2017 02:29 PM

   

   Hi Jon,

   Please accept my sincere apologies for the delay getting back to you. I’m afraid that your request for assistance was missed by the support team, and it’s only now we’ve been able to work through the backlog of older discussions.

   Which version and build are you using?
   To find them, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

   Henry
   Infinite Kind Support

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2. 2 Posted by jonthaler on 13 Oct, 2017 02:33 PM

   

   Hi,

   Thanks for the reply. I am running version 2017.5 build 1639.

   Jon

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3. 3 Posted by Henry on 13 Oct, 2017 02:50 PM

   

   Thank you!

   Please try the following:
   Make a manual backup by navigating to File > Export Backup

   then upgrade to the latest preview release of Moneydance from here:

   https://infinitekind.com/preview

   and if the issue persists then Open the Security Detail view and click on History, there choose to clear all then click on Import and select Import from transactions.

   Please let me know how went.

   Henry
   Infinite Kind Support

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4. 4 Posted by jonthaler on 13 Oct, 2017 03:17 PM

   

   Hi,

   * I see the same behavior with the preview: version 2017.6 build 1644.
   * After clearing history and importing from transactions, I see
     something similar (without most price history, of course).
     See the attached screen capture. The purchases display properly,
     but the dividends (a bit sporadic) display at $50 or $100, and
     the popup is gibberish.

   Jon

   • MD_capture.jpeg 170 KB
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5. 5 Posted by jonthaler on 27 Oct, 2017 12:30 AM

   

   Hi,

   Have you had a chance to look further into this issue?
   I append my previous email (sent 10/13/2017).

   Jon

   • MD_capture.jpeg 170 KB
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6. 6 Posted by Henry on 29 Oct, 2017 02:35 PM

   

   Hi Jon,

   I have informed our lead developer and I am currently awaiting a response.
   I will notify you as soon as I get an update on the issue.

   I apologise for the inconvenience caused.

   Henry
   Infinite Kind Support

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7. 7 Posted by jonthaler on 29 Oct, 2017 02:54 PM

   

   Thanks. Not an urgent issue.

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8. 8 Posted by Henry on 30 Oct, 2017 09:27 AM

   

   I received a response from our lead developer and I need to check if the issue lies with dividend reinvestments or just regular dividends.

   Henry
   Infinite Kind Support

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9. 9 Posted by jonthaler on 30 Oct, 2017 09:51 PM

   

   I see it only on regular dividends (Action = DivXfr) not reinvestments (Action = DivReinvest). The reinvestment transactions display as “Buy” in the Securities Detail graph popup, and the displayed numbers are correct.

   Jon

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10. 10 Posted by Henry on 31 Oct, 2017 12:58 PM

    

    Hi Jon,

    Thank you for the additional detail, the lead developer stated that regular dividends
    don't have a price associated with the transaction (because no shares were exchanged), so the graph should not show those, currently the graph is displaying place markers with no real input that doesn't influence any reports.

    Henry
    Infinite Kind Support

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11. 11 Posted by jonthaler on 31 Oct, 2017 02:53 PM

    

    Thanks. I’d be happy to see dividend markers disappear.
    Less important:
    * Get rid of the reinvestment markers also.
    * Change the color of the Buy markers to make them more visible.
    The historical price graph is the important feature. The less embellishment, the better.

    An enhancement request, useful when there are reinvested dividends:
    * Enable graphing of total value (price*#shares). That tells me the total performance.

    Thanks for your help,
    Jon

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12. 12 Posted by jonthaler on 08 Nov, 2017 01:59 AM

    

    Henry,

    I regard the securities download issue to be much more important than the cosmetic issue with security history graphs. So, don’t worry if you need to delay dealing with my problem.

    I’ll bug you again later. ;)

    Jon

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13. 13 Posted by jonthaler on 09 Dec, 2017 12:18 AM

    

    Now that the Security price update problem has died down, do you have time to return to my (admittedly small) issue?

    Jon

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14. 14 Posted by jonthaler on 14 Dec, 2017 02:24 AM

    

    ** SCRATCH THIS **
    I was looking at the wrong security.
    THE PROBLEM HAS NOT BEEN FIXED.

    Sorry for my previous mail. I see that it has been fixed.

    Thanks,
    Jon

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15. 15 Posted by jonthaler on 14 Dec, 2017 10:37 PM

    

    ** IGNORE MY PREVIOUS POST **
    I was looking at the wrong security.
    THE PROBLEM HAS NOT BEEN FIXED.

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16. 16 Posted by Henry on 15 Dec, 2017 02:48 PM

    

    Do you currently have 2017.6 build 1656?
    If yes than would it be possible to get an updated screenshot with build 1656 of the sporadic markers.

    Henry
    Infinite Kind Support

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17. 17 Posted by jonthaler on 15 Dec, 2017 05:21 PM

    

    I have build 1656. I attach a screenshot that shows both the misplaced symbols and the erroneous popup data. Cash dividends only, no purchases or reinvestments.

    Jon

    • Apple.jpeg 230 KB
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18. 18 Posted by Henry on 18 Dec, 2017 02:42 PM

    

    Thank you for sharing the screenshot.
    I have added it to the bug ticket so the developers will be looking into it.

    Henry
    Infinite Kind Support

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19. 19 Posted by jonthaler on 26 Jan, 2018 04:37 AM

    

    Any update?

    Jon

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20. System closed this discussion on 27 Apr, 2018 04:40 AM.

21. System closed this discussion on 27 Jul, 2018 04:40 AM.