Investment Portfolio Summary Sort Buttons

neil.patton's Avatar


19 Apr, 2018 10:25 PM

Being able to sort by:

Security Name
% Change
Current Value

on the Portfolio Summary Screen would be really helpful.

  1. 1 Posted by Henry on 05 May, 2018 02:24 PM

    Henry's Avatar

    Hi Neil,

    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.

    Is the request or the portfolio report or an individual investment portfolio view?

    Infinite Kind Support

  2. 2 Posted by neil.patton on 06 May, 2018 09:28 AM

    neil.patton's Avatar

    Hi Moneydance support,

    My comment was posted in the “Suggestions” section. It was not intended as a request for support or assistance.

    My suggestion was for an improvement to the “Portfolio Summary” screen. I just think it would be really useful if it would be possible to click on the header titles ( “Security Name”, "% Change” or “Current Value”) and be able to sort by those fields.

    It’s already possible to do this in the account registers. Having this facility to sort investments would be great. Please can you consider incorporating this in a future version of Moneydance?

    Kind regards

    Neil Patton

  3. System closed this discussion on 05 Aug, 2018 09:30 AM.

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