Feature request for account Portfolio pages

copyjane's Avatar


27 Jan, 2019 05:50 PM

Hi Sean and others,

Moneydance has been nicely stabilizing in my experience for investment accounts and extensions for prices (although the Stock Quote Updater is hiding its download-in-progress feedback, it is updating prices properly). There are a couple of little usability things wrt to drop-down menus and keyboard letter/tabbing/arrowing through - sometimes the focus changes when I really just want to use the keyboard on a menu. If you want to know more about that, let me know and I'll give you an example I noticed when I was adding existing stocks to a new account.

I have a feature to ask for the Portfolio page. It presently has one graph for Asset Allocation. I would love it if there was another graph beside it of portfolio valuation over time, just like there is for individual securities, but aggregated since account opening. So it may have a big uphill whenever there's a deposit made; maybe a dual-graph of the cash portion increases/decreases below the investment valuation graph (little bumps and increases will be visible for dividend distributions) would be an elegant solution.



  1. System closed this discussion on 28 Apr, 2019 06:00 PM.

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