Feature Request: Moneydance Portfolio View Suggestion

kionysus's Avatar

kionysus

30 Dec, 2021 03:42 PM

In the Portfolio View of a selected investment, I'd like to be able to sort by the various columns (e.g. Security Name, Shares, % Change, etc). It would also be nice to list the Ticker Symbol as a column rather than an appendix to the Security Name so it's sort-able. This more reflects how Fidelity and E*TRADE work so I can quickly reconcile Moneydance with a brokerage account. The ability add/remove columns or create custom metrics in that view would also be nice.

  1. System closed this discussion on 31 Mar, 2022 03:50 PM.

  2. kionysus re-opened this discussion on 24 Jul, 2022 06:45 PM

  3. System closed this discussion on 24 Jul, 2022 06:50 PM.

  4. kionysus re-opened this discussion on 25 Jul, 2022 04:56 PM

  5. 1 Posted by kionysus on 25 Jul, 2022 04:56 PM

    kionysus's Avatar

    Is this possible?

  6. System closed this discussion on 24 Oct, 2022 05:00 PM.

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