Securities detail pop-up list

macalves1's Avatar

macalves1

29 Sep, 2015 02:30 PM

Hi,

When selecting the security, the pop-up list always starts at the first security - when the security list is extensive, scrolling down the list becomes tedious.

Would it be possible:
1. for the pop-up list to start at the last selected security?
2. to allow security selection by typing (as in the transaction register)?

Thanks

  1. 1 Posted by harryfranks on 29 Sep, 2015 02:53 PM

    harryfranks's Avatar

    I second this suggestion. I have an account (wealthfront) that buys a lot of individual securities so it can do tax loss harvesting (rather than buying index ETFs). It would be much faster if I could type the security to get to that one.

  2. Support Staff 2 Posted by Tom Freeman on 29 Sep, 2015 05:59 PM

    Tom Freeman's Avatar

    In the security field type in the first few letters of the security name and the pop-up list should narrow.

    Tom Freeman
    Infinite Kind Support

  3. 3 Posted by harryfranks on 29 Sep, 2015 09:21 PM

    harryfranks's Avatar

    I was referencing the securities detail view of an investment account (i.e., searching for a security to allocate lots). There is no way that I'm aware of to get to a security except scroll through the entire list. If you are in a transaction register you can use the search field at the top or on a new transaction you can start typing the name of the security, but in the securities detail view you can do neither. The search box is shown but if you type in the search box it takes you back to the register view.

  4. Support Staff 4 Posted by Tom Freeman on 30 Sep, 2015 09:35 PM

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    I'm sorry I misunderstood.

    If you start in the portfolio view and click on a security it opens to the security details window for that particular security. i find this the easiest way to get to a particular security rather than scrolling through the securities detail window

    Tom Freeman
    Infinite Kind Support

  5. 5 Posted by macalves1 on 01 Oct, 2015 08:03 AM

    macalves1's Avatar

    Interesting suggestion, but If you need to handle more than one security, you then need to scroll through the list, or go back to the Portfolio view and repeat the procedure...

    I believe the initial suggestion in this discussion is still worth some attention by the programming team.

    Thanks

  6. Support Staff 6 Posted by Tom Freeman on 03 Oct, 2015 04:25 PM

    Tom Freeman's Avatar

    I will put in a feature request for some form of security search feature in the securities detail window.

    Tom Freeman
    Infinite Kind Support

  7. System closed this discussion on 19 Mar, 2016 05:00 AM.

  8. macalves1 re-opened this discussion on 17 Apr, 2019 12:08 AM

  9. 7 Posted by macalves1 on 17 Apr, 2019 12:08 AM

    macalves1's Avatar

    Hello,

    Can someone tell if this feature is available in the latest MD2019?

    Thanks

  10. Support Staff 8 Posted by Henry on 18 Apr, 2019 04:06 PM

    Henry's Avatar

    Hi,

    I'm very sorry the feature has not yet been implemented, I have updated the suggestion ticket, but I am not sure when it will be considered.

    --
    Henry, Infinite Kind Support

  11. 9 Posted by macalves1 on 18 Apr, 2019 04:14 PM

    macalves1's Avatar

    Hi,

    Thank you for your feedback and update.

    Happy Easter,
    Marco

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