Upcoming Enhancements...
Toolbars
Improved Ledger, Book & Portfolio Interface
Faster, Easier Column Selection
Custom Column Transparency
Portfolio Pivot Tables
I/O Goes GUI
Expanded, Intuitive Reporting
Return Analysis Reporting
New Securities
Data & Service Enhancements
Other Enhancements
Custom Columns Tracker

See everywhere your custom columns are used in one click.

The new Trace feature lists all resources using a particular custom column - whether it's as a portfolio column or total, referenced within another custom column formula, within view by rules, dynamic portfolio generation rules, purging and exercise strategies... and much more. This transparency provides insight as to how effectively custom columns are used, and helps users understand the potential impact of modifying an existing custom column.

 
 

 

And when you create your custom columns, you'll be able to add your own description of the column - adding a layer of usability and transparency and enabling other users to quickly understand exactly what your column does.

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