BrianD Legend  Posts: 302 Joined: 2/23/2013 Location: Grand Rapids, MI  User Profile | Understand desire to simplify, all for it and like some of the changes. However, is there a place where we should note problems? Some functions have been eliminated that were created to address issues in past. Off the top: Cannot modify existing Accounts - one early on suggestion from Nirvana was create a 'base' account, never delete and build from it (and maybe Import settings from) especially for Portfolio Balancer created accounts. I cannot understand how to access any Accounts now. If I select an existing account and go back to Configure account, I'm presented your default account settings, and the last built account's portfolios. - If pushing the new menu flow, at least allow users to set their personal default account settings instead of your defaults. Forced default account settings forces everyone to repopulate personal account settings over and over. If I remember correctly, the Import button was created to help address the specific problem in the past. Keeping the ability to alter simulation Start and End dates is important, to me at least. I believe most power users liked to vary simulation dates? - Maybe put a simulation Start and End dates tab on Settings? Glad to expound further why these provide value. | |
