OmniVest Forum : General OmniVest Feature Requests : Show Where Strategies are Enabled

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OmniVest User Forums General OmniVest Feature Requests Show Where Strategies are Enabled		Last Activity 12/14/2017 8:41 PM 1 replies, 594 viewings

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Steve2

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Posts: 750

Joined: 10/11/2012
Location: Annapolis, MD

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Subject : Show Where Strategies are Enabled
Posted : 7/21/2015 9:19 AM
Post #35320

As my tangled web of strategies, portfolios and accounts gets larger, it gets increasingly harder to determine where a given strategy has been enabled.

This is a request to add a link to each row in the strategies grid that will display a pop up window that shows in which accounts and/or portfolios the strategy has been enabled.

Now that we have moved to a tabbed display for strategies, the Type column could be re-purposed for this since it is now redundant. This column could display a Delete link (as it currently does) if the strategy is not configured into an account (directly or via a portfolio) and it could also display an Enabled link that would list the accounts and portfolios in which this strategy has been enabled.

This same feature would be useful, as well, at the portfolio level.

Steve

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Jim Dean

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Location: L'ville, GA

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Subject : RE: Show Where Strategies are Enabled
Posted : 7/21/2015 9:24 AM
Post #35321 - In reply to #35320

great suggestions!

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