Multiple portfolios in dropdown menu

I generated 10 strategies and then create 2 portfolios, one with the first 5 strategies and another portfolio with the remaining 5 strategies.

  1. There is no option to select both portfolios in dropdown menu for tabs: List of Trades, Equity Chart, Trade Analysis etc
  2. If I double click on the Portfolio-1 in Databank, these tabs show values for component strategy, not the Portfolio-1
  3. If I manually select Portfolio-1 in dropdown menu for "List of Trades" tab, then I have to manually select Portfolio-1 in the dropdown menus for other tabs too
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  • Votes +2
  • Project StrategyQuant X
  • Type Bug
  • Status Fixed
  • Priority Normal

History

m
#1

murty

05.04.2019 16:48

Task created

m
#2

murty

05.04.2019 16:50
Voted for this task.
m
#3

murty

11.04.2019 14:29

Attachment sq1.png added

Attachment sq2.png added

Attachment sq3.png added


Image sq1.png:  Clicking on Merged Portfolio should select the Portfolio, not a strategy, in the dropdown menu next to "Data"


Image sq2.png:  After I select "Merged Portfolio" in that dropdown menu, it should not change to Strategy again when I switch to a tab such as "Trade Analysis"


Image sq3.png:  Clicking on "Merged Portfolio(1)" should show info related to that portfolio, not "Merged Portfolio." Right now, there is no way to distinguish. Selecting "Source Code" tab gives us a false impression that the displayed source code is for the merged portfolio

h
#4

hankeys

12.04.2019 08:02
Voted for this task.
h
#5

hankeys

12.04.2019 08:10
absolutely true
MF
#6

Mark Fric

12.04.2019 09:24

Status changed from Waiting for information to Fixed

Attachment res_portfolio.jpg added

points 1., 2. fixed.


Point 3. - data list box shows Portfolio, to see the exact name odf strategy you are opening, look a little higer - see screenshot.


Votes: +2

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