Flexible Export, Sorting Custom Views / cross portfolio filtering, and No Save Transaction
For a Custom view, allow me to export only that view not the standard export.
For custom view allow me to filter on notes. Or better yet allow for sub-portfolios or categorizations across portfolios. For example I'm using multiple investing methods across my portfolios, I would love to see how each "method" is performing.
Lastly, why do we need the "Save Transaction" I like the old approach where if I enter it, it is saved. Too many mouse clicks.
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Steve Schweiger
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