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-> their creations are only accessible at the "calculation" stage: when the user want to see the performance of his data, while they should already be known as a feature to the user before that, and already constructed.
Describe the solution you'd like
Ideally account filter should be clearly accessible and managed at other locations too.
Some ideas :
1 : add a little descriptive line on what are "New.." "Manage.." "Reset" are about. It should draw attention to them. "Group Deposit and Securities Accounts as new data serie" something like that
2 : since those Accounts filters deal with Deposit & Securities Accounts, they could be accessible right when you are creating and managing such accounts: the "New.." & "Manage.." could be accessible just when you create a Deposit/Securities Account. Again with the little descriptive text.
3 : "New.." "Manage.." could also be present when you right click on a Account ? Well, maybe it would be a too long list and we loose visiblity.
4: alternative to 2 if the resulting list would be too long : add a new button next to the + to deal specifically with the Account Filter.
Or + is used for New account+ Account filter and the list of operation is moved on a new button ?
Thought ? Other ideas ? I think those propositions are not very complicated to implement so I may be able to propose something if needed, but as this is UI related, everyone can have difference preferences so it is better to discuss about it before potential implementation.
So in short, not a incredible crazy new feature, but simply giving more visibility to those Filters would be a good added value in my view.
Describe alternatives you've considered
as above
Additional context
Another proposition, not related to the creation of those Account filters, but about their accessibility in the data series selector : they are currently in the same menu as the Securities and Deposit Account. Which can be a quite long list given that each Securities account is doubled as "SA 1", "SA1+reference account" and even worse in the Perf chart and Return/Vol char where you have for 4 accounts for 1 Securities account
SA 1
SA 1 (before taxes)
SA 1+reference account
SA 1+reference account (before taxes)
this can be very very long very quickly.
-> Could the grouped filter belong in their own main folder ? Same level as Common, Account, Securities, Taxonomy.
The text was updated successfully, but these errors were encountered:
mierin12
changed the title
more visiblity for Accounts grouping Filter
more visibility for Accounts grouping Filter
May 7, 2024
Is your feature request related to a problem? Please describe.
Accounts filter is a very good and useful feature but maybe not very well known by users, and not accessible enough (accessible only inside filter dropdown menu).
#3967
https://forum.portfolio-performance.info/t/performance-focused-only-on-some-security-and-deposit-accounts/28307
-> their creations are only accessible at the "calculation" stage: when the user want to see the performance of his data, while they should already be known as a feature to the user before that, and already constructed.
Describe the solution you'd like
Ideally account filter should be clearly accessible and managed at other locations too.
Some ideas :
1 : add a little descriptive line on what are "New.." "Manage.." "Reset" are about. It should draw attention to them.
"Group Deposit and Securities Accounts as new data serie" something like that
2 : since those Accounts filters deal with Deposit & Securities Accounts, they could be accessible right when you are creating and managing such accounts: the "New.." & "Manage.." could be accessible just when you create a Deposit/Securities Account. Again with the little descriptive text.
3 : "New.." "Manage.." could also be present when you right click on a Account ? Well, maybe it would be a too long list and we loose visiblity.
4: alternative to 2 if the resulting list would be too long : add a new button next to the + to deal specifically with the Account Filter.
Or + is used for New account+ Account filter and the list of operation is moved on a new button ?
Thought ? Other ideas ? I think those propositions are not very complicated to implement so I may be able to propose something if needed, but as this is UI related, everyone can have difference preferences so it is better to discuss about it before potential implementation.
So in short, not a incredible crazy new feature, but simply giving more visibility to those Filters would be a good added value in my view.
Describe alternatives you've considered
as above
Additional context
Another proposition, not related to the creation of those Account filters, but about their accessibility in the data series selector : they are currently in the same menu as the Securities and Deposit Account. Which can be a quite long list given that each Securities account is doubled as "SA 1", "SA1+reference account" and even worse in the Perf chart and Return/Vol char where you have for 4 accounts for 1 Securities account
SA 1
SA 1 (before taxes)
SA 1+reference account
SA 1+reference account (before taxes)
this can be very very long very quickly.
-> Could the grouped filter belong in their own main folder ? Same level as Common, Account, Securities, Taxonomy.
The text was updated successfully, but these errors were encountered: