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In myiclub under reports in monthly reports the valuation statement can not be sorted. We would like to have the ability to sort all of the columns because it would help in knowing what percentage we have in each stock, the amount we have in each stock etc. So if we need to rebalance the portfolio we could get the report to tell us what we need to increase or sell some shares in.
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Good timing. The next staff meeting is tomorrow. I'll bring this up. Personally, I like the idea for much of the same reasons as you give.
Russell Malley
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Rank: Administration
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Thanks: 3 times
Was thanked: 50 time(s) in 44 post(s)
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Making the Valuation Statement sortable was added to the list of future enhancements for myICLUB. Your suggestion reminded staff this was under consideration already as well as making other reports sortable where feasible and useful. So not only the Valuation Statement but other reports will be considered as candidates for this change. When this gets completed depends on other priorities and available programmer time. Thanks again for the suggestion.
Russell Malley
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 1 user thanked Pawche for this useful post.
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