Ability to see the number of shares in the Investment account register

[lordpixel23]

I find I have to constantly flip from the Register view to the Investment Account view in order to see how many shares I have and try to make balances reconcile.

Seeing balances in the Register (shares, maybe value of each position) would be wonderful.

A few of ways to do it:

One would be to have some kind of panel showing the current shares as of now on the Register.
Even better would be to incorporate the idea of the panel reacting to what row I have selected.
Another way would be to add the position info to each row as a column. i.e. Shares as they were after than transaction applied.

Obviously this can get super complex as a single transaction can shift shares, cash balance and balances in other accounts due to xfer and fees. I guess err on the side of doing something. Just knowing the shares would be huge.

[yogi1967]

Andrew. FYI - This is the wrong place for IK suggestions. You should repost on the proper forum:

https://infinitekind.tenderapp.com/discussions

[yogi1967]

What about a right-click context menu popup that shows the number of shares held as of the date of that txn?

[lordpixel23]

I think that would be helpful but as the goal is often to reconcile, it might lead to a lot of click one row, look at results, click next row, popup the window again, make a change, pop up the window again.

A column would be more usable. That said, I can imagine compromises. The popup could show multiple rows or it could be a floating palette such that once open it updates live each time a row is clicked without needing to be closed and reopened for each row. Obviously those things would take longer to implement so anything is better than nothing.