Bigbocarat Posted May 26, 2021 Report Share Posted May 26, 2021 When putting sub categories in a portfolio for example (--- Energy) the expansion/contraction triangle to the left of the sub category seems to work differently than normal expansion/contraction functionality I use on most other programs. When I click on the triangle to the left of sub category "Energy" the sub category above it contracts but all the symbols in "Energy" stay expanded. I would have to go the the next sub category below "Energy" and click that triangle to get "Energy" to contract. Not a big deal but this functionality seems a little counter intuitive. Thanks and regards, Rob Quote Link to comment Share on other sites More sharing options...
Bigbocarat Posted May 26, 2021 Author Report Share Posted May 26, 2021 also while I'm at it the sub categories work a little funky if I want a portfolio of all sub categories (no symbols by themselves). That is I've found that I have to put a fake symbol "****" as the first item in a portfolio to be able to then add a bunch of --- sub categories to the portfolio. Otherwise the top sub category seems to disappear as sub categories are added under it. Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted May 26, 2021 Report Share Posted May 26, 2021 SETTINGS / APPLICATION / APPEARANCE - The checkbox for "Show Totals On Top" controls if the totals row (the sub-categories row in your case) is above the group of rows that it is totaling, or below. If you check that box, it should work as you expect. Quote Link to comment Share on other sites More sharing options...
Bigbocarat Posted May 26, 2021 Author Report Share Posted May 26, 2021 thanks Jerry Quote Link to comment Share on other sites More sharing options...
Bigbocarat Posted May 26, 2021 Author Report Share Posted May 26, 2021 Jerry, I still cant figure it out. Here is what I put in the portfolio editor and this is what I get out a a portfolio. Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted May 26, 2021 Report Share Posted May 26, 2021 OK, and if you collapse Finance, OIH, XLE and XOM will disappear. Is that not what you want? Quote Link to comment Share on other sites More sharing options...
Bigbocarat Posted May 26, 2021 Author Report Share Posted May 26, 2021 yes but sub cat "energy" doesnt show up at all and the sub cat Finance doesnt have the JPM and BAC in it? Quote Link to comment Share on other sites More sharing options...
Jerry Medved Posted May 26, 2021 Report Share Posted May 26, 2021 in the portfolio editor, put the sub-total AFTER the symbols. It is independent of the display setting totals on top. So based on your screenshot, you want to move each of the sections down one Quote Link to comment Share on other sites More sharing options...
Bigbocarat Posted May 26, 2021 Author Report Share Posted May 26, 2021 ok Jerry thanks again. Key was like you said move the sections in the portfolio above sub total as the editor doesnt control that order. Quote Link to comment Share on other sites More sharing options...
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