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Issues with reference/file/new/#watchlist #120

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pfalcon opened this issue Jan 26, 2025 · 0 comments
Open

Issues with reference/file/new/#watchlist #120

pfalcon opened this issue Jan 26, 2025 · 0 comments

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@pfalcon
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pfalcon commented Jan 26, 2025

https://help.portfolio-performance.info/en/reference/file/new/#watchlist :

Using the context menu (right-click on a list), you can rename, delete, or move (up) the watchlist (refer to Figure 6).

Figure 6 is now something completely different. I'd say, it should refer to Fig. 10, but that's likely not the best case either, because the sentence talks about the context menu for a watchlist, and Fig.10 doesn't show a context menu, just some watchlists. So, maybe reference to a figure should be removed from this sentence, and instead added to one of the preceding sentences.

To remove a security from the watchlist, right-click the security and choose 'Remove from Your_Watchlist'.

IMHO, worth adding that this will remove a security from the specific watchlist, but not from portfolio database (it will be still available in "All Securities"). But in context menu for security in "All Securities", there's an entry for "Delete security", which will actually delete security from the portfolio file.

Watchlists inherit the view from All Securities. Changing the view in one watchlist will also change the view in all other watchlists, including the All Securities view.

I would elaborate on what that means. All watchlists shares the same columns and there settings (like width, etc.). (In that regard, makes sense to treat "All securities" as just a watchlist, albeit a special one). However, I learned that filtering settings (e.g. "Shared held = 0", etc.), are maintained per-watchlist (remembered).

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