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portfolio-performance / portfolio

Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
http://www.portfolio-performance.info
Eclipse Public License 1.0
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Filters do not sync #2471

Open funnym0nk3y opened 3 years ago

funnym0nk3y commented 3 years ago

I don't know for sure, if this is a bug, but when creating custom filters for accounts (in my case: one excluded account) those probably do not get written in or loaded from a file. I created a filter on my notebook, set everything up and opened the file on my other machine. Each label showed the right filter but the data was wrong. Creating a filter with the same name on the second machine resulted in correct data.

Another question: How do filters in the classification category affect the data in the reports? Currently I don't see a solution to include a classification with one account (with some securities belonging to that classification) excluded in the reports.

chirlu commented 3 years ago

Please ask support questions on the forums. This is not the right venue for that.

https://forum.portfolio-performance.info/t/loss-of-custom-settings-after-moving-a-folder/5968

Another question:

Please don’t mix unrelated issues. Applies to the forums, too.

funnym0nk3y commented 3 years ago

This was not intended to be a support question rather than a description of a problem with the data model. As far as I understood, filters are considered a UI thing but can be used to construct dashboards and reports. This leads to the mentioned behavior of breaking diagrams, reports etc. In my opinion this is a bug as the data file is not movable by itself without breaking it.