Asset Allocation's Security setting on Main View will not save

BK

On the Main view of the Home screen > Asset Allocation, the Securities are always set to "Include only selected securities". Even after changing it to "Include all securities" it will revert back to the former. The issue this caused was when a new security was added, it was by default deselected in this particular Home Screen's Main View of the Asset Allocation. I was scratching my head for an hour why this view (graphs and values) was not updating after a new security was added until I discovered this. I am on R56.9 but it behaves the same on my 57.26 test setup. This issue only happens on the Home Screen > Main View > Asset Allocation. The reports behave correctly.

Adding: Once you select the individual security, it stays selected (no problem there). The issue is only with the primary two Security settings of Include all vs Include selected.

In summary: Home Screen > Main View > Asset Allocation > Customize this graph > Securities, is always set to "Include only selected securities" and even after it is changed to "Include all securities", the changed value is not maintained and reverts back.

Is my experience unique or are others able to replicate it? Is this the correct behavior? TIA

Chris_QPW

I'm not able to reproduce this on my machine. R57.26, tried with both early access customize dialog and old customize.

I did notice that the "Hidden accounts" isn't "sticky" (reverts back to on) with the early access customize dialog.

BK

@Chris_QPW

So you mean once you select "Include all securities" it sticks when you go back to it?

Mine always goes back to Included only selected! hummm, wonder why.

I just created an offline Test file and not only that value does not stick, but on the initial add of two stocks, they are deselected!

Chris_QPW

I'm sorry, my mistake, I was looking at the accounts not the securities.

The accounts, works right, the securities doesn't.

BK

Thanks for the clarification.

The Investment Asset Allocation report works correctly, and the odd behavior described in the OP seems to be isolated to Home Screen > Main View > Asset Allocation > Customize this graph > Securities. So I think it is reasonable to say that this should not be the expected behavior and needs to be improved, IMHO. And the improvement should be in the default values (unless the user changes them) where:

• (a) Newly added securities should be selected by default
• (b) The default value of the Securities setting should be "Include all securities"
• (c) Any changes to the two Securities settings of Include all securities vs only selected securities should remain saved/sticky

Chris_QPW

(d) the selection for "hidden" should be sticky too.

BK

I always thought that this Asset Allocation view was same as the Report's Investment Asset Allocation. But that does not appear to be the case . Rather inconsistent and ignored with bugs unfortunately.

It would be nice if one of the moderators would flag this to the development team.