Investing Portfolio screen takes a long time to load

Legacy KB ID: 4647

Question

Why is opening the Investing Portfolio screen taking a long time?

Answer

The speed at which the Investing Portfolio screen will load and refresh depends on the amount and type of information included. 

Some functionality, like Avg Annual Return (%), [1yr, 3yr, 5yr, YTD], do take a considerable length of time to complete their calculations.  As they provide information that may not change significantly on a day-by-day basis, you should consider omitting them from your default view.  When you wish to review that information, add the fields.  When complete, remove them.

 

Workaround

To remove  Avg Annual Return (%) from the default display of Investing Portfolio screen.

1.    Options > Customise Current View;

2.    In Displayed columns, highlight Avg. Annual Return (%)…..;

3.    Click Remove;

4.    Repeat Step 2 for each Avg Annual Return (%) item and other items you do not wish to see on a regular basis.

To see these items again, repeat these steps, selecting the items from Available Columns and click Add.

 

Need more help?

Ask the Reckon Community at: https://community.reckon.com/

 

How did we do?

Find Reckon Personal Files option is missing from the File Menu list

Reconciling the 'superannuation account' (it contains place holder entries display a cash amount)

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