Taxonomies per security - easier visibility - Change of location?

[fdswe]

Hi @AndreasB,

I guess you’ve seen @Alfons1Qvor12 great work with the automated import of classifications and how too much information pushes PP to its (performance) limits.

Automatic import of classifications

Hi, My experience: As long as you don’t open the edit-dialog (Ctrl + E), PP is able to manage large number of holdings. I use it regularly even with top 3200 holdings (e.g. in Statement of Assets or for exporting Statement of Assets), but aftwards I usually fall back to lower numbers again to keep the file manageable. I undestand your idea and will consider such option in future, but for the moment, I would recommend that you run the script multiple times and after each run rename the taxonomy…

From my perspective, it would be a shame not to try to use the available information as good as possible (and make the classifications easier to see - as a nice side-effect).

Do you think the performance issues (caused by too many classifications/taxonomies) can be fixed, by moving taxonomies away from the edit-dialog to the area below the list of securities (no idea what the area is called)?

Meaning:

Move this “tab” from here

to a new tab next to “Data quality”

maybe 1 new tab for each taxonomy/classification (next to “Date quality”)?
or
1 tab “taxonomies“ next to “data quality” and for each classification a separate tab below “taxonomies“.

Edit: If it helps, the values could be read-only in the table (below taxonomies). Changes could be done in a separate popup dialog (similar to the Event-dialog in the tab “Events”).

This would also make it easier see the classifications per security (e.g. while switching between the securities).
Even without the great details we can get from the automated classifications, this change would be nice.

I guess this suggestion would mean major changes to PP, but I wanted to bring it up.
Maybe you and others find it useful.

Cheers,
fdswe

[Alfons1Qvor12]

Hi,

I think the main reason for the performance issue is the selection box for the classifications. For each shown holding entry, the user has the possibility to select from the list of all holdings in the portfolio. So if the funds/ETFs of your portfolio have in total 5000 different holdings and you edit a fund/ETF that has 1000 different holdings, the GUI will have 1000 x 5000 = 5 million entries in the 1000 selection boxes of the tab. Not surprising that this overloads the GUI.

Most simple solution would probably be to not allow taxonomies with more than e.g. 500 classifications to be edited in edit mode (and to only display them with their current values or to only allow modifcation of the weight, but not of the classification value itself). They could then still be edited under Taxonimies (per security) or via import.