Two questions, scalablity- and UI-related

English
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I am so happy with Portfolio Performance! It is the backbone of my investing!

But I have two questions in my mind - related to its scalability and UI:

  1. Scalability: currently I have 405 securitities in the “All Securities” -view, and when I look at the 1-year performance calculation, 312 securities. So my portfolio is rather big, even when consider just the active securities. So when I move in the program from one report/view to another, typically it results into a bit of a delay when it is calculating. This delay is OK and understandable. But my slight worry is: is there an upper limit to how many securities PP can handle - some built-in limitation in the SW perhaps? Or could I in principle have, say, 1000 or even 10 000 securities - and the software would just slow down accordingly in its calculations, but could still handle it?

  2. Usability: I use different mac-computers (with different macOS-versions but with latest PP-versions) which are in different locations when I travel. So I then make sure that all those macs are using the same PP -data by copying these files either via iCloud or USB-stick:

  • the actual xml-file for the portfolio
  • the settings-file
  • the autosave.xml -file of the portfolio

I use iCloud/USB just to transfer the data to local disks in each mac.
But strangely: The Reports/Holdings -view looks very different depending on the mac:

  • in a Mac Studio M1 /2022 with latest OS the Reports/Holdings -view is drawn so that the securities go counterclockwise from largest to smallest, and it draws the names of the securities so that when there are “too many security-names to fit into a small space” it doesnt even try to write those.
  • in a Mac Mini / late 2014 with Mac OS Monterey PP 0.74.2 (as well as all the previous ones I have tried) draws the Reports/Holdings view so that the securities go clockwise from largest to smallest - and it tries to draw all the names of all the securities (and as I have hundreds of those, the names overlap and are non-readable at the end).

Why is this drawing so different depending on which mac I use with the same PP version? Should I perhaps copy some other file(s) in addition to those I currently copy to keep the UI of the PP looking the same in both macs?

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Hi @grillparzer

I am not able to answer your first question (I believe there is no hardcoded limit), but is there a specific reason why you are still using the old XML format? If no, you could open your XML Portfolio file and safe as Binary (it will create a separate file with extension *.portfolio). You don`t have to delete the *.xml file and you can also always open the *.portfolio file and save as *.xml

The current standard PP Binary format is more robust, has a smaller file size and from my expierence it is also loading quicker than the old xml format.

Regarding the different view:

My understanding is that on newer Mac operating systems it can only use Eclipse SWTChart-library. You could try to enable SWTChart on your older Mac Mini, then at least both should look the same (personally, I prefer the non SWTChart, which is default on Windwos operating sytems):

SWTChart
SWTChart1451×1210 74.7 KB

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Hi J_A_E_R -
Yes, thank you - enabling the SMTChart made it look similar in both macs! Mystery solved! :slight_smile:

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