Overwrite manual list

Optuma Forums Optuma Feature Requests Overwrite manual list

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  • This topic has 2 replies, 2 voices, and was last updated 2 weeks ago by Marc.
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  • #65891
    Marc
    • Topics: 12
    • Replies: 23
    • Posts: 35

    When you run a scan and then Open results as / Manual List and select an existing list, it does not OVERWRITE the existing list! ( I have been doing this for months 😔)

    I think this functionality would be much simpler than having to create a new list (with similar name) or export to csv then import to the list menu…

    thanks and best regards

    Marc

    #65905
    Mathew
    • Topics: 40
    • Replies: 1,998
    • Posts: 2,038

    Hi Marc,

    This has always been designed to add to lists.

    Just link the watchlist to the scan, then it will run the scan when you open it and you do not need to mess with the intermediate step of using a Manual List.
    https://www.optuma.com/videos/linking-a-watchlist-to-a-scan/

    All the best

    Mathew

    #65923
    Marc
    • Topics: 12
    • Replies: 23
    • Posts: 35

    Hi Mathew,

    I understand you guys designed the software to work with workbooks/watchlists. However if you don’t have the latest computer, you can’t work with watchlists.
    I have 20 columns of data in my standard watchlist. If I open 2-3 lists of 60+ stocks, the software is likely going to crash. I’d say it was crashing 5 times a day on average until I became more selective with my scans to reduce the number of stocks to review (not a bad thing after all). I use a MBP from 2017.

    So I don’t have a choice I need to use lists or change computer. (BTW, I have a Mac M1 but last time I tried Optuma v2 on it, I could not make use of the trend line tool which is pretty essential. So I am still using the MBP).

    Overwriting a list is common in many softwares. Not being able to do it is a real hassle (name new lists, delete old ones, export then import csv…). Allowing overwriting would be so much simpler and even when the list is used in a workbook.

    Thanks and best regards

    Marc

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