deploy: 1819757

en/reference/online/index.html

@@ -2639,9 +2639,9 @@
 </li>
 
         <li class="md-nav__item">
-  <a href="#update-quotes-selected-security" class="md-nav__link">
+  <a href="#update-quotes-xxx-instruments-selected" class="md-nav__link">
     <span class="md-ellipsis">
-      Update quotes (selected security)
+      Update quotes (xxx instruments selected)
     </span>
   </a>
 
@@ -3480,9 +3480,9 @@
 </li>
 
         <li class="md-nav__item">
-  <a href="#update-quotes-selected-security" class="md-nav__link">
+  <a href="#update-quotes-xxx-instruments-selected" class="md-nav__link">
     <span class="md-ellipsis">
-      Update quotes (selected security)
+      Update quotes (xxx instruments selected)
     </span>
   </a>
 
@@ -3522,9 +3522,9 @@ <h2 id="update-quotes-only-active-securities">Update quotes (only active securit
 <p>Securities could be set to active or inactive in the Security Master Data tab of the Securities Attributes panel.</p>
 <p><figure class="pp-figure" id="_figure-1"><figcaption>Figure 1.  Inactive setting in the Security Master Data tab.</figcaption><img alt="" src="../file/images/securities-master-data.svg"></figure></p>
 <p>This command will update only the active securities.</p>
-<h2 id="update-quotes-selected-security">Update quotes (selected security)</h2>
+<h2 id="update-quotes-xxx-instruments-selected">Update quotes (xxx instruments selected)</h2>
 <p>In a table view such as All Securities, one can select one or more securities. For a consecutive selection, click the first row, press Shift, and click the last row. For a non-consecutive selection, use the Ctrl key.</p>
-<p>Even though the menu mentions "selected security", the update will be performed on all selected securities.</p>
+<p>The menu will display an indication of the number of selected securities.</p>
 
 
 
@@ -3545,7 +3545,7 @@ <h2 id="update-quotes-selected-security">Update quotes (selected security)</h2>
     <span class="md-icon" title="Last update">
       <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M21 13.1c-.1 0-.3.1-.4.2l-1 1 2.1 2.1 1-1c.2-.2.2-.6 0-.8l-1.3-1.3c-.1-.1-.2-.2-.4-.2m-1.9 1.8-6.1 6V23h2.1l6.1-6.1-2.1-2M12.5 7v5.2l4 2.4-1 1L11 13V7h1.5M11 21.9c-5.1-.5-9-4.8-9-9.9C2 6.5 6.5 2 12 2c5.3 0 9.6 4.1 10 9.3-.3-.1-.6-.2-1-.2s-.7.1-1 .2C19.6 7.2 16.2 4 12 4c-4.4 0-8 3.6-8 8 0 4.1 3.1 7.5 7.1 7.9l-.1.2v1.8Z"/></svg>
     </span>
-    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">January 19, 2024</span>
+    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">October 5, 2024</span>
   </span>
 
 

en/reference/view/reports/statement/statement-chart/index.html

@@ -1912,6 +1912,17 @@
 
 
 
+        <label class="md-nav__link md-nav__link--active" for="__toc">
+
+
+  <span class="md-ellipsis">
+    Chart
+  </span>
+
+
+          <span class="md-nav__icon md-icon"></span>
+        </label>
+
       <a href="./" class="md-nav__link md-nav__link--active">
 
 
@@ -1922,6 +1933,52 @@
 
       </a>
 
+
+
+<nav class="md-nav md-nav--secondary" aria-label="Table of contents">
+
+
+
+
+
+
+    <label class="md-nav__title" for="__toc">
+      <span class="md-nav__icon md-icon"></span>
+      Table of contents
+    </label>
+    <ul class="md-nav__list" data-md-component="toc" data-md-scrollfix>
+
+        <li class="md-nav__item">
+  <a href="#axes" class="md-nav__link">
+    <span class="md-ellipsis">
+      Axes
+    </span>
+  </a>
+
+</li>
+
+        <li class="md-nav__item">
+  <a href="#canvas" class="md-nav__link">
+    <span class="md-ellipsis">
+      Canvas
+    </span>
+  </a>
+
+</li>
+
+        <li class="md-nav__item">
+  <a href="#legend" class="md-nav__link">
+    <span class="md-ellipsis">
+      Legend
+    </span>
+  </a>
+
+</li>
+
+    </ul>
+
+</nav>
+
     </li>
 
 
@@ -3404,6 +3461,41 @@
 
 
 
+    <label class="md-nav__title" for="__toc">
+      <span class="md-nav__icon md-icon"></span>
+      Table of contents
+    </label>
+    <ul class="md-nav__list" data-md-component="toc" data-md-scrollfix>
+
+        <li class="md-nav__item">
+  <a href="#axes" class="md-nav__link">
+    <span class="md-ellipsis">
+      Axes
+    </span>
+  </a>
+
+</li>
+
+        <li class="md-nav__item">
+  <a href="#canvas" class="md-nav__link">
+    <span class="md-ellipsis">
+      Canvas
+    </span>
+  </a>
+
+</li>
+
+        <li class="md-nav__item">
+  <a href="#legend" class="md-nav__link">
+    <span class="md-ellipsis">
+      Legend
+    </span>
+  </a>
+
+</li>
+
+    </ul>
+
 </nav>
                   </div>
                 </div>
@@ -3428,8 +3520,10 @@
 <h1 id="statement-of-assets-chart">Statement of Assets › Chart</h1>
 <p>Using the menu <code>View &gt; Reports &gt; Statement of Assets &gt; Chart</code> or the sidebar, you can generate a graphical representation of the value of your assets over time.</p>
 <p>The x-axis represents time. You can select the desired reporting period using the dropdown menu in the top-right corner. By default, the periods of 1 year, 2 years, 3 years, 4 years, 6 years, and the previous day are available. Additionally, you have the option to create a custom time period using the 'New' feature; see <a href="../../../../../concepts/reporting-period/">Reporting Period</a> for a description. Unlike the performance chart (found under <a href="../../performance/performance-chart/">View &gt; Reports &gt; Performance &gt; Chart</a>), you cannot adjust the time interval in this chart, as it is fixed at 1 day.</p>
+<h2 id="axes">Axes</h2>
 <p>The y-axis displays the total value of your assets, denominated in the portfolio's default currency. Larger numbers are condensed by adding 'k', where 1k equals 1000 units of the portfolio currency. You can adjust the scale of this axis by scrolling with the middle mouse button. Hold the mouse position at the value (e.g. 4k) where you want to increase or decrease the scale around.</p>
 <p><figure class="pp-figure" id="_figure-1"><figcaption>Figure 1.  Chart of the Total value of the demo portfolio.</figcaption><img alt="" src="../images/sb-reports-chart.svg"></figure></p>
+<h2 id="canvas">Canvas</h2>
 <p>The canvas is a graphical representation of one or more data series. A data series typically comprises a set of paired data points presented in a table format, such as dates and their corresponding values. By default, two data series are displayed: 'Transferals' (primarily deposits) and 'Total' (see below for an explanation of all possible data series). When you left-click the canvas and hold the mouse down on a specific day, for example, March 28, 2022, a dialog box will appear, displaying detailed values for all data series on that day.</p>
 <p>Right-clicking on the chart canvas provides additional options (see Figure 1).</p>
 <ul>
@@ -3439,7 +3533,8 @@ <h1 id="statement-of-assets-chart">Statement of Assets › Chart</h1>
 <li>Various navigation options with their respective shortcut keys, such as Zoom In (Ctrl+Arrow Up), Scroll Up (Arrow Up), and more.</li>
 <li>Save diagram: This feature allows you to save the visible chart as a PNG or JPG image on your computer.</li>
 </ul>
-<p>Right-clicking on the legend icons (for example, the blue and red squares from Figure 1) will give you access to additional formatting options. For all types of data series and their legend entries, you can modify the <code>Color</code>, <code>Position</code> (Send backwards, Send to back or Bring forward, and Bring to Front), and <code>Sort</code> (A-Z or Z-A). The latter two options will reorganize the legend entries accordingly. In the case of a line-type data series like the Total value, you can also adjust the <code>Line Style</code> (solid, dash, dot, ...), and the <code>Show Area</code> option (which fills the area below the data series). In addition, you have the option to either hide (where the legend entry remains visible, but the data series is not displayed on the chart) or remove the series altogether (both the legend and data series are removed from the chart). </p>
+<h2 id="legend">Legend</h2>
+<p>Right-clicking on the legend icons (for example, the blue and red squares from Figure 1) will give you access to additional formatting options. For all types of data series and their legend entries, you can modify the <code>Color</code>, <code>Position</code> (Send backwards, Send to back or Bring forward, and Bring to Front), and <code>Sort</code> (A-Z or Z-A). The latter two options will reorganize the legend entries accordingly. In the case of a line-type data series like the Total value, you can also adjust the <code>Line Style</code> (solid, dash, dot, ...), and the <code>Show Area</code> option (which fills the area below the data series). In addition, you have the option to either hide (where the legend entry remains visible but is crossed out, and the data series is not displayed on the chart) or remove it entirely (both the legend and the data series are completely removed from the chart). You can also hide or reveal a data series by double-clicking on the corresponding legend icon.</p>
 <p><figure class="align-right" id="_figure-2"><figcaption>Figure 2.  Data series for chart.</figcaption><img alt="" src="../images/sb-reports-chart-gear-add-dataseries.png"></figure></p>
 <p>Using the gear icon located at the top right, you can reveal additional data series on the chart. Once a data series is added to the chart, it will no longer be visible in the list of Figure 2. Remember that in the demo-portfolio, we have two brokers; where broker-1 has two deposit accounts (EUR and USD). Broker-2 has only one EUR-deposit account. </p>
 <p>With the <code>Accounts and Portfolios</code> option, you can choose to display specific combinations of accounts, such as broker-1 along with its USD deposit account. Select the appropriate option and hold Ctrl to add more selections. Once you've added a data series, it will no longer appear in the list of available data series in Figure 2, but you'll find it checked in the gear menu. You can remove a data series from the chart by unchecking it in the gear menu or by deleting it from the legend (as explained above).</p>
@@ -3483,7 +3578,7 @@ <h1 id="statement-of-assets-chart">Statement of Assets › Chart</h1>
     <span class="md-icon" title="Last update">
       <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M21 13.1c-.1 0-.3.1-.4.2l-1 1 2.1 2.1 1-1c.2-.2.2-.6 0-.8l-1.3-1.3c-.1-.1-.2-.2-.4-.2m-1.9 1.8-6.1 6V23h2.1l6.1-6.1-2.1-2M12.5 7v5.2l4 2.4-1 1L11 13V7h1.5M11 21.9c-5.1-.5-9-4.8-9-9.9C2 6.5 6.5 2 12 2c5.3 0 9.6 4.1 10 9.3-.3-.1-.6-.2-1-.2s-.7.1-1 .2C19.6 7.2 16.2 4 12 4c-4.4 0-8 3.6-8 8 0 4.1 3.1 7.5 7.1 7.9l-.1.2v1.8Z"/></svg>
     </span>
-    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">October 4, 2024</span>
+    <span class="git-revision-date-localized-plugin git-revision-date-localized-plugin-date">October 5, 2024</span>
   </span>