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Re: table view rather than graph

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Posted by Mark on January 18, 2003 at 20:39:56:

In Reply to: table view rather than graph posted by llwb on January 18, 2003 at 11:07:19:

: Is there a way to create a simple list of ticker symbols with date of buy, number of shares, and cost of shares and then retrieve stock quotes from the internet for these stocks? I would like to be able to open this list of stocks rather than have to open one at a time each individual stock in the graph view. Can this be done? TIA llwb

Hi llwb,

You can use "portfolios" to open all the investments automatically that
you've assigned to that portfolio. That way, you don't have to open
the investments individually.

You can have a list (report), and have the fields you're describing.
The retrieve of prices occurs for all open investments, whether you
are viewing a report or looking at them in graphs. It sounds like what
you're needing is the portfolio feature.

You can search the online help for "portfoios", or you can walk through
our online tutorial. The tutorial walks you through setting up a portfolio.

Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP

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