Fund Manager
Contact Us

Re: table view rather than graph

[ Q3 01 - Q1 03 Archive ] [ Current Message Board ] [ Archives ] [ Search ]

Posted by llwb on January 19, 2003 at 11:39:29:

In Reply to: Re: table view rather than graph posted by Mark on January 18, 2003 at 20:39:56:

: : 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.

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
: /XP

Hello Mark. Thank you. I am on the way to accomplishing what I want - I have set up a "custom" report with the following settings: Symbol, Investment Inception Date, Shares Purchased (between), Share Price(beginning), Share price(ending), Gain Per Share(between). When I add Value(beginning) to the settings, however, I get all zeros instead of the calculation of shares X price. Am I missing something?

Replies: | Search | Site Map | About Us | Privacy Policy