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Re: table view rather than graph

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Posted by Mark on January 19, 2003 at 15:15:08:

In Reply to: Re: table view rather than graph posted by llwb on January 19, 2003 at 11:39:29:

: : : 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?
: llwb

Hi llwb,

The Value (beginning) field is:

The market value of this investment at the start of the beginning report date.
(This is the closing value from the date prior to the report's starting date.)

So, for example, if you first invested on 1/1/03, to get the value at the
end of 1/1/03, you would set the starting report date to 1/2/03. The
ending value on one date is the same as the starting value of the next day.

Mark Beiley

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

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