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Re: table view rather than graph

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Posted by llwb on January 20, 2003 at 10:03:15:

In Reply to: Re: table view rather than graph posted by Mark on January 19, 2003 at 15:15:08:

: : : : 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?
: : TIA
: : 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.

: Thanks,
: Mark
Mark, I think I do understand what you are saying here but my situation is that the stocks were each purchased on different days/years - so I just set the starting report date to the earliest purchase. The idea is that the report will list all the stocks with purchase date, number of shares, cost of share - and that these tickers can be updated by retieving quotes from the internet. I am getting the value for the date I retrieve but not the value for the date of purchase.

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