Re: table view rather than graph
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Posted by llwb on January 20, 2003 at 18:29:53:
In Reply to: Re: table view rather than graph posted by Mark on January 20, 2003 at 16:54:25:
: : : : : : 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
: : : : : --
: : : : 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.
: : TIA
: : Laurel
: Hi Laurel,
: Since stocks can have multiple purchases/dates, do you want a list of all
: the purchases? If so, this is in the Investment Transactions report. The
: value on past purchase dates won't change, as you update the current price.
: I think you are asking for a report that shows Value (end), # of Shares,
: Cost, etc. For this, you can use a custom report. I may be missing your
: question, so if you have some specific examples that may help.
Thanks for your patience, Mark. Here is an example. Let's say I own 3 stocks and I make a Custom Report with Settings for symbols IBM, MMM, GE - Investment Inception Date 1/2/2000, 1/2/2001, 1/2/2003 - shares purchased 100, 100, 100 -
Share Price(begin) $A, $B, $C - Share price(end) - to be retrieved from Internet. I would also like to see Value at beginning (100X$A, 100X$B, 100X$C). But instead my report shows all zeros for value at beginning. Is that clearer?