Re: Existing Portfolio

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In Reply to: Existing Portfolio posted by Dale on March 19, 2004 at 18:57:03:

: I have a current portfolio tracker that I use on a web sight for the last four years, I was looking at this software so I can keep track of lost and gains without having to depend on the web sight. But where would I begin to transfer things over?

:

: Thank you!

I think I figured it out, When I create my portfolio I would just take the number of shares I have and when I place price for purchase I would just place the cost\share cost in. Then that would show my total gain or lost? What you think? And as I go on buying stock or receive a dividend I would just plug the figures in. And when tax time comes I let my accountant take care of that part. I just want to keep track of what I'm putting in for money and if I'm making money or not.

Thanks.

Dale

Replies:

• Re: Existing Portfolio Mark 20:57:53 03/19/04 (0)