Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Re: Short Sales

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

Posted by Mark on May 26, 2002 at 09:31:18:

In Reply to: Re: Short Sales posted by Bob Chaphe on May 26, 2002 at 08:04:05:

: Mark
: How about a "tick" box in the "purchase/sell" screen indicating it's a short sale which then tells the program to reverse the gains/losses. A modification with an "if/then".
: Thx
: Bob

: : :

: : : Looks like the Gain, Yield and ROI computations have trouble with Short Sales. Any way around it?

: : Hi JB,

: : You're right, the %Gain and ROI yields are not well suited for short positions.
: : The FP yields are still valid. I don't have any good ideas for ways around
: : this right now. I'll have to put some thought into how to support this.
: : If you have any ideas please let me know.

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

Hi Bob,

Thanks for the idea.

Right now FM automatically calculates whether it was a short or long buy/sell
for you. It does this by looking at the share balance. If you sell shares
and have a negative share balance you are increasing your short position.

The problem I see is that if the user chooses a different short/long value
than FM auto-calculates. I'm sure there is a way to solve these problems,
I'll have to give it some more thought.

Thanks,
Mark
--
Mark Beiley

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



Replies:



FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy