Re: table view rather than graph
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Posted by Mark on January 20, 2003 at 16:54:25:
In Reply to: Re: table view rather than graph posted by llwb on January 20, 2003 at 10:03:15:
: : : : : 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.
: 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,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP
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