Tracking Performance by Strategy?

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Posted by Randy on September 28, 2007 at 14:30:57:

I currently use several different strategies for managing my portfolio. At present, I'm using a spreadsheet to track the performance of each individual strategy, as Quicken doesn't have a mechanism for categorizing or assigning a strategy type to a given stock pick.

I really want to replace the spreadsheet with something more automated. An ideal solution would provide me with the ability to either:

- export trades from my broker, append a strategy name to each buy trade, import the data and then report the results by assigned strategy

- assign a strategy to each held stock through the UI then report results by strategy.

Does FM support something like this?

Thanks,
Randy

Replies:

• Re: Tracking Performance by Strategy? Mark 14:39:00 09/28/07 (0)