Re: How do I display...

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Posted by Mark on November 19, 2006 at 10:15:56:

In Reply to: How do I display... posted by David on November 19, 2006 at 04:31:08:

: I used to do this in the free MSN portfolio manager, but that died on my after their latest "upgrade" two days ago, so please tell me how I can get a similar result in FM 7 or 8:

: I want to download today's prices, let's say every 20 minutes, and have the screen display one of my portfolios - the one with my active securities - with the change from yesterday's closing prices. That way I can at a glance compare the behavior of my portfolio or any part of it today with that of SPY, which I would be using as a proxy for the S&P500, or 'the market', and thus see if any sectors are behaving interestingly, etc.

: Is there any way I can do something like this, other than closing and reopening a Portfolio Performance report with yesterday's starting date after each price download?

: Thanks.
: David.

Hi David,

First, you would want to set up FM to automatically retrieve quotes every 20 minutes. To do this, go to "Options / Internet Settings...". Turn on "Automatic Retrieve" and then click the "Frequency..." button to set it to 20 minutes.

You could create a custom report with "Percentage Change In Value From Previous". Alternatively, you could add the "%Change" column to the Portfolio Editor. To do this, use "View / List Columns..." from within the Portfolio Editor.

Thanks,
Mark
--
Fund Manager - Portfolio Management Software

Replies:

• Re: How do I display... David 10:39:37 11/19/06 (1)
  • Re: How do I display... Mark 10:52:27 11/19/06 (0)