Investment management
I would like to set up a table showing my stock portfolio. It should show stock name, symbol, price, cost of one share, total value held, total cost, percent gain or loss. It should be able to get stock price off the internet so as to update itself as prices change.
At bottom it should show totals of all dollar amounts of total value, total cost and percent.
I can enter amounts manually.
Richard Lynn - (914) 941-8303 [email blocked]
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1 Posted by -Kevin N. on 23 Sep, 2015 10:55 PM
Hi Richard,
I'm not quite sure that I hear a question there but if you're asking if this can be done in Moneydance, you should try generating the Portfolio Report.
If I may make a suggestion, d/l the free trial version of Moneydance to see if it suits your needs.
http://infinitekind.com/download-moneydance-personal-finance-software
HTH -Kevin N.
System closed this discussion on 19 Mar, 2016 05:00 AM.