tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/437-investment-portfolio-reports-badly-neededInfinite Kind: Discussion 2016-03-21T17:30:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382490742015-10-20T18:19:17Z2015-10-20T18:19:17ZInvestment Portfolio Reports - Badly Needed!<div><p>Hi David,</p>
<p>Can you tell us more specifically the features your ideal report
would contain?</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/382490742015-10-21T15:27:54Z2015-10-21T15:27:55ZInvestment Portfolio Reports - Badly Needed!<div><p>What we need is an online version of a performance report for
our portfolio that we can keep up during the day and watch our
stocks.</p>
<p>It would show the stuff you have now, plus current price and %
change during the day, EPS, P/E, volume, and other basic info -
nothing too fancy.</p>
<p>It would also be able to group the securities together according
to industry - you could do this by letting us group by "tags" that
we enter.</p>
<p>thanks!<br>
David Taylor</p></div>David Taylortag:infinitekind.tenderapp.com,2009-01-14:Comment/382490742015-12-21T17:28:41Z2015-12-22T13:45:30ZInvestment Portfolio Reports - Badly Needed!<div><p>I am also considering a transfer from Quicken and find the
Investment Performance report limited. At a minimum, this simple
performance report should include an option (with the default as
"on") to include unrealized gains/losses. You can also compute
performance like Quicken by comparing beginning fair value to
ending fair value of the investment accounts adjusted for
transfers.</p></div>Jeff Stephenson