>> However, since the New SI portfolios don't show date of acquisition or the dollar amount of daily gain for each stock, which I relied on, the whole process was a waste of time as I'm going to have to look elsewhere for portfolio tracking. <<
That stinks! That really will take away the fun of tracking the performance of a portfolio, and then abandoning it when one grows tired of it.
<g>
Rob (thanks!) showed me how to migrate the portfolios to the new SI, and it worked well. I'll therefore be able to provide pointers (see next few posts, or posts over the weekend), but..... geeze, the new system doesn't correct the deficiencies of the old one (cash from profits contributing to basis as shown), plus there are new one.
Oh, well. Best to quit while we're ahead, in any event. Anyone have ideas for how we could follow new ones that we might want to establish? |
