Up and running fine, Terence. As they say, the check is in the mail.
Nice app, nice price.
A few suggestions/comments:
First: I'm using two groups within one .wsx file to track two separate trading accounts -- that way I don't have to keep flipping screens. There is some overlap in securities held in the two accounts, although they were bought at different times and prices. WSX seems to sort by symbols alone, and doesn't differentiate between the two accounts when one group or the other is highlighted, and so shows the aggregate of all holdings for the symbol in both accounts (along with their average cost and gain)in the Positions window, and lists all of the transactions in both accounts in the Transactions window. It would be great if this could be changed to only show positions/ transactions in the currently highlighted group, or better yet make this a user-definable option.
Second, another vote that it would be great to show % G/L, hopefully in the aggregate for a symbol in Positions window next to Capital Gain, as well as next to each individual transaction in the Transactions window.
Third, WSX seems to compute Current Value based on Bid price for NASDAQ stocks. While this may be technically correct, it seems that brokers all use Last Sale to compute a stock's value. This means there's a discrepancy between my broker's listed portfolio value and WSX. I'd much rather base the value on Last Sale, or at least have an option to do so, just for the sake of consistency -- that way I know I haven't made a mistake entering a transaction.
Thanks for a good app,
Joel |
