SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
SI - Site Forums : Silicon Investor - Welcome New SI Members!

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James Strauss who wrote (1354)5/8/1998 9:29:00 PM
From: SI Brad  Read Replies (5) of 32871
 
James,

We have the functionality now, but it's not as automated as you might like.

Some of this I'm sure you already know, but in case anyone else reads this...

Our portfolios have 3 "views", each one more functional than the one before it.

(Step 1) You start with the "basic view" where you just enter ticker symbols and submit.

(Step 2) If you then scroll down, you'll see a checkbox for "Enter Shares". Check that and press, edit and your in the "Daily Change" view. Enter the number of shares and submit.

(Step 3) Scroll down again and you'll see "Enter Purchase Information". There you can enter the date of purchase, and the price at which you bought the shares.

Once you've completed these three steps, you'll see a pull-down box with

Basic
Daily Change
Portfolio Performance

The Portfolio Performance view has a %%%% column for the change vs. the entry price, as well as totals at the bottom of the page.

Does this do the trick, or did the question go over my head?

Brad
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext