Portfolio
LastUpdated: $Id: Portfolio.html,v 1.1.1.1 2001/08/09 19:02:50 moreejt Exp $
The portfolio screen will look something like this. These are the only two cases of searching that we will implement by account then stock or by stock ignoring account.
- Account1
- Stock 1
Lot 1 Date* Shares
Lot 2 Date Shares
Lot 3 Date Shares
Stock 1 Total Shares Price Cost MktVal
+ Stock 2 Shares Price Cost MktVal
Account 1 Total Cost MktVal Gain/loss
+ Account 2 Total Cost MktVal Gain/loss
+ Account 3 Total Cost MktVal Gain/loss
Totals Cost MktVal Gain/Loss
or
+ Stock 1 Shares Cost Price MktVal
- Stock 2
Lot 1 Date Shares
Lot 2 Date Shares
Stock 2 Total Shares Cost Price MktVal
Total Cost MkVal Gain/Loss
Copyright (c) 2001 HLR
Permission is granted to copy, distribute and/or modify this document
under the terms of the GNU Free Documentation License, Version 1.1;
A copy of the license is available at
http://www.gnu.org/licenses/licenses.html#FDL.
Updated: $Id: Portfolio.html,v 1.1.1.1 2001/08/09 19:02:50 moreejt Exp $