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 $