STOCK PORTFOLIO

STOCK PORTFOLIO offers a simple method to input stocks and track their progress.

Features :
-Update data on demand via internet.
-Four customizable portfolios.
-Unlimited stock entries per portfolio.
-Eighteen customizable columns for unique user views.
-Horizontal column scrolling & vertical stock scrolling.
-Access international markets.
-Detailed stock information.
-Determine overall position of each portfolio.
-Estimate the break even point of individual or multiple same code stock parcels.
-Calculate brokerages.
-Set user defined brokerage rules. Fixed and Percentage.
-Auto check code existence.
  
User Manual  
Internet availability is essential.

*ADD STOCK
Use the ADD button and input data in the required fields. Codes are entered in the yahoo format of code and locale. For example CBA.AX, BHP.L . US stocks do not require the locale suffix. Examples of indices include: ASX (^AORD), Dow Jones (^DJI), London (^FTSE), Hong Kong (^HSI), Tokyo (^N225). The current portfolio name is displayed at the top and can be changed by using the PORTFOLIO button. CLEAR, DELETE and SAVE buttons perform the tasks described by their names. The BROKERAGE button will calculate the rate according to the user defined rules. On SAVE, the program will determine if the code entered exists and to which exchange it belongs. The data must be valid to proceed.

*EDIT STOCK INFORMATION
Use the EDIT button to re-enter / alter data.Select the stock from the list. All fields including parent portfolio can be altered. Edit mode is depicted by a tick.  

*COLLAPSE / EXPAND STOCK VIEWS
This feature will sum or seperate (expand) the same name stock parcels. In edit mode and portfolio change the view is always reset to the expanded view.

*SELECT PORTFOLIO
The PORTFOLIO button allows the user to navigate between four portfolios. Only the stocks attached to each portfolio will be displayed.

*RENAME PORTFOLIO
Assessed via SETTINGS or PORTFOLIO button. The four available portfolios can be renamed.

*COLUMN SETUP
The portfolio columns are completely customizable and allow the user to individualize views. Up to eighteen are available. Options include Last, Change, Cost (amount x price), Profit/Loss, Total % Gain, Day Gain, Day % Gain, % Change, Open, Previous Close, Day Low, Day High, Year Low, Year High, Volume, Dividend & Ex-Dividend Date. The columns can be hidden or displayed according to the selection. Accessed via settings. Two options are also available to display the purchase amount and price by checking the appropriate boxes. These will be appear under the stock code.

*DETAILED STOCK INFORMATION
Information available includes: Options as above & Market Capital, P/E ratio, Dividend, Ex-Dividend date, Percentage Change From 50-day Moving Average, Percentage Change From 200-day Moving Average.

*BREAK EVEN POINT
Enter this mode from the INFO section. All stocks of the same name will be listed. Sell brokerages and break even prices will be determined individually for each parcel and for the total amount. Total profit/loss is also calculated.

*BROKERAGE RATES
Set rules to determine brokerage rates. Select price ranges and how to calculate (fixed or percentage). Enter this section via SETTINGS.  

For example fixed rates;
FROM        TO          RATE   Fixed (or) %
0.00        10000.00    19.95  Fixed
10000.01    20000.00    29.95  Fixed
20000.01  1000000.00    39.95  Fixed

For example percentage rates;
FROM        TO          RATE   Fixed (or) %
0.00        10000.00    19.95  Fixed
10000.01    20000.00    29.95  Fixed
20000.01   1000000.00   0.0012 %

*CUSTOMIZE PORTFOLIO VIEW
In SETTINGS the amount and price can be displayed by checking the appropriate boxes. These will be appear under the stock code on the next refresh.

*UPDATE DATA
Use the UPDATE button to refresh data on demand. This is obtained from yahoo finance. Information is delayed by 20 min.

Последние изменения:
IMPROVEMENTS
1) 18 customizable columns (including Open, Previous Close, Volume, Day High & Low, Dividend etc.).
2) Show amount & price under stock.
3) Horizontal COLUMN scrolling & vertical STOCK scrolling. (like in excel).
4) Collapse (sum) and expand (seperate) same name stocks.
5) Sound option.

Tech Support: acoresoftware@gmail.com
Please feel free to email any suggestions or problmes.

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