Portfolio manager

Robert Brain (Brainy)

   I use Joseph Barrington-Law's JBL Risk Manager and find it excellent. Tells when to Hold & Exit trades and keeps track of present and sold trades.

Bluey

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bluey Members Profile Send Private Message Find Members Posts Add to Buddy List Newbie Joined: 25 Jul 2009 Location: Nambour, Qld Posts: 3	Post Options Post Reply Quote bluey Report Post Quote Reply Topic: Portfolio manager Posted: 11 Jun 2012 at 1:07pm
	I use Joseph Barrington-Law's JBL Risk Manager and find it excellent. Tells when to Hold & Exit trades and keeps track of present and sold trades. Bluey

rbbrain Members Profile Send Private Message Find Members Posts Visit Members Homepage Add to Buddy List BullCharts Staff Joined: 22 Jul 2006 Location: Melbourne Posts: 169	Post Options Post Reply Quote rbbrain Report Post Quote Reply Posted: 27 Apr 2012 at 5:56pm
	Hi, No, it maintains all transactions, so you can see performance, progressively. Cheers
	Robert Brain (Brainy) Convenor - Australian BullCharts User Group Brainy's Share Market Toolbox and BullCharts Tips [/CENTER

jalna Members Profile Send Private Message Find Members Posts Add to Buddy List Regular Joined: 31 Mar 2007 Posts: 95	Post Options Post Reply Quote jalna Report Post Quote Reply Posted: 27 Apr 2012 at 5:55pm
	so the portfolio manager just shows you what stock you have open in the market. It can't keep a running total of loss or profit on open and closed trades you have done in the past. is that correct ?

rbbrain Members Profile Send Private Message Find Members Posts Visit Members Homepage Add to Buddy List BullCharts Staff Joined: 22 Jul 2006 Location: Melbourne Posts: 169	Post Options Post Reply Quote rbbrain Report Post Quote Reply Posted: 27 Apr 2012 at 5:28pm
	Hi folks, This forum is for users to exchange ideas and ask each other questions. If my brief explanation about the latest Portfolio Manager doesn't help much, then we should refer to the BullCharts office (by email or phone). In the Portfolio Manager, it isn't obvious (and this version does need a little more tweaking); but it is possible to enter the sells. You need to consider each entry as a "position", and not as a "transaction". So, when you enter a "buy" you are opening a "position". To enter your sells against the same stock, you need to double-click on the "position" to open it (or use the "Position Edit" button at the bottom of the window), then you can "Enter" a transaction against this position. Without any screen prints, I hope that this explanation helps. I think the support staff will be pleased to take feedback by email to: info@bullsystems.com.au Cheers Robert B
	Robert Brain (Brainy) Convenor - Australian BullCharts User Group Brainy's Share Market Toolbox and BullCharts Tips [/CENTER

wombat40 Members Profile Send Private Message Find Members Posts Add to Buddy List Newbie Joined: 14 Aug 2010 Location: perth Posts: 8	Post Options Post Reply Quote wombat40 Report Post Quote Reply Posted: 22 Apr 2012 at 2:52pm
	Gday mate, im with you on this one...i could put the buys in , but not the sells...i think it falls short there... bought stator for that function.....it does it best mark

jalna Members Profile Send Private Message Find Members Posts Add to Buddy List Regular Joined: 31 Mar 2007 Posts: 95	Post Options Post Reply Quote jalna Report Post Quote Reply Posted: 20 Apr 2012 at 8:37pm
	When you sell some shares , how do you enter that into the portfolio manager ? I want to keep a running total of portfolio profit or loss. I can't work out how to put in my sells