|
PureBytes Links
Trading Reference Links
|
<x-html><!DOCTYPE HTML PUBLIC "-//W3C//DTD W3 HTML//EN">
<HTML><HEAD>
<META content=text/html;charset=utf-8 http-equiv=Content-Type>
<STYLE></STYLE>
<META content='"MSHTML 5.00.0910.1309"' name=GENERATOR></HEAD>
<BODY>
<DIV><FONT size=2>Hi Glen,</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2>Try this out...</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2><A
href="http://www.moneymaximizer.com/";>http://www.moneymaximizer.com/</A></FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2>Best Regards,</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2>Matt Bowen</FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV> </DIV>
<DIV> </DIV>
<DIV><FONT size=2>----- Original Message ----- </FONT>
<DIV><FONT size=2>From: Glen Wallace <<A
href="mailto:gcwallace@xxxxxxxx";>gcwallace@xxxxxxxx</A>></FONT></DIV>
<DIV><FONT size=2>To: MetaStock listserver <<A
href="mailto:metastock@xxxxxxxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxxxxxxx</A>></FONT></DIV>
<DIV><FONT size=2>Sent: Monday, March 15, 1999 7:22 PM</FONT></DIV>
<DIV><FONT size=2>Subject: Portfolio accounting software</FONT></DIV></DIV>
<DIV><FONT size=2><BR></FONT></DIV><FONT size=2>>My good old MS-DOS portfolio
accounting software must be retired this year<BR>>because of Year 2000
non-compliance. Can anyone recommend a good package<BR>>to track
investment gains and losses?<BR>><BR>>Tax reporting is the primary
concern, however the application should be able<BR>>to handle multiple
brokerage accounts, foreign currency translation, short<BR>>selling, and all
types of securities (stocks, options, futures,<BR>>T-bills/bonds).
Because of the quirks in the tax systems, a Canadian<BR>>application would be
preferable, though not necessary. Basic packages like<BR>>Quicken and
Microsoft Money would not be suitable.<BR>><BR>>I would be happy to
investigate suggestions and compile a list of<BR>>applications and their
features, if people wish.<BR>><BR>>Thanks.<BR>></FONT></BODY></HTML>
</x-html>From ???@??? Tue Mar 16 08:47:41 1999
Received: from listserv.equis.com (204.246.137.2)
by mail02.rapidsite.net (RS ver 1.0.2) with SMTP id 5117
for <neal@xxxxxxxxxxxxx>; Tue, 16 Mar 1999 11:43:34 -0500 (EST)
Received: (from majordom@xxxxxxxxx)
by listserv.equis.com (8.8.7/8.8.7) id AAA03121
for metastock-outgoing; Wed, 17 Mar 1999 00:02:35 -0700
X-Authentication-Warning: listserv.equis.com: majordom set sender to owner-metastock@xxxxxxxxxxxxx using -f
Received: from freeze.metastock.com (freeze.metastock.com [204.246.137.5])
by listserv.equis.com (8.8.7/8.8.7) with ESMTP id AAA03114
for <metastock@xxxxxxxxxxxxxxxxxx>; Wed, 17 Mar 1999 00:02:32 -0700
Received: from tradingtech.com (tradingtech.com [216.28.21.250])
by freeze.metastock.com (8.8.5/8.8.5) with ESMTP id JAA05896
for <metastock@xxxxxxxxxxxxx>; Tue, 16 Mar 1999 09:00:56 -0700 (MST)
Received: by tradingtech.com from localhost
(router,SLMail V3.0); Tue, 16 Mar 1999 10:46:06 -0500
Received: by tradingtech.com from speedygonzales [216.28.21.251]
(SLmail 3.0.2421 ()); Tue, 16 Mar 1999 10:46:05 -0500
Message-ID: <005201be6fc3$fd4c6260$97151cd8@xxxxxxxxx>
From: "Matt Bowen" <bowenarrow@xxxxxxxxxxxxxxx>
To: <metastock@xxxxxxxxxxxxx>,
"MetaStock listserver" <metastock@xxxxxxxxxxxxxxxxxx>
Subject: Re: Portfolio accounting software
Date: Tue, 16 Mar 1999 10:45:16 -0500
MIME-Version: 1.0
Content-Type: multipart/alternative;
boundary="----=_NextPart_000_004F_01BE6F9A.1423F4A0"
X-Priority: 3
X-MSMail-Priority: Normal
X-Mailer: Microsoft Outlook Express 5.00.0810.800
X-MimeOLE: Produced By Microsoft MimeOLE V5.00.0810.800
Sender: owner-metastock@xxxxxxxxxxxxx
Precedence: bulk
Reply-To: metastock@xxxxxxxxxxxxx
X-Loop-Detect: 1
X-UIDL: d6328f3ebb7819762227c243ba3bb431.04
<x-html><!DOCTYPE HTML PUBLIC "-//W3C//DTD W3 HTML//EN">
<HTML><HEAD>
<META content=text/html;charset=utf-8 http-equiv=Content-Type>
<STYLE></STYLE>
<META content='"MSHTML 5.00.0910.1309"' name=GENERATOR></HEAD>
<BODY>
<DIV><FONT size=2>Hi Glen,</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2>Try this out...</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2><A
href="http://www.moneymaximizer.com/";>http://www.moneymaximizer.com/</A></FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2>Best Regards,</FONT></DIV>
<DIV> </DIV>
<DIV><FONT size=2>Matt Bowen</FONT></DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV><FONT size=2></FONT> </DIV>
<DIV> </DIV>
<DIV> </DIV>
<DIV><FONT size=2>----- Original Message ----- </FONT>
<DIV><FONT size=2>From: Glen Wallace <<A
href="mailto:gcwallace@xxxxxxxx";>gcwallace@xxxxxxxx</A>></FONT></DIV>
<DIV><FONT size=2>To: MetaStock listserver <<A
href="mailto:metastock@xxxxxxxxxxxxxxxxxx";>metastock@xxxxxxxxxxxxxxxxxx</A>></FONT></DIV>
<DIV><FONT size=2>Sent: Monday, March 15, 1999 7:22 PM</FONT></DIV>
<DIV><FONT size=2>Subject: Portfolio accounting software</FONT></DIV></DIV>
<DIV><FONT size=2><BR></FONT></DIV><FONT size=2>>My good old MS-DOS portfolio
accounting software must be retired this year<BR>>because of Year 2000
non-compliance. Can anyone recommend a good package<BR>>to track
investment gains and losses?<BR>><BR>>Tax reporting is the primary
concern, however the application should be able<BR>>to handle multiple
brokerage accounts, foreign currency translation, short<BR>>selling, and all
types of securities (stocks, options, futures,<BR>>T-bills/bonds).
Because of the quirks in the tax systems, a Canadian<BR>>application would be
preferable, though not necessary. Basic packages like<BR>>Quicken and
Microsoft Money would not be suitable.<BR>><BR>>I would be happy to
investigate suggestions and compile a list of<BR>>applications and their
features, if people wish.<BR>><BR>>Thanks.<BR>></FONT></BODY></HTML>
</x-html>From ???@??? Tue Mar 16 11:09:19 1999
Received: from listserv.equis.com (204.246.137.2)
by mail02.rapidsite.net (RS ver 1.0.2) with SMTP id 6935
for <neal@xxxxxxxxxxxxx>; Tue, 16 Mar 1999 14:08:28 -0500 (EST)
Received: (from majordom@xxxxxxxxx)
by listserv.equis.com (8.8.7/8.8.7) id CAA04553
for metastock-outgoing; Wed, 17 Mar 1999 02:32:56 -0700
X-Authentication-Warning: listserv.equis.com: majordom set sender to owner-metastock@xxxxxxxxxxxxx using -f
Received: from freeze.metastock.com (freeze.metastock.com [204.246.137.5])
by listserv.equis.com (8.8.7/8.8.7) with ESMTP id CAA04550
for <metastock@xxxxxxxxxxxxxxxxxx>; Wed, 17 Mar 1999 02:32:54 -0700
From: Wooglinx@xxxxxxx
Received: from imo20.mx.aol.com (imo20.mx.aol.com [198.81.17.10])
by freeze.metastock.com (8.8.5/8.8.5) with ESMTP id LAA06004
for <metastock@xxxxxxxxxxxxx>; Tue, 16 Mar 1999 11:31:18 -0700 (MST)
Received: from Wooglinx@xxxxxxx
by imo20.mx.aol.com (IMOv19.3) id uILYa16736;
Tue, 16 Mar 1999 13:01:44 -0500 (EST)
Message-ID: <67cf8d6f.36ee9c88@xxxxxxx>
Date: Tue, 16 Mar 1999 13:01:44 EST
To: metastock@xxxxxxxxxxxxx
Cc: Walter Lake <wlake@xxxxxxxxx>
Mime-Version: 1.0
Subject: Use of EXCEL
Content-type: text/plain; charset=US-ASCII
Content-transfer-encoding: 7bit
X-Mailer: AOL 4.0 for Windows 95 sub 4
Sender: owner-metastock@xxxxxxxxxxxxx
Precedence: bulk
Reply-To: metastock@xxxxxxxxxxxxx
X-Loop-Detect: 1
X-UIDL: 7d725adf29c4f6fbea5355a2f5976318.01
Walt, et al.
I have been following this subject and one question I have is how do you plan
to handle a large number of stocks in one's data base. I currently have about
1400 stocks and indices for which I download data every night. I also use
several different templates, each with at least two indicators up to as many
as 6 on the same chart.
In EXCEL, would you have to maintain a separate sheet for each stock with the
indicators resident on the same sheet to perform the computations against the
stock data? If so, that would not only mean a lot of sheets for a large data
base of stocks, but also a huge amount of redundancy of indicator
calculations. Or, is there some plan to have separate sheets of just
indicators that can be "called" at will and applied against the sheet of stock
data? And, if so, will you be able to "call" more than one indicator at the
same time?
While I have used EXCEL extensively for business plan and budget modeling (and
Lotus and MultiPlan in the past), I have not as yet considered / studied its
application to stock data analysis. Hopefully, there are positive answers to
the questions posed.
Jim Barone
|