http://www.bullcharts.com.au/forum/ This is an XML content feed of; BullCharts : Tips and Tricks : Portfolio manager Copyright (c) 2006-2009 Web Wiz Forums - All Rights Reserved. Wed, 15 Apr 2026 07:26:38 +0000 Mon, 11 Jun 2012 13:07:34 +0000 http://blogs.law.harvard.edu/tech/rss Web Wiz Forums 9.69 360 www.bullcharts.com.au/forum/RSS_post_feed.asp?TID=828 http://www.bullcharts.com.au/forum/http://www.bullcharts.com.au/images/bull_logo.gif http://www.bullcharts.com.au/forum/ http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2964#2964 Author: bluey
Subject: 828
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
]]> Mon, 11 Jun 2012 13:07:34 +0000 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2964#2964 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2950#2950 Author: rbbrain
Subject: 828
Posted: 27 Apr 2012 at 5:56pm

Hi,
No, it maintains all transactions, so you can see performance, progressively.
Cheers
]]> Fri, 27 Apr 2012 17:56:16 +0000 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2950#2950 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2949#2949 Author: jalna
Subject: 828
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 ?]]> Fri, 27 Apr 2012 17:55:24 +0000 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2949#2949 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2947#2947 Author: rbbrain
Subject: 828
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
]]> Fri, 27 Apr 2012 17:28:47 +0000 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2947#2947 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2946#2946 Author: wombat40
Subject: 828
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
]]> Sun, 22 Apr 2012 14:52:56 +0000 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2946#2946 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2945#2945 Author: jalna
Subject: 828
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
]]> Fri, 20 Apr 2012 20:37:00 +0000 http://www.bullcharts.com.au/forum/forum_posts.asp?TID=828&PID=2945#2945