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jonathan.elemento
Posted : Thursday, March 22, 2012 4:44:18 PM
Registered User
Joined: 10/21/2011
Posts: 8

I would like to add a "net position value" for the positions on one of my watchlists.  Can you please

help me create a formula for this as I do not see this included in your Portfolio Columns.

 

Thanks

Jonathan 

Bruce_L
Posted : Thursday, March 22, 2012 4:48:38 PM


Worden Trainer

Joined: 10/7/2004
Posts: 65,138

How would this differ from Position Net?



-Bruce
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jonathan.elemento
Posted : Thursday, March 29, 2012 11:49:08 AM
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Joined: 10/21/2011
Posts: 8

Position Net only shows the share price change, not the total value change of the position.

Bruce_L
Posted : Thursday, March 29, 2012 11:54:06 AM


Worden Trainer

Joined: 10/7/2004
Posts: 65,138

There is now a Profit/Loss Portfolio Column available. It includes the number of shares in its calculations.



-Bruce
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jonathan.elemento
Posted : Monday, April 2, 2012 10:16:27 AM
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Joined: 10/21/2011
Posts: 8

Yes, I use the profit/loss column currently.  What I am looking for is a Current Value column.

Bruce_L
Posted : Monday, April 2, 2012 10:37:25 AM


Worden Trainer

Joined: 10/7/2004
Posts: 65,138

Thank you for your suggestion. It has been assigned case number 7018.



-Bruce
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jonathan.elemento
Posted : Wednesday, April 4, 2012 2:20:00 PM
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Joined: 10/21/2011
Posts: 8

Thanks Bruce.

Bruce_L
Posted : Wednesday, April 4, 2012 2:21:53 PM


Worden Trainer

Joined: 10/7/2004
Posts: 65,138

You're welcome.



-Bruce
Personal Criteria Formulas
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