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Worden Discussion Forum » Customer Training & Support » Ask a Trainer - TC2000 version 12/18 » Portfolio

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rjbama1
Posted : Thursday, August 21, 2014 2:36:44 PM
Registered User
Joined: 6/14/2014
Posts: 4

Is it possible to create a portfolio using TC2000??.  If so, how?  I have viewed the list of videos and can't find an answer.  Please advise.

RJ
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Bruce_L
Posted : Thursday, August 21, 2014 2:48:32 PM


Worden Trainer

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

The closest thing there is in TC2000 to a portfolio is a Personal WatchList. You can right-click on a symbol in a Personal WatchList and select Edit Tracking Values to change the Price, Shares and Date for that particular symbol in that particular Personal WatchList.

Personal WatchLists

You can add WatchList Columns for Tracking Price, Tracking Date, Tracking %, Tracking Net, Tracking Shares and Tracking Gain/Loss based on the Tracking Values for that Personal WatchList.

Adding & Editing Watchlist Columns (4:23)


-Bruce
Personal Criteria Formulas
TC2000 Support Articles
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