Thanks.  Good answer.  Wasn't sure if I were a doofus or not.  Just wanted to make you aware if you weren't.

I am not running Windows RT.  I am running full Windows 8 with Silverlight and downloaded the application to my computer.  It's fine when the tablet is connected to the keyboard because it has a touchpad, but when in tablet mode, there is no keypad so I can't right-click.  With many applications, holding down your finger for a few seconds brings up a box that gives additional functionality. Unfortunately, the whole application isn't compatible with a touch screen - no ability to zoom-in, zoom-out using the touchscreen.  I don't care that much about that but I would like to be able to reach the items on the menus you get by right-clicking and I don't see any other way to get to them.

It doesn't appear that one can right-click to see comparisons, etc on a Windows 8 touchscreen tablet.  Is there a way of doing it and, if not, are there plans to make it compatible with Windows 8 tablets?

In the past I could set the date I wanted the note to correspond to.  It seems now I can only have the date of the note be on the date it is written.  If I want a note written today to appear at a previous date, is it possible do so?

Thanks for your response.  Here's what I did.  I used the formula above (*100) to compute the YTD %.  I included SP-500 in my watchlist and then sorted on the YTD %.  That way I have a list showing all stocks in watchlist above and below the YTD % of the S&P.  It's easy to see by how much by comparing the two percentages. I'm not able to plot it over time but at least I can get an instantaneous view.

I've tried to make a pcf to measure the percentage change in a stock to that of the sp-500.  For the former I used (c-c'12/30/11')/c'12/30/11' which seems to work.  However, I can't figure out a legitimate way to compute the corresponding % for the SP-500.  I know the symbol SP-500 is recognized by the PCF syntax but I can't figure out how to get the starting value for the year into the formula.  Any help is appreciated.  I want %change in c ytd - %change in SP-500 ytd.  Thanks.

Is there a way to multiply the price column by the number of shares column to get current value?  Would allow ranking of portfolio stocks by current market value.