STOCK PORTFOLIO

STOCK PORTFLIO offers a simple method to input stocks and track their progress.

  Features :
  - Update data on demand via internet.
  - Four customizable portfolios.
  - Unlimited stock entries per portfolio.
  - Access international markets.
  - Detailed stock information.
  - Determine overall position of each portfolio.
  - Estimate the break even point of individual or multiple
    same name stock parcels.
  - Calculate brokerages.
  - Set user defined brokerage rules. Fixed and Percentage.
  - Auto check code existence.
  
User Manual  
Internet availability is essential for this program to function.

*ADD STOCK
Use the ADD button and input data in the required fields. Codes are entered in the yahoo format of code and locale. For example CBA.AX, BHP.L . US stocks do not require the locale suffix. To input indices use  the ^ symbol (Shift & 6 key). Place zeros in all other fields. Examples include: ASX (^AORD), Dow Jones (^DJI), London (^FTSE), Hong Kong (^HSI), Tokyo (^N225). The current portfolio name is displayed at the top and can be changed by using the PORTFOLIO button. CLEAR, DELETE and SAVE buttons perform the tasks described by their names.
The BROKERAGE button will calculate the rate according to the user defined rules. On SAVE, the program will determine if the code entered exists and to which exchange it belongs. The data must be valid to proceed. Internet data is delayed by 15-20 min.

*EDIT STOCK INFORMATION
Use the EDIT button to re-enter / alter data. Select the stock from the list. All fields including parent portfolio can be altered. Edit mode is depicted by a tick.  

*SELECT PORTFOLIO
The PORTFOLIO button allows the user to navigate between four portfolios. Only the stocks attached to each portfolio will be displayed.

*RENAME PORTFOLIO
Assessed via SETTINGS or PORTFOLIO button. The four available portfolios can be renamed.

*DETAILED STOCK INFORMATION
Navigate to this section by selecting a stock from the list. Note this mode will only be entered if the EDIT function is off and depicted by a cross. Information available includes: Company Name ,Last Price, Change, Change Percentage, Ask, Bid, Open, Previous Close, Day Low & High, Year Low & High, Market Capital, P/E ratio, Dividend, Ex-Dividend date, Percentage Change From 50-day Moving Average, Percentage Change From 200-day Moving Average.

*BREAK EVEN POINT
Enter this mode from the INFO section. All stocks of the same name will be listed. Sell brokerages and break even prices will be determined individually for each parcel and for the total amount. Total profit/loss is also calculated.

*BROKERAGE RATES
Set rules to determine brokerage rates. Select price ranges and how to calculate (fixed or percentage). Enter this section via SETTINGS.  

For example fixed rates;
FROM        TO          RATE   Fixed (or) %
0.00        10000.00    19.95  Fixed
10000.01    20000.00    29.95  Fixed
20000.01  1000000.00    39.95  Fixed

For example percentage rates;  
FROM        TO          RATE   Fixed (or) %
0.00        10000.00    19.95  Fixed
10000.01    20000.00    29.95  Fixed
20000.01   1000000.00   0.0012 %

*UPDATE DATA
Use the UPDATE button to refresh data on demand. This is obtained from yahoo finance. Information is delayed by 20 min.

*Internet Connectivity
Absence of an internet connection will limit function to portfolio viewing only. All other tasks such as adding codes and viewing stock details will be disabled.