#126 WISH: Consolidated Portfolio

Wishlist
closed-fixed
Portfolio (43)
5
2006-12-03
2006-12-03
Anonymous
No

Add the option to create a new portfolio that is a consolidated portfolio. It would allow you to pick which portfolios you want to join together into one view.

Version: svn
Language: NOT USING NLS
Crypto: libmhash
TA-lib Version: < 0.2.0
Compression: enabled
SQL Support: enabled
OS: Linux 2.6.16-gentoo-r7
Bit Size: 32 bits
Server: Apache
User Agent: Opera/9.02 (X11; Linux i686; U; en)
Contact: kevinj@procom.ca

Discussion

  • Michael Williamson

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    user_id=1281708
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    Added the consolidated portfolio in. One thing that is does which you may wonder about is that if a security is listed in two portfolios (or more) then it is shown twice in the consolidated portfolio. The reason is allow more detailed tracking. Maybe in the future add an option to decide which way you want to do (average them or show twice).

     
  • Michael Williamson

    • labels: --> Portfolio
    • milestone: --> Wishlist
    • assigned_to: nobody --> mwilliamson
    • status: open --> closed-fixed
     

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