skills4testing / stock-portfolio-manager

Automatically exported from code.google.com/p/stock-portfolio-manager
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suggestions to improve the program #49

Closed GoogleCodeExporter closed 8 years ago

GoogleCodeExporter commented 8 years ago
great start!
my bias:  I think most investors are looking for a SIMPLE program to track 
investments especially for CAPITAL GAINS/LOSSES purposes (tax).

Therefore some suggestions to improve:  (while keeping it simple)

1.  TRANSACTIONS TAB - enable multiple stock "portfolios" (folders) to place 
transactions into

2.  TRANSACTIONS TAB - display CAPITAL GAIN/LOSS AT DISPOSITION (column) when 
SOLD

3.  TRANSACTIONS TAB - display ADJUSTED COST BASE (per #shares) AT DISPOSITION 
(column) when SOLD

4.  TRANSACTIONS TAB - display COMMISSION/EXPENSES INCURRED ON SHARES (column) 
when SOLD

5.  OVERVIEW TAB - choose display "total portfolio" versus "each portfolio"

6.  PERFORMANCE TAB - the "capital gain" is tricky because it's actually a loss 
if sold at less than the purchase price.  You need to rethink this...

all for now
G

Original issue reported on code.google.com by geoff...@gmail.com on 26 Aug 2011 at 5:55

GoogleCodeExporter commented 8 years ago
I created issues 50,51,52,53,54,55,56 to reflect all your suggestions.

Original comment by alex.bel...@gmail.com on 9 Sep 2011 at 9:23

GoogleCodeExporter commented 8 years ago

Original comment by alex.bel...@gmail.com on 19 Sep 2011 at 1:35