Tracking multiple purchases

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Uncle Carl

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Jun 20, 2016, 10:52:34 PM6/20/16
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Is it possible for QSW to track multiple purchases?  I have tried adding a second iteration of the mutual fund symbol, but the app ignores the addition.  When I click on Portfolio and enter purchase info, it overrides the existing quantity and purchase price.  So, is this individual purchase tracking possible?  Or do I have to "cook the books" by entering the total number of shares and then the _average_ purchase price?  Other than this (not so) small drawback, this gadget is quite helpful.  Thanks in advance for your feedback.

Uday Kumar

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Jun 21, 2016, 12:39:07 AM6/21/16
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I am sorry, this gadget was not designed with such complexity in mind. It is meant to be a quick stock watch (the portfolio piece was added later when many users requested it). 

So, to answer your question, yes, you have to "cook the books" to put it in your words :-)



On Mon, Jun 20, 2016 at 5:21 PM, Uncle Carl <paperp...@gmail.com> wrote:
Is it possible for QSW to track multiple purchases?  I have tried adding a second iteration of the mutual fund symbol, but the app ignores the addition.  When I click on Portfolio and enter purchase info, it overrides the existing quantity and purchase price.  So, is this individual purchase tracking possible?  Or do I have to "cook the books" by entering the total number of shares and then the _average_ purchase price?  Other than this (not so) small drawback, this gadget is quite helpful.  Thanks in advance for your feedback.

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Uncle Carl

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Jun 22, 2016, 11:00:19 AM6/22/16
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Thanks so much.  I think I have the right "recipe" for this, but if it doesn't look like it's working correctly, I'll just dust off my old Lotus 1-2-3 and let it do all the thinking.  :)

Uday Kumar

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Jun 22, 2016, 11:03:47 AM6/22/16
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haha, Sure, that should do the trick :) 

Thanks for using the gadget. 

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