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B.K. Sethi
Hello:
I do want to speak to somebody on getting this program into my system..
I want to use this to track my portfolio..
1. Can I update the data live
2. Can I report Asset Allocation by Sector
3. Can I track Sector performance vs my sector portfolio
4. Is there any further Tech support
5. Are there any charges?? Or it is free
6. Any (Canadian) tax information
Please advise asap.. My contact
Cell: 647-274-5807
Tel: 416-299-5741
Thanks
B K. Sethi
Alex Bélisle-Turcot
Hi,
The tool can be used to track any asset listed on finance.yahoo.com
Here's the answer to each of your question:
1. Can I update the data live
The application allows you to update your portfolio with the latest values provided by Yahoo (which is not real time).
2. Can I report Asset Allocation by Sector
Yes you can, but the sectors are strictly used as "tags". You must assign the sector yourself to each stock, which then gives you the opportunity to apply filtering.
3. Can I track Sector performance vs my sector portfolio
No... The sectors in the application are not related to the actual sectors in the market; they are not linked together whatsoever.
4. Is there any further Tech support
Not really. I'm just a "one guy", who also happen to work more hours then there are in a day ;)
The tool is open source and anyone is welcome to contribute.
Unfortunately, in the past year I haven't got the time to contribute to the project at all. Hopefully, in the upcoming months I will have some time to work on it..
5. Are there any charges?? Or it is free
Free and open source!
6. Any (Canadian) tax information
Nope.
Regards,
Alex
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