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A suggestion...use coded share amounts..

Posted by: StarBond Fund 16 ...BUY BONDS (a.k.a mrbinns) on Nov 12, 18:36 in response to Lib84's post Suggestion: Organizing Portfolios

Just as you have radars, you could use any number less than max (ie 74999 or 74998 etc) for the different definitions you mentioned.

Then you simply sort by number of shares with the smaller amounts at the top....

Suggestion: Organizing Portfolios Lib84 Nov 12, 08:17

A suggestion...use coded share amounts.. StarBond Fund 16 ...BUY BONDS Nov 12, 18:36

That's what I do as well. It makes things easier. I can track reset trading, IPO purchases, and long term holdings. {nm} Port Value League Admin Nov 13, 00:16

Thanks for the tip, will use this but HSX should address this properly {nm} Lib84 Nov 15, 07:32

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