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pmda
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Custom List Reply to this Post  Reply with Quote 

Is there a tool to populate a custom list which is comprised only of current holdings in all my portfolios (which basically is my composite) The intent is to be able to monitor price fluctions weekly buy using a sell rule. By rebalancing weekly using only one sell rule, px move relative to an index. This can be used to monitor px movements without going to each portfolio on an issue by issue basis or at least that is what I would like to achieve.
Nov 28, 2007 6:35:50 AM Show Printable Version of Post     Link   Report threatening or abusive post: please login first   Go to top 
msmtyr
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Re: Custom List Reply to this Post  Reply with Quote 

Go to Home > My P123 > Custom to create a custom list.
Additional instructions are on that page:
Charlie
Nov 28, 2007 7:33:01 AM Show Printable Version of Post     Link   Report threatening or abusive post: please login first   Go to top 
p123robert
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Re: Custom List Reply to this Post  Reply with Quote 

Is there a tool to populate a custom list which is comprised only of current holdings in all my portfolios (which basically is my composite) The intent is to be able to monitor price fluctions weekly buy using a sell rule. By rebalancing weekly using only one sell rule, px move relative to an index. This can be used to monitor px movements without going to each portfolio on an issue by issue basis or at least that is what I would like to achieve.

Pmda,

You sound like you'e got many-many stocks in your live port(s). How many live ports and live stocks do you have?

Custom lists, current holdings, and price fluctuations? You can create them, and monitor them, for free. Go to "Yahoo Finance" => "My Portfolio" => "Sign in to Edit or Create Portfolio". Then enter all your ticker symbols and number of shares, and, voila, a miracle happens. All of a sudden, you've got an automated portfolio monitoring system at your fingertips, 7-24. And, all of this for free.

Relative price movement to an index? Here's an idea. You could pretend to own one share of DIA and/or SPY, enter them on Yahoo, as if SPY and DIA were in your portfolio, and then you can also monitor them at the same time, and see which direction they're going. And, that way, you can also see if any of your stocks are lagging too much behind those indexes, relative to those indexes.

If you don't like Yahoo, there are similar services by many others. They're completely free, and, if you don't mind the usual 15 to 20-minute delays, you will be one happy guy, monitoring all of your stocks, from anywhere in the world.

A sell rule? I don't know about sell rules at Yahoo, but at many such service, for example at Marketwatch.com, you can set your own custom alerts. And once you set them, they will email you a free text message, at any time, when your stock reaches some pre-determined dollar value of your chosing.

A sell rule? I'm not sure I fully understand what you want to accomplish. Maybe all you want is a sell rule similar to the following:

GainPct < BenchPct & NoDays >25

Where GainPct is the gain percent on your own stock, and BenchPct is the index of your choosing.

I hope this helps.

Robert
Nov 28, 2007 8:08:10 AM Show Printable Version of Post     Link   Report threatening or abusive post: please login first   Go to top 
pmda
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I have 18 portfolios with over 300 positions. I am looking for a way to auto transfer all holdings at one time from all portfolios into a composite where I can monitor px flux. I rebalance ports varing from one month to one year and I would like to monitor px flux to a given index. Also I would like to choose which ports to populate a different port (composite) to monitor, lets say only small stocks or only large caps than use different indexs for relative perfomance on a weekly basis. This can be used as a flag for review not neccessarliy a sell rule. Also when a given portfolio is rebalanced all I have to do is create a new composite because the old one would have no value. Trying to maintain this on a manual input basis is to cumbersome. If I can create a composite of all or some of my ports in 123 than I can get daily px flux from lets say yahoo but I am not aware of weekly px flus relative to a given index.
Nov 28, 2007 8:39:44 AM Show Printable Version of Post     Link   Report threatening or abusive post: please login first   Go to top 
pmda
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Let add one more item. With a composite I would set up one sell rule, px relative to an index for a given period of time than all I would have to do is review the sell recommendations.
Nov 28, 2007 8:44:47 AM Show Printable Version of Post     Link   Report threatening or abusive post: please login first   Go to top 
DennyHalwes
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pmda,

18 Ports with 300+ positions! How do you keep up with all of them! I am having enough trouble with 12 Ports and 32 positions.

I asked for an option similar to this back in January 05 here .

There is a feature Request for a Portfolio of Portfolios here .

Everyone who hasn’t already voted for this, needs to consider voting now.

Denny cool
----------------------------------------
Denny cool

"Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it." Will Rogers
Nov 28, 2007 11:29:33 AM Show Printable Version of Post     Link   Report threatening or abusive post: please login first   Go to top 
pmda
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Re: Custom List Reply to this Post  Reply with Quote 

A portfolio of portfolios or account aggregation is a good way to measure overall performance of a asset allocation strategy and using negative correlation -may -smooth returns but I am looking for a way to monitor price movements of individual positions relative to a given index (based on market cap). Some day, market cap vs. growth vs. value would be nice but I woul thing this is very complicated to program (I am a user not a programer). My rebalance periods cover one month to one year so I need flags to alert me if some predetermined relative px movement takes place on over 300 positions. The value of a holding does not matter only the position itself matters so when these predetermined relative movements, on a single issue basis, take place it will be a trigger for me to review that individual postion between rebalance periods. A daily px movement does not help me, possibly weekly or monthly. It would help if I could auto populate a working composite of all or some of my ports with one sell rule, that being the relative performance. Hit the rebalance tab and that would create the review list between rebalance periods.
Nov 28, 2007 5:10:10 PM Show Printable Version of Post     Link   Report threatening or abusive post: please login first   Go to top 
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