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2013-09-16
, 21:15
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Posts: 650 |
Thanked: 619 times |
Joined on Nov 2009
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#162
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The Following 2 Users Say Thank You to sony123 For This Useful Post: | ||
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The Following User Says Thank You to sony123 For This Useful Post: | ||
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2013-10-21
, 06:20
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Posts: 650 |
Thanked: 619 times |
Joined on Nov 2009
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#166
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2013-10-31
, 07:10
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Posts: 31 |
Thanked: 23 times |
Joined on Jan 2012
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#167
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The Following User Says Thank You to mämo For This Useful Post: | ||
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2013-10-31
, 08:12
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Posts: 650 |
Thanked: 619 times |
Joined on Nov 2009
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#168
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How can I enter a sell transaction?
What I tried:Now all I can enter here are shares, price, commission. There is no selector for buy/sell and it always defaults to Buy@, even if I enter a negative share amount.
- tap menu button, bottom-right
- "Select Portfolio"
- tap "pencil and paper" button to go to edit mode
- tap portfolio where I want to enter transaction
- tap stock position where I want to enter transaction
- tap + button
Any ideas?
PS: I saw a while back there was a Youtube link posted showing how to enter transactions. I'm in China currently and YT is blocked here. Please give a verbal description. Thanks!
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2013-10-31
, 11:46
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Posts: 31 |
Thanked: 23 times |
Joined on Jan 2012
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#169
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2013-10-31
, 21:13
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Posts: 650 |
Thanked: 619 times |
Joined on Nov 2009
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#170
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Thanks for the quick response. Little correction in your math: remaining shares in your example are 15, not 20. But that doesn't affect your question.
Yes, FIFO is what tax authority uses for capital gains back home, so that would be the way to go, IMO. I'd be happy for a little mobile app like Stockona to show unrealized gain for an existing portfolio. If you want to get fancy, track and display realized gain/loss separately. I wouldn't mingle them together. A good reason is, again, taxes. I pay capital gains tax on realized gain, not on unrealized.
2. Click 'Portfolio' on the left column, a list of your portfolios appears immediately below the 'Portfolio' label.
3. Pick the portfolio you want to export and click it. The right side shows the symbols/transactions you have in that portfolio. Just above the symbols/transactions there are several options, e.g. 'Import transactions | Edit transactions...', click the one labeled 'Download to spreadsheet' and save the resulting csv file(s) to your computer.
4. Copy the csv file(s) to your N9's MyDocs folder.
5. Launch Stockona, click menu button on toolbar and click 'Select Portfolio.' Click the menu button again when you are in the portfolio page, choose 'Import Portfolio'
6. If all go well, you will see a list of csv files(s). Click one of them to import into Stockona.
Ok I admit this is rather complicated.... if you don't have too many symbols in your portfolio, maybe creating your portfolios from scratch within the app is faster.