Summary of Features

With the data available on the prices of stocks, and the data of all your trades, we can do powerful things.

One is to run queries to study how we have done in the past.  Look at each stock, how well have you done each week. Look at each account, each broker, each type (IRA, regular, and such), or any combination. Queries tell you your profits. You can also look at your unreal profits, and pull up charts just for the stocks you are long.

Just select the queries by the menu and immediately you get the results. Queries are powerful features of databases, very easy to use. With spreadsheets, queries are very difficult to set up and to use.

You have several brokers, each of which give you recommendations. You want to watch the stocks you buy from each broker. Open the stock watch table, and give a number for each broker. E.g, one broker is Oppenheimer, and the other is Ron. Oppenheimer recommends stocks A, IBM, F. Put a 1 for these stocks. Ron recommends SH, SHY. Put a 2 by these stocks. This way you can see how much you have made each month for each broker.