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Invest questions and answers (Q & A) 2003:

These are some of the questions and answers that was sent in the investment forum in 2003. Questions and answers in the forum can be both about the software program Amateur Invest and about stocks and investments in general. You can see the other parts of the Q & A section in the investment forum, or directly: 2005, 2004, 2002, 2001.

These are some of the questions that have been answered in 2003 (click on item or scroll down the page):

Stock splits ?
Exporting to file ?
Equity options ?
Calc of latest total?
Incorrect calc of profit / loss ??
Multiple portfolios ?
Historical portfolio value ?
Stock price updates for Holland ?
Arrow indicators ?


Stock splits ?

Invest forum question: Jim posted 8/31/2003 1:33 AM
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I have invested in a fairly new Norwegian company. Could you explain the concept of stock splits?

Invest forum answer: R. Michael posted 9/1/2003 7:21 AM
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Please visit the splits page where an example is shown.


Exporting to file ?

Dave Hankin posted 8/24/2003 3:53 PM
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Does Amateur Invest export downloaded stock prices to Excel spreadsheets or text format to convert to Excel? If so, how?

R. Michael posted 8/25/2003 7:43 AM
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Hi Dave. - Yes, in the registered version you can export prices. - Choose the import/export button on the left side menu, Choose "File", and press the "Export button". Now you can write and place the file. In the "Filetype" drop down list, you can choose "*.txt" type. Now a box comes up, where you can filter which prices to export. When the export has finished, you can import the txt file into Excel. - Also if you wish, you can get prices from Yahoo - where you can download in spreadsheet format. Go to http://finance.yahoo.com and look up any company. Usually below the table with prices, there's a text line "download spreadsheet" you can click on.


Equity Options ?

Ken, US posted 3/10/2003 9:26 AM
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Hi R. Michael, I just trial downloaded your program and was wondering if you have anything in mind for tracking options strings, etc in the portfolio section? -Hope to hear from You soon. Many Thanks

R. Michael posted 3/10/2003 9:29 AM
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Hi Ken. - Thank you for your interest in Amateur Invest. - In principle Amateur Invest is able to get all quotes, you can find at Yahoo. - So quotes for options are also available. - It takes these steps: - 1) In the company register, you add an option - eg. "IBM - IBM Mar3 75.0 P" as the name, and the import id field should be: "IBMOO.X". - 2) Repeat step 1 for the options you wish. - On http://finance.yahoo.com/l?t=M you can find many more codes for mutual funds and options. - 2) Get the latest import definitions in the admin window. - 3) You can now add options of that kind to your portfolio, and they will have their value updated, when you update new prices. - Please let me know how it goes. - Regards, R. Michael


Calc of latest total?

Keith (AUS) posted 2/6/2003 15:30 PM
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Hi. I have just downloaded the latest version and entered a couple of demo stocks. There seems to be a calc error ie quantity=1000, latest price = 4.52 but lat total =2453.91 - Help.
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R. Michael posted 2/7/2003 5:33 AM
Hi Keith. - Thank you for your interest and your email. I think you might not have set the "base currency". - In the download version it by default is set to "USD". - You should open the Admin window and set it to AUD - then the calculation should be right. - Let me know how it goes. - Regards, R. Michael.
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Keith (AUS) posted 2/7/2003 11:32 AM
That did the trick. Thanks for you prompt reply.


Incorrect Calc of profit / loss ??

Jimbo posted 2/6/2003 5:55 AM
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I have just downloaded 2003 version and added a stock. The first thing I notice is the latest total calculation is wrong therefore I am making a loss when really making a profit?? Help!!

R. Michael posted 2/6/2003 9:40 AM
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Hi - Thank you for your question, and for trying out Amateur Invest. One thing you have to make sure is that the base currency is set right. - Open the "Admin" window and check the setting. Also if you create companies on your own, they need to have the correct import id code and currency set. And if there a no companies found, then the value is set to -1, until the next time you update stock prices.

Other things that can be wrong is if there is no currency exchange rate entered or if you enter a high amount in the "Cost" field. The Cost field is only for the price you paid in brokerage, not the price of the full transaction- Amateur Invest will calculate the buying price itself by multiplying the number of shares bought with the price - you do not need to put that into the cost field - Regards, R. Michael.


Multiple portfolios ?

John posted 1/30/2003 8:27 AM
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Hi R. Michael - I have now used the registered version for 2 month and I'm very satisfied. - Since I'm having more than one stock portfolio, I would like to have them separately. As far as I can see, there's a limitation in the program, so that I have to buy one more program. - Please let me know if that is the case, and I'll like to order it. - Regards, John.

R. Michael posted 1/30/2003 8:35 AM
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Hi John. - You can, in the version you already have, manage multiple portfolios. - Go to the Admin window and next to "base database" there is an "M" - there you can create more portfolios. - Just enter a 3 letter combination eg. "EU1" or "US1", etc. The use the "arrow" button next to the "M" to switch between portfolios. -So even though I would like to make a bit more money - I cannot do it in this case... Regards, R. Michael


Historical portfolio value ?

Jens, DK posted 1/24/2003 2:12 PM
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As far as I can see, you can only view the current status of your investments. Is it possible to view a historical graphical presentation of your portfolio?

R. Michael posted 1/24/2003 2:16 PM
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Hi Jens. - Thank you for your interest in Amateur Invest. - By choosing the button on the left side of the main window (named: alarm/watch) and choose "Compare to index", you can view the historical value of your portfolio graphically, calculated from a base 100 and compared to another index of your choice. - - If you have suggestions as to how to do this in another way, you are welcome to send it to me. - Regards, R. Michael


Stock price updates for Holland ?

Marius, NL posted 1/16/2003 9:53 AM
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Can't find it on Yahoo pages ABN AMRO AMERICA FUND 6 EUR1 (Holland), Marius

R. Michael posted 1/16/2003 9:56 AM
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Hi Marius. - Thanks for your interest in Amateur Invest. Codes for The Netherlands (Holland) can be found on this howto page - There are some stock import codes for companies from Netherlands (holland) (search the page for: Netherlands), - also there's a link to Yahoo: http://uk.finance.yahoo.com/q/cp?s=^AEX where more companies can be found. - Finally you can use the import window in the program to get more predefined companies. - Regards, R. Michael


Arrow indicators ?

Palle, DK posted 1/15/2003 10:01 AM
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I have just started trying out the program, and have not yet tried all the features. - But I can say, that I will not pay for the program without seeing, how it works on Technical Analysis' - and the momentum funktion is not enough. - - In the company and portfolio window, I do not understand the meaning of the arrows on the right hand of the table? - Eg. EAC fell from the 10th to the 11th, but the arrow was blue and straight? - - I can see many qualities in the program, but? - - Regards, Palle.

R. Michael posted 1/15/2003 10:10 AM
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Hi Palle. - - Thank you for your interest in Amateur Invest. - - The tables in both the portfolio- and company windows has arrows next to them, indicating raises and falls. The arrow change direction each time you download new stock prices. - Not necessarily between each day, but also within the same day. - - So if I get stock prices on the 10th. at 6 PM, where the price is 170, and again on the 11th. at 10 AM where the stock price is 175 - the arrow will point upwards. - If I then on the 11th. at 4 PM download again, and the price is still 175, the arrow will be straight (= indicating no change since last). - - Unfortunately there is no way that I can give access to more technical analysis', without also opening for the other restricted areas of the program. - You'll have to trust that the program lives up to the quality you can see in the many available parts. - - Regards, R. Michael

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