Portfolio
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With DAGOBERT-DACHS stocks can be grouped to portfolios. Portfolios can be simply created and be administered. All important indexes, as for example the Dow Jones (^DJI) already exist in the program. However, you can also summarize your own stocks to a portfolio. To display a portfolio, click either in the Menu of the main body under PORTFOLIO - DISPLAY PORTFOLIO or in the feature field the portfolio icon.
Then an overview of all stocks proper to a portfolio appears. All important master data of these stocks are displayed. By request you can also allow to display the last indicator situations of the stocks and these comfortably and clear let sort, while you click on the respective column-header of the table.
The dates let themselves also export about the menu item FILE - DATES TO EXCEL EXPORT and can be processed further thus with other programs. |






