Tutorial on How to create a Pseudo Line-by-Line Portfolio in Stock + Pro

Today I am going to walk through an example of how to mimic a line-by-line portfolio with multiple transactions for the same stock.  The goal is to more accurately represent Gain/Loss by accounting for multiple buy/sells, dividends, cash holdings, and reinvestments. For starters, this is only possible in Stock + Pro v3.2 or later. This … [Read more…]