Recent content by YST

Thank you for the reply. I am not worried about multi-user situations at this point in time. Perhaps in the future. Can you please elaborate a little more on the queries? I have one table for ALL transactions for all accounts. Obviously, I know how to sort these by account and then by stock...

Hey all, Thanks to the great advice of this board, I am moving slowly but surely towards getting my database up and running. To refresh, it is to monitor stock, bond, options trades, and summarise accounts, stock holdings, etc. In Canada, the law on tax loss selling is this: 1) You sell...

Any idea why the expression would work in the first place? According to what you've said, it shouldn't have produced the correct results.

Hi all, I am trying to do a weighted average calculation and need to use an IIF statement to do it. Here is what I have so far: TotalSum: IIf([Transactions]![Shares]>0,Sum([Price]*[Shares])/Sum([Transactions]![Shares]),+0) Okay, the first part: Do the true part of the statement if Shares>0...

Thanks for the good advice. I will try it first using an Append query and if I am not satisfied with the results, will switch to an update query. However, there are still a couple of things I am confused about. I have the Append query working to a degree, however, how do I set the cost of...

Hi all, I need some help in how to structure the portfolio management database I am constructing. Essentially, I have an Accounts table, an Equities table, a Transactions table, a Stock Events table and a Currency Exchange table. The Accounts table holds information regarding an individual...