Search results

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...

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...

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...