I am currently using FMP 9 Advanced.
I have a DB to track a stock portfolio.
There are tables for stock purchases, stock sales, stock splits,
stock quantity, closing quotes, and portfolio value history.
The buy, sell, split and quantity tables are related by lotNumber
which is a number that contains the symbol and a number assigned when
the stock is purchased. The stock Position is also marked "Long" when
purchased.
The quotes and history tables are related by stockSymbol and by date

Using various scripts, every weekend the closing quotes for all
stocks being held long are downloaded from Yahoo finance and stored
and the portfolio value history is updated.
I can generate reports on capital gains realized or unrealized. This
works satisfactorily for my needs.

The DB was started in July 2004 with FMP 7 and since then I have
added buy and sell records for stocks dating back to 1997 and I would
like to update my portfolio history to show the older records.

I would like to create a new Portfolio History table to list all of
the stocks being held long for a given date but I can not figure out
a relationship or formula that works.Is this possible?
If I could do this I could eliminate a few scripts and simplify the DB.

Can someone help me on this?

Thanks,

Nick








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