Personal Stock Monitor Users Forum

no_author@no_author.com — Sun, 27 Dec 2009 14:49:54 EST

Is it still crashing on you?

no_author@no_author.com — Sun, 27 Dec 2009 14:48:41 EST

Agreed. The algorithm is not difficult. I merely said it represents a lot of work.
The difficulty stems from the fact that the transaction register and gain/loss calculations are based on the current value of securities, not on a historic value. In order to do this correctly, we will have to rework the transaction calculations to be able to optionally use the historical data to calculate the value of the portfolio on a given date in the past. Once that's done the rest is a piece of cake.

BTW, do you have a copy of the spreadsheets mentioned in the article? It looks like the linked domain is no long valid.

no_author@no_author.com — Sat, 26 Dec 2009 23:41:01 EST

http://www.dtlink.com/forums/index.php

no_author@no_author.com — Sat, 26 Dec 2009 23:40:45 EST

For those of you looking for the old forum:

http://www.dtlink.com/forums/index.php

Please post all new topics in this forum.

no_author@no_author.com — Sat, 26 Dec 2009 20:38:24 EST

hello,
Nice upgrade on the forum.
I am a new user , and it would be useful to be able to access the old forum, as read only for search purposes.
Someone ahead of me may have had the same problem , and fixed it and it would be a pity to lose all that intellect.

no_author@no_author.com — Thu, 24 Dec 2009 15:33:36 EST

If you kindly read the tree articles I reference in my previous post, you will see that, in fact, the calculations are, indeed very very, easy and basic.
I can explain it to you or send a spreadsheet full of examples if you have any doubts about it.

The only difficult thing is to know what your balance is in a daily basis, and also what your balance is when you cash in and what your balance is when you cash out. The PSM make the balance calculation every 15 minutes from the Yahoo server (for example), but did not store it in any place at the end of the day.
The only need is that you can store it in a cell at the end of the day. Or, at least get the yahoo story data for the stocks for the end of the day and create a balance.

If you can create a spreadsheet like that described below, the rest of the calculation is a piece of cake:

1st JAN Balance = 100.000 Cash in = 0 Cash out =0
2nd JAN Balance = 101.000 Cash in =0 Cash out =0
3rd JAN Balance = 99.000 Cash in =0 Cash out =0
4th JAN Balance = 101.000 Cash in =100 Cash out =0

Where cash in money put in the account or taken from account, not dividends.
If you can do that I can help you with the rest.

These files could be comma-delimited-files that could be used in any spreadsheet. But I'm quite sure that after learning the simple mathematics process you will not loose the chance to build it inside the PSM.

Best Regards
Sergio

no_author@no_author.com — Thu, 24 Dec 2009 13:36:24 EST

To implement some kind of XIRR report has been on the todo list for ages.

I was looking at my own portfolio wondering the same things. So, as a small side project, I've been working on creating a script extension in VBScript that exports all the transaction data to an OpenOffice Calc spreadsheet and does the calculation there.

I decided to use openoffice because not everyone has Excel installed and OpenOffice is free.

Eventually we will add reports that do these calculations as a native feature of the software but I'm not sure when. It's alot of work. (There's always the option of funding the work.)

But the spreadsheet extension I'm working on should be a good stop-gap solution. I

no_author@no_author.com — Thu, 24 Dec 2009 12:48:37 EST

Once again I present my sincere congratulations to the PSM team for this new forum. I request your attention for an old request regarding the annual gain, so that that the users can compare percentual gain to an index, as much as any other fund. This feature would make the PSM the best software for controlling stocks and also the performance.

Those metrics are very important to identify if you are loosing or gaining money passing the time and either if you are ahead of the market and if your extra effort in making any sense.

The problem with those metrics is always the cash in and cash out in the management of cash flow. That can be very easy taken, as PSM treat them separately and add the dividends, etc. One easy step should be accumulate the Total Value displayed daily by the software and accumulate in a spreadsheet.
Than, all you have to do is reference to a certain data that should be beginning of a NAV (Net Asset Value)

All the description of the mathematics you can find in 3 interesting articles made by the Motley Fool:

http://www.fool.com/investing/small-cap/2005/07/11/computing-your-investing-returns.aspx

http://www.fool.com/investing/small-cap/2005/07/12/keep-track-of-your-returns.aspx

http://www.fool.com/investing/small-cap/2005/08/01/computing-your-investing-returns-redux.aspx

Thank you very much
Sergio

no_author@no_author.com — Tue, 22 Dec 2009 13:44:52 EST

(post deleted)

no_author@no_author.com — Tue, 22 Dec 2009 12:59:39 EST

Replying to self. I did not import the historical data at the start of PSM but did once started using the Options->Preferences->Historical Data in the program.

no_author@no_author.com — Tue, 22 Dec 2009 11:36:40 EST

At the suggestion of Anatoly I tried today to upgrade to PSM 9.0.1 release posted last night. Even though I was running ok at 9.0 (see post #1569) when I completed the install of 9.0.1 and tried to bring in historical data the program stopped with this error:

There has been a critical program error in Personal Stock Monitor v9.0.1

Time : Tue Dec 22 11:19:32 2009

Filename : C:\PROGRA~1\PSM\psm.exe
File Version : 9.0.1.327
Windows Version:
Memory Info : 2047MB installed, 1108MB available
Exception : c0000005
Address : 00457c3a
Access Type : read
Access Address : 00000848

Registers : EAX=00000840 CS=001b EIP=00457c3a EFLGS=00010202
               : EBX=00000000 SS=0023 ESP=0012ecd0 EBP=0012ecd4
               : ECX=00000840 DS=0023 ESI=021e4a28 FS=003b
               : EDX=0012edaa ES=0023 EDI=0012ed70 GS=0000

Stack Trace : 0041d9c5 00485b08 004be4c3 024269a1
               : 02426931 02426525 004b5503 004c95e8
               : 00484368 004957d1 0063e996 0063e667
               : 0063d626 0063d841 7587fd72 7587fe4a
               : 758809d3 7588b759 00560757 0043530a
               : 0043532f 00560846 7587fd72 7587fe4a
               : 75879d6a 75879f8d 770f5dae 758712d5
               : 7586dc5d 0063dd61 00656649 00656859

Steve

no_author@no_author.com — Tue, 22 Dec 2009 10:14:50 EST

Among other things, I fixed a crash that may be the cause of the problems that customers are having on upgrade. Also, there is now the option to import the old historical data files into the new database.

no_author@no_author.com — Mon, 21 Dec 2009 21:06:46 EST

Cool. I'm glad that worked. We haven't yet figured out why it's crashing for some users and not others on upgrade. We haven't been able to reproduce that over here yet.

Thanks for letting us know. Merry Christmas and best wishes for a Happy and very profitable New Year!

no_author@no_author.com — Mon, 21 Dec 2009 21:02:27 EST

Thx appreciate it. I did the uninstall and installed 9.0 successfully. All is now running. Thanks and Merry Christmas!

no_author@no_author.com — Mon, 21 Dec 2009 20:47:47 EST

Make a backup of the .stkx file you were using. If you were entering data into one of the files shipped with the software just make sure to select DO NOT OVERWRITE during the installation process (it's the default).

Short answer, no you won't lose your data, but it's always a good idea to make a backup just in case.

no_author@no_author.com — Mon, 21 Dec 2009 19:14:39 EST

If I uninstall will I loose my portfolio data?

no_author@no_author.com — Mon, 21 Dec 2009 19:11:35 EST

i'm running windows Vista Home with service pack 2. I believe PSM was 8.7.4

no_author@no_author.com — Mon, 21 Dec 2009 18:57:11 EST

We've had some reports of crashes on upgrades. Uninstalling and reinstalling it has solved the problem in all cases so far.

What OS are you running?

What version of PSM did you upgrade from?

no_author@no_author.com — Mon, 21 Dec 2009 18:55:59 EST

Downloaded 9.0 and installed normally. When PSM is started, Windows reports program stopped with "an unhandled win32 exception in psm.exe". Need to back-out the upgrade. How?

no_author@no_author.com — Mon, 21 Dec 2009 15:34:01 EST

There was an issue with the login component on the site here that was confusing. Now when you log in you will be deposited into a website account page where you can receive web messages and notifications in addition to adjusting your settings.

If you have any issues posting to the forum please let us know through:

http://www.personalstockmonitor.com/support/contact.html

no_author@no_author.com — Sun, 20 Dec 2009 19:33:02 EST

I've finally managed to find some time to install the new server software onto the Personal Stock Monitor site. The new software includes an integrated forum. We are not longer going to use the antiquated phpBB setup we were using.
To post to this forum please register for a personalstockmonitor account by going to:

http://www.personalstockmonitor.com/login.html?action=register

For instructions on how to use this forum system please see the forum instructions at:

http://www.personalstockmonitor.com/support/forum/instructions.html

personalstockmonitor.com is now running the same version of formVista as collabinvest.net is.

If you have any questions please post them here.