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Personal Stock Monitor Users Forum -> Feature Request For Transaction Register
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2011-11-22 14:18:23
1 of 4
#3525
I would like the ability to add a column which shows the price without exchange being applied.

This would make it easier to reconcile the register against brokerage statements. The statements show the price without exchange, so it's very confusing when trying to compare against the register.
Posted by: JT
2011-11-22 16:14:29
2 of 4
#3526
in reply to #3525
Thank you, we will consider your request for a future release.
Posted by: Anatoly
2011-11-24 00:20:19
3 of 4
#3527
in reply to #3526
I too would like the ability to see the transaction register, active securities page, and any other page show the native currency of the stock.

Especially since I hold USD and CAD stocks. I do not want the program to convert everything to one default currency.

Anatoly, is there not a way to make that happen in the program already?

Or better yet, it would be great to have a split transaction register, one for USD holdings and one for CAD or other foreign currency holdings. That way, reconciling a lot of stocks against brokerage statements would be easy, since the brokerages seggregate USD, CAD or other holdings by currency.
Posted by: highondividends
2011-12-05 08:22:12
4 of 4
#3533
in reply to #3527
I hold both CAD and USD stocks at IB, and have simply set up a folder for each. I do individually set the currency for CAD stocks as Canadian, and make the background bright yellow. I've noticed that the display is converted to USD, but if I edit the transaction again, I can see the CAD amounts that I entered.

I do agree it would be nice to have another column, both in the transaction and Active displays, to show both currencies.
Posted by: Litewriter