TakeStock 2

Copyright © Ravi Bhavnani
All Rights Reserved

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  Feature Status   Version
Ready        Not yet available
 General
   Edit user preferences  2.0 A 1
   Keep TakeStock on top of all windows  2.0 A 5
   Automatically backup database when modified  2.0 A 5
   On-demand database backup and restore  2.0 A 45
   Check for new version of application  2.0 A 5
   Online help
   Run as a portable application  2.0 A 27
 Main window
   TakeStock explorer  2.0 A 1
   Home screen
 Quote bar
   Select data provider  2.0 A 1
   Find symbol  2.0 A 1
   Display chart  2.0 A 3
   Get security information  2.0 A 1
   Get historical prices  2.0 A 1
   Customize displayed information
 Folder operations
   Create folder  2.0 A 1
   Rename folder  2.0 A 1
   Delete folder  2.0 A 1
   Move folder  2.0 A 1
   Print folder  2.0 A 8
 Portfolio operations
   Create portfolio  2.0 A 1
   Edit portfolio  2.0 A 1
   Delete portfolio  2.0 A 1
   Move portfolio to another folder  2.0 A 1
   Copy portfolio  2.0 A 31
   Print portfolio  2.0 A 8
   Get latest stock quotes  2.0 A 1
   Automatically refresh view with latest quotes  2.0 A 11
   View held positions  2.0 A 1
   View sold positions  2.0 A 1
   Group similar positions  2.0 A 9
   Select displayed columns  2.0 A 1
   Select display precision  2.0 A 9
   Deposit cash  2.0 A 3
   Withdraw cash  2.0 A 3
   Transfer cash  2.0 R 60
   Track earned interest  2.0 A 7
   Track running cash balance  2.0 A 36
   Track margin loans  2.0 A 36
   View transaction history  2.0 A 3
   Print transaction history  2.0 A 8
   Portfolio performance snapshots  2.0 A 45
 Portfolio summary
   Show summary  2.0 A 1
   For selected positions only  2.0 A 3
   Show cash balance  2.0 A 3
 Positions
   Buy position  2.0 A 1
   Watch position  2.0 A 1
   Edit position  2.0 A 1
   Sell position  2.0 A 1
   Undo sell position  2.0 A 1
   Write off position  2.0 A 7
   Delete position  2.0 A 1
   Copy position  2.0 A 30
   Move position  2.0 A 16
   Support symbol changes  2.0 A 5
   Support stock splits
   Track mutual fund capital gains cash distributions  2.0 A 7
   Track dividend payments  2.0 A 3
   Automatically discover dividend distributions  2.0 A 9
   Support fractional quantities  2.0 A 1
   Support prices to 4 decimal places  2.0 A 1
   Apply multiplier to quotes of specific securities  2.0 A 24
   Change a security's name  2.0 A 24
   Recognize Indian mutual funds  2.0 A 1
   Recognize Canadian mutual funds  2.0 A 32
   Allow position currency to be specified
   Allow position current trade value to be manually specified
 Tools
   Display charts  2.0 A 3
   Get security information  2.0 A 1
   Get business news
   Get historical prices  2.0 A 1
   Find symbols  2.0 A 1
   Create and manage custom views  2.0 A 1
 Import / Export
   Import a TakeStock 0.15j database  2.0 A 3
   Import a TakeStock 2 portfolio  2.0 A 19
   Import positions into a portfolio from a CSV file
   Export a TakeStock 2 portfolio  2.0 A 19
   Export a portfolio to a CSV file  2.0 A 39
   Export a portfolio’s transactions to a CSV file
   Import dividend payments from a CSV file  2.0 A 45
 
 


Most of the content at this site is copyright © Ravi Bhavnani.
Questions or comments?  Send mail to ravib@ravib.com