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  • 3-Period Price Performance Report
    12/07/2005 1:31PM

    A few months ago, one of our customers asked me whether it was possible to have a price performance report that showed gains for more than one period of time.  Specifically, she wanted to know the change over 5, 30, and 90 days in order to see general price trends for current and potential investments.  I told her, of course it is possible with Personal Stock Streamer extensions.  I don't expect all of our customers to be programmers, so I told her that I would do it when I had some time.

    I recently had some time.  This extension creates a report that looks like this:


    As you can tell, it has several improvements over the original Price Performance report, notably the addition of company names to the left column, and green/red coloring to indicate gains and losses, and sorting of the output based on the ticker.  Because it works over fixed periods of time, this report ignores the filter setting at the top of the Report view, but it can be easily modified to handle other periods of time.

    Personal Stock Streamer customers can download this report at no additional charge.  Under the Tools menu, select the Extensions command, then select Get More Extensions.