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Video Not Covered Everish
Jeffrey Kraft 
      
12 months ago
FIFO (First in First out) Most of the videos on YouTube are accounting OR maybe an Excel video.  I realize the topic isn't a Tech Help type of video as it would take many to get the lesson done.

In my case it's stock trades where I bought shares multiple times like agood investor. But I sell a bulk of them at once and I want the Profit or (Loss) without needing to do a ton of work to calculate the Profit/(Loss) or worse yet Long Term vs Short Term.

Right now I have to calculate it by hand. I wish it was automated, cause I'm lazy. :D
Kevin Robertson  @Reply  
           
12 months ago
FIFO is covered in Access Developer 29
Jeffrey Kraft OP  @Reply  
      
12 months ago
But not on a Tech Help video.  I am at Access Developer 25... so I have a few weeks to go.
Kevin Robertson  @Reply  
           
12 months ago
Jeffrey Kraft OP  @Reply  
      
12 months ago
I originally monitored my portfolio with Excel. It was 7 years ago so I used Google sheets to get the day and import/sychronize to Excell.  Worked fine for awhile.  I like to be able to lookup my stocks history and that is when Excel bogged down and got slow. (where the was that extended Excel cut when I could of used it (2016 - 2018?).
At some point Googlesheets money feature at some point stopped working as it had.  Saw the Stock Portfolio (Excel) video and hoped I was back in business again.  However, I don't have the Office 365, rather Office 2016. Sooo my method was to use the "free version" and then I copy and paste it to my Excel 2016 stockfile.  What I'd love is a way to automate/synchronize the Office 365 sheet to my Office 2016, and it has to work more often than not. Googles transfer method was/is to me a pain in the backside, and I'm under the impressison what I really want can't be done.

I think I crabbed about where was the Storck Portfolie videa and where was it when I needed it.  So I will watch it again.



Jeffrey Kraft OP  @Reply  
      
12 months ago
Thanks for the reminder Kevin regarding the Stock Portfolio (Access) didn't even know about the extended cut so now I have new ideas or improvements I can make to mine...

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