Custom Formulas using User-Inputed Fields
W
Wise Harrier
In Watchlists, you can create custom columns. It would be nice if we could use those custom columns to create other custom columns.
For example, you can create a "Target Price" column where you can enter your estimate of TP and then create a second custom column where you use that TP as well as the current market price to calculate and display the current "premium / (discount)" to the TP.
Conor MacNeil
Merged in a post:
Custom Column Formula
Y
Yellow mellow Raven
In my wishlist, I added a custom column to input the price of the security at the date when I found/researched it. I now want to create a custom column to calculate the price change in % from the price at which I found it vs. the current last price.
M
Maria Karpenko
Merged in a post:
[Watchlist] Allow custom formulas to use user inputted fields
C
Coastal Crane
Enable the new formula fields to use customer defined fields. E.g., if the field sets a price target then allow the formula to calculate the difference. If the customer field is empty then just leave the column output blank.
Conor MacNeil
Merged in a post:
Would like be able to divide individual company market caps and market cap sum of a screen, and have percentage result in a custom column.
G
Green Parakeet
Conor MacNeil
Merged in a post:
Would like be able to divide individual company market caps and market cap sum of a screen, and have percentage result in a custom column.
G
Green Parakeet
Conor MacNeil
Merged in a post:
Ability to use custom/proprietary data in custom columns in watchlists
M
Mixed Unicorn
I have created a column for data I wish to enter for a group of companies in a watchlist - in this case the capacity of a group of bitcoin miners.
I would now like to divide the EV of these companies with this specific data but currently cannot choose my custum data field in making a new field. Could you enable this?
Many thanks
M
Maria Karpenko
Merged in a post:
Custom Column Data Use
W
Wild strawberry Viper
support custom formulas that involve calculations with custom columns at this time once the column is given a unique name.
Conor MacNeil
Merged in a post:
Ability to add your own figures for intrinsic value/price target
N
Nautical blue Salmon
Within a watchlist / financial analysis having the ability to input your own valuation for a company would be excellent. Then also having another column which could use the values you put into the intrinsic value column and compare Vs last price.
Something like the below example in excel
Thanks
Photo Viewer
View photos in a modal
Conor MacNeil
Merged in a post:
Tracking My Stock Sale Price vs. Current Price
G
Gainsboro Penguin
I am trying to track the performance of stock that I have sold, expressed as a variance (%). I tried adding a custom formula where I input the price I sold a stock and then wanted to compare it to where it's trading today. I first created a number custom column called Sold: Price but it's not available as a data series for custom formulas. I then thought I'd use your My Price Target which is user inputted, but it's not available as a data series either. Any suggestions? many thanks
Conor MacNeil
Hey Jeff, this touches on a few areas.
1) We don't support the use of user-inputed columns in custom formulas.
2) We plan to support this in My Portfolio when we support historic transactions (sells).
I don't have a hard ETA on either, but they are on our roadmap and we are looking to support this.
G
Gainsboro Penguin
Conor MacNeil thanks Conor - I was trying to accomplish this via a watchlist that I use to monitor prior positions, but I'll keep an eye out for it in the future. Enjoy your weekend.
Conor MacNeil
Gainsboro Penguin You too Jeff, thanks!
Conor MacNeil
Merged in a post:
Current Price / My Target
S
Stiff Platypus
Instead of the option of displaying the discount or premium of "My Target" over current price, could we have an option to see the price / "My Target"?
A work around is being able to use "My Target" as part of a custom formula, which is not currently possible.
Thanks.
Load More
→