Review on the facilities and features of 'Jstock' Investment management software.

investor0000 · 21 Jstock- Add Stock Sun Mar 20, 2011 1:44 pm

investor0000

Equity Analytic

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how to add Colombo stocks to Jstock?

investor0000

investor0000

Equity Analytic

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can someone please reply....

Quibit

Quibit

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Please Visit the "Charts & Graph" Section of the Forum. There is a a separate Topic regarding Jstocks. Charts & Graph Section is located in the "Home" Page of the Forum.

I have given below a quick link but it is better to visit the Section because it has many other topics relating to Stock Market Charts & Graphs and Technical Information.

http://forum.srilankaequity.com/t1917-review-on-the-facilities-and-features-of-jstock-investment-management-software

Quibit

Quibit

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The reason to include the said software in our sidebar is to provide alternative option for our members to maintain their portfolio's for periodic appraisals. This is also ideal to maintain virtual portfolios and different buy/sell simulations for performance analysis. This is a free downloadable software and it may have certain limitations as clearly indicated by some members.

As discussed here, I do agree that, it is not advisable to maintain your actual share portfolios in 3rd Party portfolio management software offered by many local and foreign service providers irrespective of their security confirmation.

Currently CDAX and Direct FN offer free portfolio management software together with their order placement software.

swan03

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Someone has done this perfectly?

milanka · 26 Your Questions Answered. Mon Mar 21, 2011 8:55 am

milanka

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@investor0000 wrote:how to add Colombo stocks to Jstock?

I mentioned in my review about the matter you raised. There is no direct method. You have to add it manually. I have tried this and its working.

I also notice Gann ( Mod ) also recommended the method I used in another thread . Read my review carefully. I used the Portfolio management for testing it works fine. I will also add my portfolio (actuals ) as an when I get free time .

SWAN03 : You raised some issue , Its not clear what you reqire .

swan03

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@milanka wrote:

@investor0000 wrote:how to add Colombo stocks to Jstock?

I mentioned in my review about the matter you raised. There is no direct method. You have to add it manually. I have tried this and its working.

I also notice Gann ( Mod ) also recommended the method I used in another thread . Read my review carefully. I used the Portfolio management for testing it works fine. I will also add my portfolio (actuals ) as an when I get free time .

SWAN03 : You raised some issue , Its not clear what you reqire .

What I want to know is, has someone already used this sw? Coz I tried to update my data. But I coudnt do any Sad

.

milanka

milanka

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@swan03 wrote:

@milanka wrote:

@investor0000 wrote:how to add Colombo stocks to Jstock?

I mentioned in my review about the matter you raised. There is no direct method. You have to add it manually. I have tried this and its working.

I also notice Gann ( Mod ) also recommended the method I used in another thread . Read my review carefully. I used the Portfolio management for testing it works fine. I will also add my portfolio (actuals ) as an when I get free time .

SWAN03 : You raised some issue , Its not clear what you reqire .

What I want to know is, has someone already used this sw? Coz I tried to update my data. But I coudnt do any .

For testing purposes I spent about 2-3 Hrs with it and it worked. You may have to try different ways and setup it so that it suits the CSE. For Ex. the com % calculations , you have to set what is available to suit our setup at CSE. At CSe i think there are about 5 com % types . but in the software you have only 3 types if I remember right.

Hope this helps.

praba11

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JStock mgmnt tool is the site which you have link to this site. Shocked

There are total 25 countries being supported at this moment. but Sri lanka is not incleded.

can any one explain what is the use of this tool for us.?? scratch

swan03

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@praba11 wrote:JStock mgmnt tool is the site which you have link to this site.

There are total 25 countries being supported at this moment. but Sri lanka is not incleded.

can any one explain what is the use of this tool for us.??

Im also interested in this though still coudnt update my data. But I do update my own excel sheet for the time being Smile

praba11

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yes so far it is useless.. for me.. i dont know y admin attached this link as free tool.. scratch

milanka

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In my previous review I mentioned that the data backup and Restore facility is not avialble. But now I found the Save and Data import facility under the File menu.

It is possible to export all the Sold Note infor and Bought note Infor to Excel and also Import it back to Jstock. This you can do at regaular intervals.

This solves the Data backup limitation of Jstock.

yccheok

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Hello, I am the author of JStock. There are few thing that I would like to clarify.

1) Currently, JStock doesn't support Sri Lanka stock market. However, I feel quite surprise that some of you use it for Sri Lanka stock market. For example, I cannot find "JOHN KEELLS HOLDINGS PLC" from Yahoo! Finance. Just wondering how do you do this?

Of course, we will be very happy to support Sri Lanka stock market, if Yahoo! Finance able to do so.

2) Regarding backup on portfolio, you may choose "Save to Cloud". No body will access to the data except yourself, and we will not distribute your data to 3rd parties. Please refer to http://jstock.sourceforge.net/privacy.html

Of course, if you feel not save of saving your personal data to the server, you may always choose to save your personal data to your local computer.

DK

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Hi Yan
Great to see the author himself turning up Smile

I actually came across JStock today morning and had the same questions as you, how would you use it. I think most of us are using it as a record management tool as opposed to real time portfolio management. So we add stocks as custom stocks without any real-time data. Milanka can correct me on this.

Do you happen to know if there is a mechanism that bloomberg provides for quotes? Sri Lankan stocks are there on Bloomberg, unfortunately Yahoo/Google/Reuters dont provide it as a free service.

milanka

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@yccheok wrote:Hello, I am the author of JStock. There are few thing that I would like to clarify.

1) Currently, JStock doesn't support Sri Lanka stock market. However, I feel quite surprise that some of you use it for Sri Lanka stock market. For example, I cannot find "JOHN KEELLS HOLDINGS PLC" from Yahoo! Finance. Just wondering how do you do this?

Of course, we will be very happy to support Sri Lanka stock market, if Yahoo! Finance able to do so.

2) Regarding backup on portfolio, you may choose "Save to Cloud". No body will access to the data except yourself, and we will not distribute your data to 3rd parties. Please refer to http://jstock.sourceforge.net/privacy.html

Of course, if you feel not save of saving your personal data to the server, you may always choose to save your personal data to your local computer.

Hi Yan ,

Welcome to our Forum and thanks for the clarifications.

As correctly mentioned by DK we are still using it as a record management tool as opposed to real time portfolio management. So we add stocks as custom stocks without any real-time data.

With regard to backup , There is no issue there , I am presently using the File --> save option and save it in my own computer as a CSV file.

So our only concern is non availability of real time access to data, We would be most thankful
If you could provide a facility on this.

kav4

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I manually add the stock symbols & Broker fees (options > Broker fees)

But when I put a buy or see order, it will not calculated the Broker fees. (I have already ticked Auto calculate broker fees, Stamp duty & clearing fees)

Can someone help?

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Review on the facilities and features of 'Jstock' Investment management software.

21 Jstock- Add Stock Sun Mar 20, 2011 1:44 pm

investor0000

22 Re: Review on the facilities and features of 'Jstock' Investment management software. Sun Mar 20, 2011 2:59 pm

investor0000

23 Re: Review on the facilities and features of 'Jstock' Investment management software. Sun Mar 20, 2011 3:10 pm

Quibit

24 Re: Review on the facilities and features of 'Jstock' Investment management software. Sun Mar 20, 2011 3:31 pm

Quibit

25 Re: Review on the facilities and features of 'Jstock' Investment management software. Sun Mar 20, 2011 4:55 pm

swan03

26 Your Questions Answered. Mon Mar 21, 2011 8:55 am

milanka

27 Re: Review on the facilities and features of 'Jstock' Investment management software. Mon Mar 21, 2011 9:11 am

swan03

28 Re: Review on the facilities and features of 'Jstock' Investment management software. Mon Mar 21, 2011 9:38 am

milanka

29 wht is the use of Jstock ? (Free portfolio Mgmt Tool) Mon Mar 21, 2011 10:16 am

praba11

30 Re: Review on the facilities and features of 'Jstock' Investment management software. Mon Mar 21, 2011 10:19 am

swan03

31 JStock mgmnt tool is the site which you have link to this site. Mon Mar 21, 2011 10:36 am

praba11

32 Re: Review on the facilities and features of 'Jstock' Investment management software. Wed Mar 30, 2011 9:07 am

milanka

33 Re: Review on the facilities and features of 'Jstock' Investment management software. Wed Mar 30, 2011 5:48 pm

yccheok

34 Re: Review on the facilities and features of 'Jstock' Investment management software. Wed Mar 30, 2011 9:06 pm

DK

35 Re: Review on the facilities and features of 'Jstock' Investment management software. Thu Mar 31, 2011 8:26 am

milanka

36 Re: Review on the facilities and features of 'Jstock' Investment management software. Wed Jul 06, 2011 7:35 pm

kav4

37 Re: Review on the facilities and features of 'Jstock' Investment management software.

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