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Importing Existing Portfolio Data / initial IAM 3 personal setup - how much history?
« Last post by samiam on May 09, 2018, 07:26:54 AM »
Hello. I'm just getting started with this program. My wife and I have fewer than 20 stable investment instruments, so our financial picture is not extremely complex. Up to this time, I have been relying on monthly and quarterly statements from institutions to make a ball park assessment of our position, and so far, that has been adequate. However, my wife will retire in a bit over a year, and I am less than 2 years away from the age 70-1/2 deadline (already retired,) so I have purchased IAM to allow me to look at a (relatively) current picture of all of our investments simultaneously, instead of doing ad hoc reconstruction from various paper documents. I plan to enter everything manually. My first question is in regard to the merits of entering current values, and updating as I get future statements, versus entering true opening balances, and all of the transactional information on historical periodic statements for each instrument. My thought is that entering everything from day one might show some trends, but I'm uncertain just how valuable that might be. Perhaps a compromise such as entering "as of" starting balance and subsequent transactions for a limited time period might be best. Any advice? Pointers to existing FAQ or papers covering this question are welcome in lieu of repitition. Thanks in advance. 
Transactions / Re: Tracking options credit/debit spreads as one transactions
« Last post by Matt Willms on May 07, 2018, 08:25:17 AM »
You can't link these as a single transaction in the IAM3 activity ledger, however, when running the performance report, you can filter to just include these two securities to see the results for gain/loss and irr.

If you have add'l questions, you can contact our tech support team by email

Transactions / Tracking options credit/debit spreads as one transactions
« Last post by brbrann on May 06, 2018, 01:26:27 PM »
I occasionally like to sell credit spreads which consists of selling a put or call and then buying one.  Is it possible to link these two options trades together as one singe transactions for purpose of calculating a profit or loss?
Transactions / Re: Purchased Accrued Interest on Treasury Note
« Last post by Matt Willms on April 19, 2018, 10:00:12 AM »
You can add this as a separate income entry in the transactions activity ledger using the income transaction type. 

Transactions / Purchased Accrued Interest on Treasury Note
« Last post by mooseofark on April 19, 2018, 09:47:07 AM »
How do you enter the accrued interest included in the purchase price of a treasury note?
Importing Existing Portfolio Data / Re: Import Prices
« Last post by Matt Willms on April 12, 2018, 07:47:10 AM »

It sounds as if the leading zero was the issue in your file, but once corrected on your end, the import worked ok, so you should be all set.  If you have add'l questions, you can email our tech support team directly:

Importing Existing Portfolio Data / Import Prices
« Last post by piterMt on April 12, 2018, 02:31:42 AM »

I used your template and it will not import the price column the same is true for the image. 

Everything else works but the price is zero and no image shows

Please advise.


Here is what I found.

My first item had zero for the price.  Once I removed that item all the prices showed up on import.

I then placed an item further down the list with a zero for the price.  The import worked and all the prices showed up.

So is it safe to say that the first item in your list should not have zero?
Talking Stocks, Funds and ETFs / USA – CHINA Trade War: Impact on global market
« Last post by radha2018 on March 26, 2018, 04:14:04 AM »
Here's a summary of what analysts are saying approximately the brewing trade war among the world’s two biggest economies.
Global markets have dropped sharply after China retaliated against Donald Trump’s decision to impose tariffs on steel and aluminium, fueling fears of an all-out trade war between the world’s two largest economies.

Any sharp escalation of the US-China change conflict is probable to tug down global alternate increase and hurt India, even though, in its gift form, the face-off between the world’s biggest economies might not jeopardize the USA's export prospects. Analysts said international agencies may soon start revising down their growth projection for global trade if the situation escalates. Only in January, the International Monetary Fund had raised its growth forecast for global trade by 0.6% and 0.5% for 2018 and 2019, respectively, from its earlier forecasts to 4.6% and 4.4%.
One of the major drivers of this growth was an upward revision in the global economic expansion, led by the US. US President Donald Trump’s plans for tariffs on up to $60 billion in Chinese goods in his bid to address his country’s $375 billion goods trade deficit with China has already prompted the world’s second-biggest economy to propose a list of 128 US products as potential retaliation targets. US goods with an import value of $3 billion in 2017 could be targeted. These goods include wine, fresh fruit, dried fruit and nuts, steel pipes, modified ethanol, and ginseng.

US consumers would bear the brunt of the immediate damage in the form of inflation, as the prices of China-sourced consumer products and components would be expected to rise sharply. “The shelves of your average US retail outlet are filled with clothing, footwear, toys, appliances and other goods produced mainly in China,” says Mr. Capri. “US consumers would feel considerable pain from any kind of retaliatory tariff war between the two countries.” In this scenario we estimate US consumer price inflation overall to be 0.9% higher in 2017, and 1.5% higher in 2018, compared with our baseline US forecast. Private consumption growth out to 2021 would be well below that forecast in the baseline scenario.

Private consumption growth in China is already locked in decline, and the additional hit to consumer sentiment from a trade war would not accelerate that trend materially. The impact on Chinese consumers, by contrast, would be modest. One reason is that the US is not a major source of consumer goods imports, aside from some luxury brands.
Beyond the risk of a far-attaining trade conflict, economists have warned US purchasers are possibly to undergo the cost of the tariffs and concerns approximately Chinese retaliation are mounting. A senior administration official said the administration believed the tariffs would result in only "minimal effects" on US consumers.
A trade war wounds all combatants. It rattles business and consumer confidence, restrains exports, and hurts growth. Many U.S. businesses rely on low trade barriers to create international supply chains that reduce costs and increase efficiency. These could come apart amid the new tariffs. The last time the United States imposed sweeping tariffs, in the 1930s, the effect was to prolong and worsen the Great Depression.


Transactions / Re: Downloading transactions from a .csv file
« Last post by Lebrun on March 21, 2018, 09:13:09 AM »
I too wanted to do this a while back but haven't found any tool that does this well. I'd like to know too if someone has any suggestion.
General Discussion / Re: Mareket Value of Treasury Bills
« Last post by Forum Administrator on January 11, 2018, 04:56:44 PM »
Roy, we do not have any automatic pricing source for US Treasury bills, might be easiest to simply track those at $1.00 maturity value...

If you have add'l questions, please contact our support team @

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