Investments Database

  • Thread starter Jarem Financials
  • Start date
J

Jarem Financials

Hey,
Has anyone attempted to create an investment Database? Two major events
would be buys and sells, and they would have to hold tax lots. I am trying
to figure out how to link the buys to the lots, in order to add a new lot,
and for the sale, to Pick from the first Lot available and move foward until
all lots are sold. (FIFO) Can anyone offer any help on how to approach?

I used a huge investment system that had two different systems that were
connected by lot ID numbers. I am not sure if i want to go this route.
 

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