Replies to post #6772 on A.I.M. Users Bulletin Board (AIMUSERS)

[Bernie Goldberg]

Hi,
Computer programming is not my cup of tea, i manage to get by with Newport and Bill Riedemann's spreadsheet. I use Microsofts's Money tokeep track of things.
As a programmer I'm sure you would have an idea of what would be involved in creating a program that would do what you need. Just curious how much time is involved in something like that.
My experience with CAG doesn't go ack as far as yours. I've only owned it for two years. I started with 66% stock and 33% Cash. Today I have 68% stock and 32% Cash. 61% of my Cash Reserve is in CAG-B which I didin't start using until May, 2001. Total return over the last 2 years is 12.25% I feel that is pretty good considering market conditions of the last 24 months.
Bernie

Please don't anybody show me a curve fitted graph telling me how I could have made more.

[Conrad]

Hi PDAH,

You wrote":

I would like a true AIM BTB software package that will allow for multiple portfolios of multiple stocks and do all the transaction bookkeeping (I know I am asking for a lot here).

I do not understand this. I thought all the programs like A.I. and New Port and other are already offering that(Multiple portfolios en transaction bookkeeping etc.).

May be you could look at the Vortex Software at:

http://www.aim-users.com/aimware.htm Software Page

This software is also a Portfolio Administration System. The Vortex Algorithms can easily be changed to the AIM BTB Algorithms.

Maybe it is a good idea to look at it and let me know what you would need extra(Charting and stock price importing I suppose?).

The Vortex Program will let you make up any number of portfolios as you want. Each Portfolio can be made up of as many funds as you like. The Trading Management is done on each fund separately but the Reserve is common for the funds in the Portfolio. This allows you to borrow money for a fund that needs it. It that sense the Reserve is a common pool that you make up as you add funds to the portfolio with the C/E Ratio you allocate to the funds you select.

The only thing that Vortex does different is the PC-calculation, and that can be changed in a jiffy to a standard AIM BTB. On my Excel spreadsheets I also have a Vortex Option in which the PC-Update is exactly

PC2=PC1 + F*Buy

and with the selection of F=0,5 Vortex Mimics AIM BTB to the Tee.

Maybe I misread your question?
It's not too much to ask to change Vortex into AIM BTB but I would need to let the programmer do that work. For me it is not to much to ask some money for that work.

:-)

Let's Make A Deal!

Monty Hall