Open source stock portfolio management.

[Fejj]

My friend is an investor in and big fan of Apple, and thus also Claris. He purchased FM Pro with the intent of moving his portfolio and financial management to FM Pro instead of spreadsheets.

He has worked hard studying FM Pro, bought and followed a tutorial, but has not gotten very far. I have no knowledge of FM Pro, and my experience is limited and with SQL mostly. So, I am of little help.

What would be great help is if someone can provide links to open source examples of stock portfolio management in FM Pro, or of a forum/website where he or I can ask to find such.

Thanks!

[comment]

On 3/11/2023 at 4:51 PM, Fejj said:

open source examples of stock portfolio management in FM Pro

I don't know if such thing exists. If it does, I would expect it to be very basic. You see, compared to Excel, Filemaker has very few financial functions. You need to construct your own. Some of these are simple, others can be very complex. I doubt anyone would be willing to make these freely available.