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Claris Engage 2025 - March 25-26 Austin Texas ×

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I'm new to FileMaker, have had some experience with SQL in the past.

Because I'm the only one with programming experience at my new job (a fund manager), I was asked to create a FileMaker database to store and valuate informatione about equity titles.

I have set up a database with one table holding basic information about the titles. In a related database I store information about the daily values of each of the equity titles (values are only stored for the days that the specific exchange was active).

Now I want to calculate performances for a quick overview of the porftolio. I need to calculate things like the stock performance of the last day, the last month, the last quater or year etc.

In the title overview layout I want these numbers to be displayed. Always up to date. So I have to make a script that at any given time will look for the last value that a stock has traded at and then compares it to the value it had X days, months or years ago.

I have been trying to find a way to do this task but am having difficulties with the way FileMaker scripting works. It would be great if I could receive any kind of input regarding the solution of my poblem. Especially on the scripting part of it.

Thank you very much for your help,

Borino

This topic is 5962 days old. Please don't post here. Open a new topic instead.

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