Hi:
We have a customer who needs to keep track of its investments, number of shares, and cost. (There's no real need to keep up with market valuations.)
It's not a trading situation. In fact, the companies for the investments are not listed. They're privately owned.
There might be a case when some or all shares of a particular company will be sold. The customer needs to keep track of that, as well, including capital gains.
Premiums, indexing, and stock certificates along with their dates and number of shares remaining after sale would need to be tracked.
I'm not sure if inventory would be a way to do it.
Does anyone have any ideas?
Thanks!
John
