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Small and medium business | Business Central, N...
Suggested Answer

Stock Market and Portfolio Tracking

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Posted on by 3,510

Hi:

Is there a means in Business Central of tracking portfolios through the stock market?  Is there an add-on available?

Thanks!

John

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  • Suggested answer
    Marco Mels Profile Picture
    on at

    Hello,

    I believe this is a different product but still in portfolio of Dynamics 365:

    dynamics.microsoft.com/.../

    Hope it helps.

  • john.ellis Profile Picture
    3,510 on at

    That does not appear to have anything to do with the stock market.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    1,111 Moderator on at

    The only thing i can think of is to use fixed assets for this and the you can revaluate the fixed asses class of stocks once a month or so.

    Probably not an ideal solution but it should work.

    I have never heard of any add-on that covers this kind of functionality for BC.

    I think i would just let my brooker keep the records and just post monthly fluctuations to my  G/L. Based on the figures from my broker.

    That is how i solve it in the companies i am involved in.

  • Community member Profile Picture
    2 on at
    I've also ventured into the world of cryptocurrency. It's a fascinating space, but privacy and security are paramount. That's why I've explored using a crypto mixer tool to protect my identity and assets.

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