Skip to main content

Notifications

Announcements

No record found.

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

Stock Market and Portfolio Tracking

Posted on by 3,482

Hi:

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

Thanks!

John

  • Stock Market and Portfolio Tracking
    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.
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Stock Market and Portfolio Tracking

    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.

  • john.ellis Profile Picture
    john.ellis 3,482 on at
    RE: Stock Market and Portfolio Tracking

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

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Stock Market and Portfolio Tracking

    Hello,

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

    dynamics.microsoft.com/.../

    Hope it helps.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans