I want someone to create 4 forms. It can be done online(cloud) or standalone with any database language that i can modify and maintain. I prefer Dbase ([url removed, login to view]), I will provide dbase. I have been using excel for these simple forms but have outgrown it.
The purpose of the forms is to store and display records of my stock or option trades.
The forms must display linked records in different tables, add, delete and edit records. Must also scroll records if there are too many to fit on the screen.
I have provided samples of my excel spreadsheet.
There are 3 tables, I made them identical for simplicity. There may be a Table 4 (TOTALS) to keep running totals or they may be calculated on the fly.
The tables are STRATEGY, PROTECTION and INCOME
When the system starts up, I want to select form 3 STRATEGIES ( Married Put, Put Seller, Iron Condor)
Your will only need to write code for the Married Put, the other strategies are there just because I want a menu with options for the future.
The Attached Spread Sheet is for the Married Put,
There will be 4 forms, 3 scrolling to display the 3 tables and the forth for the calculations.
The STRATERGY and LINK fields are automatically inserted and cannot be edited.
The following Push Buttons or menu options must be available. NEW TRADE, NEW PROTECTION, NEW INCOME
The LINK is used to link the 4 tables and is only changed when I select NEW TRADE under this STRATERGY.
I need to be able to SCROLL through the different trades (LINK) and add to the PROTECTION and INCOME tables. (NEW PROTECTION, NEW INCOME)
DO NOT ALLOW EDITING OF CALCULATED FIELDS.
The STRATERGY table for each TRADE will contain only 1 record.
When a record is added to the PROTECTION or INCOME Tables, the new record should be placed on top with the others scrolling down.
REMEMBER That NEW PROTECTION, NEW INCOME keeps the same LINK,STRATERGY.
Default CurrPrice to Tradeprice for new Stratergy and Protection, to 0 for Income entries.
You need to display only about 4 records for PROTECTION and about 10 FOR INCOME.
ACTION can be - BUY,SEL,BTO,BTO,STO,STC
CALL/PUT - Stock, Call,Put
Net Amt = if Call/put = "Stock" Contracts* Tradeprice Else Contracts* Tradeprice *100
TradeCost = Net Amt + Commision
Profit Amt = (Contracts*Curr Price)-TradeCost
Prifit % = ROUND((ProfitAmt/TradeCost)*100,2)
FOR THE PROTECTION TABLE
NetAmt = Contracts* Tradeprice *100
TradeCost = Net Amt + commision
Profit Amt = (Contracts*Curr Price)*100-Tradecost
Prifit % = ROUND((ProfitAmt/Tradecost)*100,2) YOU CANNOT DEVIDE BY 0
At Rist = (tradeprice( in strategy Table)+tradeprice)-Strike
Max Loss Amt = Tradecost-(strike*contracts*100)
Max Loss % = round((maxlossamt/tradecost)*100,2) no div by 0
FOR THE INCOME TABLE
Open Amt = Contracts* Tradeprice *100
Net Amt = Open Amt - commision
Profit Amt = Openamt - (Contracts*Close Price)*100
Prifit % = ROUND((ProfitAmt/TotalInvested)*100,2) && Note ( TotalInvested is in Table 4 )YOU CANNOT DEVIDE BY 0
TOTALS (or Table 4) to be displayed in a convient location.
Total Invested = Tradecost(strategy table)+ tradecost(first record in Protection table)
Guranteed return = strike*contracts*100(first record in protection table)
Breakeven = (tradeprice-currprice) sum for all records in Strategy&protection then - (tradeprice-currprice) sum for all records in income table.
The Calculated fields are beginning to get too complicated, so i will do the formulas.
Just place the fields on the form.
Total At rick
At Rick %
Running Profit %