Hallo I hope someone can help with my, probably, stupid question.
I'm new to Filemaker and trying to make a database to replace my iNumbers spread sheet, which track the performance of a basket of stocks in an investment portfolio.
I have managed to create a table which records cash, dividends, fees, buys sells etc to provide an overall profit/loss. However to evaluate overall performance I need to add the current daily value of the stocks held (this value is constantly changing as per stock market valuations)
In iNumbers I did this by having a second table which imported totals from the first and I was able to then insert the current days valuation in one cell to evaluate the overall performance at that time.
When I try this in Filemaker I cannot get it to work. I cannot seem to carry out a calculation between tables despite trying all sorts of 'relationships'.
I have £2000 in cash.
I buy stock 'Z' for £1500
Therefore I now have a cash total of £500 + the market value of the stock "z"
but today my stock may be worth £1200 and next week it may be worth £1600 its this dynamic changing value I want to include but cannot figure out how.
I no doubt have missed something obvious but I'm totally stuck.