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ETF Investment Creation

Posted: Sat Nov 02, 2024 2:37 pm
by Spirit1971
I've been using the program for a few months and now I would like to include ETF type investment management, but I've done a lot of tests but it seems very complicated to create portfolios, I've also seen the few example videos but the impression is that they refer to old versions, does anyone have an example file to understand how to manage the creation of the "securities account" and "shares account" that are combined with each other? Thanks for any reports

Re: ETF Investment Creation

Posted: Sat Mar 08, 2025 5:50 am
by guangong
Hi @Spirit1971

With the night build from master branch, it would go smoothly. Would be great If yahoo finance supports its price like stocks.

Re: ETF Investment Creation

Posted: Sat Mar 08, 2025 10:27 am
by MlinMMEX
There is a specific forum created for this topic in MMEX: See viewforum.php?f=31

Re: ETF Investment Creation

Posted: Sun Mar 16, 2025 1:44 pm
by Nickallington
ETFs are treated like shares and quoted on exchanges with registered ticker codes. They pay dividends in the same way, though it becomes slightly more complicated if you have bond ETFs, which usually pay interest rather than dividends , and it is not impossible to hold an ETF that contains both shares and other investments, such as US Treasuries. Some Mutual Funds already do this.