Wanted to share a few suggestions with you for PS.
Suggestion 1: Invested capital v/s profit
One of the things that I have been tracking is the net invested capital at any point in time and the portfolio value at that time. To my knowledge this report is not available in the current version of PS. The invested capital is different from the Cost Basis or Start Value as they would, very likely, include the profits made from sale of other stocks. The way to get this would be to sum up the srcTrans:CashImpact column until the date required.
Suggestion 2: XIRR report over time
Similar to the above suggestion, if we are able to pull out the XIRR at the end of each month to show how the portfolio is performing, that would be great.
Suggestion 3: Risk weighted portfolio return Can we look at implementing a stock Beta and portfolio Beta report and the a risk weighted portfolio return calculation (Sharpe's ratio & Treynor's measure)? This would need to have another column to add the Beta for each stock. Portfolio Beta is computed as a value weighted average of the individual stock Betas. The trend of portfolio beta over time shows how riskier is the portfolio getting to be.
I would be happy to work with you on this as it is would be a learning experience for me too.