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Oncle Boris
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Once in a brown moon
Aug 2001 time: 00:20
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#1 is quite easy, I agree.
# 2 isn't as easy... because between two account values at any given date (for instance, today and the date of opening), there are many transactions to be considered: if the guy withdraws money, converts money, makes a substitution, is charged management fees, etc, it has an effect on the final rate of return.
So I need to do something that stores ALL transactions, then sort the ones that are relevant, then calculate the appropriate rate of return.
Doable, I'm sure, but I need to thread carefully, because a mistake here can cost the boss a lot.
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