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Title: Excel Spreadsheet to Monitor Portfolio Post by: raymarquise on July 27, 2008, 01:40:29 AM Does anyone use Microsoft Excel to monitor your portfolio??
If so, please send me a copy of your spreadsheet. Thanks. Title: Re: Excel Spreadsheet to Monitor Portfolio Post by: garilou on July 27, 2008, 11:15:47 AM I am starting to prepare one.
At first I had to be sure I understood really well the SSP system. But it will take some time. Keep eyes on the forum "How it works". Louise Title: Re: Excel Spreadsheet to Monitor Portfolio Post by: dhamel on July 28, 2008, 09:24:53 PM Here is the one I used, I included data as if you would start a 50k portfolio as of the close of today.
There is a fewstep to do every week when there is new trade. 1. Adjust the cash to reflect the cash in your account. 2. Update the Last Price, this spreadsheet is already connected to the Microsoft Excel Stock addin, if you dont have it you can download it from MIcrosoft 3. Do the Selling by removing the line that represent the stock you are selling and by adding the Valeur Actuel of that line to your cash. 4. Add the line for the new Buy order, put the quantite to 0 and the Prix Achat to the Closing Price. 5 Your portfolio adjustment (quantity) are showend in column Ajustement Achat/(Vente) Denis |