How do all of you keep track of your portfolio? Excel sheets, Databases, other?
I'm working on both an Excel and Access database right now, but I figured I'd post really quickly and get any suggestions/examples.
Posted by denjohn1000 on :
I made an excel spreadsheet for my gains and losses.
Posted by GreenKnight37 on :
Yeah...I'm going that way. Access is a decent database, but its bugging me right now. Excel is easier for all the formulas
Posted by Marcidius on :
GreenKnight, where did you get ahold of your Access and your Excel databases/sheets, or did you create them yourself?
Posted by VNGNTN1 on :
MARC How else would you do it ? They just give you the container for you to customize as far as I know. I use Access with no problem(for tracking) Use an old TI-83 for my formulas so I can take them with me.
Posted by Marcidius on :
VNGN: There are many templates and Excel sheets on the internet that you can download, even on the Microsoft site...so that was my question Posted by GreenKnight37 on :
After the Microsoft template site stopped crashing my Excel, I editted their stock template. I did a lot of tweaking to improve their formulas. Lots of lengthy IF statements, but it works much better.
If anyone wants it, let me know.
Posted by Marcidius on :
Ooooh Oooooh I'll take it *raises hand*
;-) You got my e-mail, thanks ahead of time!
Posted by GreenKnight37 on :
Sent it before you even posted...lol. Check your e-mail.
Posted by fastrunner on :
May I have a copy too? Thank you. My e-mail is biayum@pacbell.net
quote:Originally posted by GreenKnight37: After the Microsoft template site stopped crashing my Excel, I editted their stock template. I did a lot of tweaking to improve their formulas. Lots of lengthy IF statements, but it works much better.
If anyone wants it, let me know.
Posted by Marcidius on :
Haha well you read my mind then! Thanks Knight!
Posted by Brada777 on :
knight can you add me too. Thanks I am very new and will need all the help I can get. Thanks
Posted by Marcidius on :
He probably needs your e-mail address?
Posted by Brada777 on :
brada7@hotmail.com
oops.
Posted by Brada777 on :
marcidius thank for having my back!
Posted by Marcidius on :
quote:Originally posted by Brada777: marcidius thank for having my back!
Haha no problem, that's why I love this board, EVERYONE gets your back! Good luck!
-Marc
Posted by GreenKnight37 on :
Alright...sent off to fastrunner and brada777!
Everybody else is gonna have to wait about an hour, taking a short break from the world of stocks, then I'll be back!
[This message has been edited by GreenKnight37 (edited January 13, 2004).]
Posted by Marcidius on :
Seems you've started something Knight, haha
Posted by wildhog on :
hey Knight...could you please serve me a copy too...thanks in advance: wildhog5@yahoo.com
quote:Originally posted by GreenKnight37: Alright...sent off to fastrunner and brada777!
Everybody else is gonna have to wait about an hour, taking a short break from the world of stocks, then I'll be back!
[This message has been edited by GreenKnight37 (edited January 13, 2004).]
Posted by GeckoVision on :
hey GreenKnight, can you send it to me too please? and you should never take a break in the world of stocks, theres always DD to be done breaks are also for wimps :-P
my email is paulpaps@yahoo.com
thanks!
[This message has been edited by GeckoVision (edited November 16, 2004).]
Posted by GreenKnight37 on :
Wildhog and GeckoVision, you both should have e-mail in a minute.
Posted by Sapper on :
Knight,
may I have it too. Thanks. mfireb@yahoo.com FTS
quote:Originally posted by GreenKnight37: After the Microsoft template site stopped crashing my Excel, I editted their stock template. I did a lot of tweaking to improve their formulas. Lots of lengthy IF statements, but it works much better.
If anyone wants it, let me know.
Posted by zo on :
Hey GreenKnight, can you send it to me too please...zo...
fzhowandai@yahoo.com
Posted by GreenKnight37 on :
Okay...I think I covered everyone. If I missed your e-mail, just post again and I'll send the file as quickly as possible Posted by GMG on :
Send it my way please. gary@hqm.com
Posted by waterwitch on :
Count me in, too please. waterwitch@tampabay.rr.com. Thanks bunches.
The Witch
Posted by chrissy_a on :
Greenknight I would love a copy of it.my email is chrissy1@eircom.net
Posted by FlyWolf on :
Hello GreenKnight,
I would love a copy of your spreadsheet. Please send it to flywolf@siliconinvestor.com
Thanks!
Ralph
Posted by Kala808 on :
may I please get one too, Thanks
localboy@hawaii.rr.com
Posted by bauer on :
hey, can you send me that excel sheet. I am pretty new and have been doing everything using windows calculator. TIA
daboy@optonline.net
[This message has been edited by bauer (edited January 14, 2004).]
Posted by newstockpicker on :
Hey Green ... just saw the thread and would really appreciate a copy of your hard labors. Thanks ...
Walt
swalt6@comcast.net
Posted by presumptuous on :
I would love a copy too:
presumptuous@pandora.be
TIA
pres
Posted by coolnwo on :
please send me coolnwo@aol.com
Posted by mistikal07 on :
send it to me too: zero07seven@hotmail.com
Posted by bauer on :
Thanks a lot.
Posted by VNGNTN1 on :
G37 Could this be adapted to tally weekly picks(3/wk)with portfolio change & balance.Trying to figure a reporting system for the club as a reference for all members to know how each is doing ? Read Comment & questions o 1-100k
Posted by realityinc21 on :
quote:Originally posted by GreenKnight37: How do all of you keep track of your portfolio? Excel sheets, Databases, other?
I'm working on both an Excel and Access database right now, but I figured I'd post really quickly and get any suggestions/examples.
I LET SCOTTRADE AND AMERITRADE DO IT FOR ME!!THEY SEND YOU A MONTHLY STATEMENT WITH EACH BUY AND EACH SELL. CAN'T GET MUCH EASIER THAN THAT. GO TO PORTFOLIO HISTORY AND IT ALL RIGHT THERE.
------------------ DIANA
Posted by GreenKnight37 on :
quote:Originally posted by VNGNTN1: G37 Could this be adapted to tally weekly picks(3/wk)with portfolio change & balance.Trying to figure a reporting system for the club as a reference for all members to know how each is doing ? Read Comment & questions o 1-100k
VNGNTN1, I made the changes. Whats you're e-mail? I'll send it and you can see what you think
Posted by coolpop320 on :
Green, can you send it over to austinnp@yahoo.com - thanks
Posted by salama on :
Could you please send a copy to aalmetab@yahoo.com
Posted by VegasJacks on :
Please send a copy of your spread sheet Thanks ahead of time Jack
Posted by GreenKnight37 on :
