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Author Topic: Keeping track of your portfolio?
VNGNTN1
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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

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realityinc21
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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


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GreenKnight37
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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


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coolpop320
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Green, can you send it over to austinnp@yahoo.com - thanks
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salama
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Could you please send a copy to
aalmetab@yahoo.com

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VegasJacks
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Please send a copy of your spread sheet
Thanks ahead of time
Jack

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GreenKnight37
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First, check out this thread. It talks about the current version of the spreadsheet:
http://www.allstocks.com/stockmessageboard/ubb/Forum8/HTML/003174.html

Second, the file is now being hosted by the Allstocks.com website. You can download the spreadsheet at:
http://www.allstocks.com/epm.zip


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iceqube
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could i please get a copy of that spreadsheet also?... thank you.
ice_qube@hotmail.com

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