posted
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
Posts: 1424 | From: Peoria, IL. USA | Registered: Oct 2003
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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.
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