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Author Topic: Keeping track of your portfolio?
GreenKnight37
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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.

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denjohn1000
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I made an excel spreadsheet for my gains and losses.
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GreenKnight37
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Yeah...I'm going that way. Access is a decent database, but its bugging me right now. Excel is easier for all the formulas
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Marcidius
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GreenKnight, where did you get ahold of your Access and your Excel databases/sheets, or did you create them yourself?
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VNGNTN1
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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.
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Marcidius
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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
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GreenKnight37
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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.

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Marcidius
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Ooooh Oooooh I'll take it *raises hand*

;-) You got my e-mail, thanks ahead of time!

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GreenKnight37
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Sent it before you even posted...lol. Check your e-mail.
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fastrunner
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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.

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Marcidius
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Haha well you read my mind then! Thanks Knight!
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Brada777
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knight can you add me too. Thanks I am very new and will need all the help I can get. Thanks
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Marcidius
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He probably needs your e-mail address?

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Brada777
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brada7@hotmail.com

oops.

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Brada777
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marcidius thank for having my back!
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Marcidius
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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

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GreenKnight37
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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).]

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Marcidius
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Seems you've started something Knight, haha

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wildhog
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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).]

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GeckoVision
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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).]

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GreenKnight37
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Wildhog and GeckoVision, you both should have e-mail in a minute.
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Sapper
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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.

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zo
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Hey GreenKnight, can you send it to me too please...zo...

fzhowandai@yahoo.com

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GreenKnight37
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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
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GMG
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Send it my way please. gary@hqm.com
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waterwitch
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Count me in, too please.
waterwitch@tampabay.rr.com. Thanks bunches.

The Witch

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chrissy_a
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Greenknight I would love a copy of it.my email is chrissy1@eircom.net
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FlyWolf
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Hello GreenKnight,

I would love a copy of your spreadsheet. Please send it to flywolf@siliconinvestor.com

Thanks!

Ralph

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Kala808
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may I please get one too, Thanks

localboy@hawaii.rr.com

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bauer
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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).]

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newstockpicker
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Hey Green ... just saw the thread and would really appreciate a copy of your hard labors. Thanks ...

Walt

swalt6@comcast.net

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presumptuous
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I would love a copy too:

presumptuous@pandora.be

TIA

pres

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coolnwo
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please send me coolnwo@aol.com
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mistikal07
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send it to me too: zero07seven@hotmail.com

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bauer
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Thanks a lot.
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