For those of you who didn't read my earlier thread, I've been sharing an Excel spreadsheet that keeps track of your portfolio. Its originally a Microsoft template, but I've modified it to add a lot more functionality.

The newest feature: Refreshable stock quotes. You no longer need to manually enter stock information to update your portfolio, you just hit a button!

For this feature, you do need to download something from Microsoft. Its a Stock Quote add-in, that allows all of this to work. The add-in is only 320kb, so its a fast download. Go here, click on the Download link, and choose "Open". The installer will do the rest.
http://www.microsoft.com/downloads/details.aspx?FamilyID=485FCCD8-9305-4535-B939-3BF0A740A9B1&displaylang=en

For those of you who have my portfolio manager, you need to add the following line of code. For the "Current Quote" column, add the following:

=MSNStockQuote("????","Last Price","US")

In the above line of code, just replace the Question Marks with your stock symbol. The spreadsheet will automatically pull the last selling price, and you're set! Oh, you may want to format the cells to display 3 digits after the decimal, to receive the most accurate last price.

uncle milty

if I download it, I get problems with Excell. It shuts itself down and says an error has occured. The problem is gone when I remove the add in.

Could it be because I use 2000... in stead of 2002...???

It is possible that it wont work with Excel 2000. I will check and see if it works on one of my other computers.

If you are receiving an error message though, could you post what the error says? I may be able to help troubleshoot and fix the problem.

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Bauer,

What problem are you having with Office 2003? The download is designed for 2002, and thus should be compatible with Excel 2003. Can you explain your problem, or tell me what errors you are receiving?

I would love a copy as well please.

risc999@yahoo.com

As I told you via email, the template works quite well, even in Quatra Pro. Of course, the add-on won't work as it is designed for Excel. I did do a small amount of tweaking to your original however. I added two new columns ... Date Bought and Date Sold.

Thanks again.

Also customized the quote column so that in the quote it pulls the symbol from the SYMBOL column and looks it up instead of manually having to type it in.

There seems to be compatability issues with Excel versions, below the 2002 release. Anything above that(2003, XP) should work fine.

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Originally posted by Marcidius:
Also customized the quote column so that in the quote it pulls the symbol from the SYMBOL column and looks it up instead of manually having to type it in.

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I made that change also. The most current version has that feature.

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Originally posted by Marcidius:
I've customized it a little too so that in the trade fees it puts a 5.00 if I have a buy price put in, and adds 5.00 to it if there is a sell price recorded.

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Marcidius,

And yes if I ever find any Misc. fees I will definitely add that in, good point. Thanks for the sheets and the help GK!

Formula (just paste it in the first column under "trade fees"):

Can you please send me your latest and greatest excel porfolio sheet. Thanks Chris
chrissy1@eircom.net

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Originally posted by GreenKnight37:
Marcidius,

Thats a good change for us Lowtrade users, but I left it out originally because of those block fees. I still haven't seen a charge for my purchase of 125,000 shares, but if they add some Misc. fees, it will through off the formula. So if you ever experience a fee like that, remember to add it in by hand.

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Originally posted by Marcidius:
Newstockpicker: did you get it to automatically place the date, or do you enter it? I am trying to figure out if there is a function to get the current date built into Excel.

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Thanks

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Originally posted by bauer:
The one for office 2003 differs a lot. It won't let you insert just the current stock quote. It gives you ALL the information inclusing high/low etc.... not so benificial ;/

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Bauer,

I believe I know what you're talking about. That is a different stock feature in Excel, it is not the Add-in that I am using for my spreadsheet.