Excel Spreadsheet to Monitor Portfolio

[raymarquise]

Does anyone use Microsoft Excel to monitor your portfolio??
If so, please send me a copy of your spreadsheet.
Thanks.

[garilou]

I am starting to prepare one.
At first I had to be sure I understood really well the SSP system.

But it will take some time.

Keep eyes on the forum "How it works".


Louise

[dhamel]

Here is the one I used,  I included data as if you would start a 50k portfolio as of the close of today.

There is a fewstep to do every week when there is new trade.

1. Adjust the cash to reflect the cash in your account.
2. Update the Last Price, this spreadsheet is already connected to the Microsoft Excel Stock addin, if you dont have it you can download it from MIcrosoft

3. Do the Selling by removing the line that represent the stock you are selling and by adding the Valeur Actuel of that line to your cash.
4. Add the line for the new Buy order, put the quantite to 0 and the Prix Achat to the Closing Price.

5 Your portfolio adjustment (quantity) are showend in column Ajustement Achat/(Vente)


Denis