Excel Spreadsheet

[yonnie]

thanks guys for your replies.

now I did open excel that comes with Works 8.5.

is that not good enough? its called Microsoft Works Spreadsheet

 

[CFD]

Open a blank MS Works spreadsheet. Go to File > Open. In the requester box that opens, go to Files of Type > Excel SS. Then go to Look in > (find file you wish to open).

Hope this helps. IMHO you would do better to use the link provided by stockGuru to download the OpenOffice programs, as you will find many of the "features" used in excel will not be available in works.

 

[yonnie]

thank you CFD, much appreciated......got there

but those examples are not really share trading accounts for the share trader with bank reconciliation.
anybody has an example of one of those?

 

[ozymick]

hi all

great infromation in this thread thanks all

I am trading cfd's I have no been able to create a formula to calculate the number of days the position is held for a (current i have to get a calander and count the days)
If anyone can help me it would be greatly apprecaited

Michael

 

[professor_frink]

hi all

great infromation in this thread thanks all

I am trading cfd's I have no been able to create a formula to calculate the number of days the position is held for a (current i have to get a calander and count the days)
If anyone can help me it would be greatly apprecaited

Michael

post #4 in this thread- the spreadsheet rowes uploaded had it in there

 

[Damuzzdu]

hi all

great infromation in this thread thanks all

I am trading cfd's I have no been able to create a formula to calculate the number of days the position is held for a (current i have to get a calander and count the days)
If anyone can help me it would be greatly apprecaited

Michael

Michael,

Assume that you have yr buy date in column B and sell date in col J, then formula below will calculate it. This will put a blank in the column where you place this formula, and when you enter the sell date the number will appear.

=IF(J41= "","",(J41-B41)+1)

If you wanted to know how many days holdings you could place the formula =NOW() in say G5 (in the top part of the worksheet) and change the formula to this.

=IF(J41= "",G5,(J41-B41)+1)

Format G5 as dd/mm/yy otherwise it display time as well

Cheers
Muzz

PS the number 41 is the row of course and will change as to where you place the formula

 

[alston36]

Here's another one that I fell over whilst browsing Excel templates.

 

[fooco]

fantastic thread, very useful...thx guys

 

[whatdoyouwant00]

Here is one i am working on.

Do you think it has everything an accountant would need??

I just threw it some fake data to test it...

I have locked the worksheet (no password) so only the unlocked (clickable) cells need you to put info in.

I will eventually put code behind it for easy adding/removing of shares and rolling over financial years and such if/wen i get the time.


regards

Brendon

 

[somebodyhere]

what about something that works out how much will be debited / credited from your bank on a particular date? (if your broker does buy/sell offsets)

 

[macca]

Hi all,

I have XP with Words and Excel and I want to create a list of stocks that I have researched and/or hold.

I want to be able to have a list of stock codes which I can keep in alphabetical order as I add each days work.

Next to the stock code I want to be able to record my thoughts, comments etc etc

I don’t need the prices in there, I am simply looking to have a record of my research for future reference

I know very little about excel, but I have read that it is very versatile.

I have tried to create something in excel but couldn’t keep them in alphabetical order as I added stocks

Maybe I could download a freebie program somewhere that might do this

Any suggestions ?

 

[marklar]

I want to be able to have a list of stock codes which I can keep in alphabetical order as I add each days work.

Next to the stock code I want to be able to record my thoughts, comments etc etc

Excel is the wrong tool for the job, sounds like you need a database with a little bit of customsation.

m.

PS. For those of you that will mention that Excel is a kind of database, yes, you are correct; however, it's particularly poor at doing what macca is after. Things are a lot easier if you have the right tool for the job!

 

[Broadside]

Sort rows in ascending order (A to Z, or 0 to 9) or descending order (Z to A, or 9 to 0)

Click a cell in the column you would like to sort by.
Click Sort Ascending or Sort Descending .

 

[macca]

Another thought, I would like to be able to add extra info as required at a later date.

If I type into an existing box in excel, it replaces what was there previously.

Yes, I know I am a dummy

Just talking to a mate, he seems to recall a program called access ?? Does anyone know of a simple freebie that does basic stuff like this.?

 

[Broadside]

Another thought, I would like to be able to add extra info as required at a later date.

If I type into an existing box in excel, it replaces what was there previously.

Yes, I know I am a dummy

Just talking to a mate, he seems to recall a program called access ?? Does anyone know of a simple freebie that does basic stuff like this.?

http://www.openoffice.org/product/base.html

also has word processing, spreadsheet which is compatible with Microsoft Office files - and it's free

 

[rowes]

Quote:
Originally Posted by macca
I want to be able to have a list of stock codes which I can keep in alphabetical order as I add each days work.

Next to the stock code I want to be able to record my thoughts, comments etc etc

Excel is the wrong tool for the job, sounds like you need a database with a little bit of customsation.

m.

PS. For those of you that will mention that Excel is a kind of database, yes, you are correct; however, it's particularly poor at doing what macca is after. Things are a lot easier if you have the right tool for the job!

Excell is great for calculations etc but it is only a spreadsheet not a database.
Access would be your next best bet to setup in, its easy to use, comes free with microsoft office and has alot of cool functions and tools, if you can think of something cool you need there will be a way to do it. but then again i am a little buyest as i develope databases for my job

 

[YELNATS]

Hi,

Here's one that I developed myself.

It relies on a series of IF statements and monitors all sorts of stats for yr trading activity. It made need to be modify to suit, but i can assist in that process.

I've left some phatom trades in the sheet so you can play around with, but if anyone has questions just ask here or PM me.

Cheers
Muzz

Very impressive spreadsheet. I'm a long time Excel user and would like to adapt it to my trading within my SMSF, if it's OK with you. Thanks for sharing it with us. regards YN.

 

[macca]

Hi all,

I have eventually managed to download Open Office, it kept stopping so I had to find a download manager, then work out how to fly that

I really am struggling here !!

I have opened up Office Base and read the help files etc in an attempt or four to create what I want but it seems to assume that I know what I am doing, which is not the case

All I want to do is to create a research file/watch list type of thing where I can make notes for future reference on any stock that I look at.

I would like to be able to edit each entry at a later date if required.

Sort of like an index card box file with a card with notes for each stock, where I can slot in a new code as I add research.

So I am imagining a list of codes and next to the codes my comments, when I add a code to my list I need it to be in alphabetical order, but also to keep the stock info next to the correct code.

I don't have much hair left, the way this is heading I will be bald by next week

Can anyone give a simple rundown on what to do, maybe an idiot proof link, when I read the OO help files I don't understand most of it.

In the meantime I shall continue to try and come up with it, maybe a few drinkies might help

 

[hatrader]

Hi,

Here's one that I developed myself.

It relies on a series of IF statements and monitors all sorts of stats for yr trading activity. It made need to be modify to suit, but i can assist in that process.

I've left some phatom trades in the sheet so you can play around with, but if anyone has questions just ask here or PM me.

Cheers
Muzz

Hi all,

Fantastic thread everyone!

To Muzz and Professor....really impressive spread sheets. Just wondering how it works when I sell only only a few shares of the same stock at different times???? i.e. Buy 2000 at $5.00 - then sell say 200 shares at $6.00 then 500 at $7.00, 200 at $8.00 etc. I noticed that on your dummy runs the the buy and sell are of the same holding.

Cheers

 

[oldpos]

Excel is the wrong tool for the job, sounds like you need a database with a little bit of customsation.

m.

PS. For those of you that will mention that Excel is a kind of database, yes, you are correct; however, it's particularly poor at doing what macca is after. Things are a lot easier if you have the right tool for the job!

Hi all,
I've been reading through this thread with interest. I think you're on the right track with Excel. However, you can spend a lot of time trying to come up with an xls sheet that will suit your needs, a lot of time which would be better off spent studying stock situations. For 3 years now I have been using "Portfolio Manager" by Paul Macgowan of Canberra. Paul has a great working knowledge of Excel and has his own internet site. His spreadsheet is fully macro run and records current stock and returns (actual & p.a), has 3 cashbooks, div records, a handy watchlist to which you can add comments, pivot tables, graphs and more importantly, pulls latest figures straight from the ASX. I could go on for ever. I truly recommend this complex but easliy understood xls. Much better than you'll ever come up with and is upgraded regularly.
Sells for $30 for 2 years which is a bargain. You can download the file and use it while restricted to 4 stocks before making any payment. Check it out. I'm sure you'll all be impressed.

http://portfolioman.atspace.com/

oldpos