Australian (ASX) Stock Market Forum

Excel Spreadsheet

One I use for FX GSL position sizing...
 

Attachments

  • FX Sizing Long..Short.xls
    21 KB · Views: 171
Kauri,

thanks, Are you able to post an unprotected xls.

The protection password is wriiten at the top of the sheet... haven't got it in front of me at the moment but I think it is Kauri....
Cheers
.......Kauri
 
Thanks Kauri, i filed that one!

Heres mine from open book plan.
 

Attachments

  • Canaussieucks record.xls
    19.5 KB · Views: 278
A spreadsheet I use for trading the GSL Indicies.....
Cheers
..........Kauri
 

Attachments

  • Index.xls
    19.5 KB · Views: 123
OOOPS, just realised the sheet I posted a week or so back for FX was my earlier trial one, attached here is the current correct one, hopefully without errors... sorry for any confusion... :eek:
Cheers
.......Kauri
 

Attachments

  • FX Sizing Long..Short.xls
    21 KB · Views: 117
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

nice spreadsheet, how was the end result?
 
Brilliant spreadsheet - does anyone know if expectancy is included in this spreadsheet? It seems to be the only thing missing, or is profit factor another name for expectancy?

Thanks,

Steve

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
 

Attachments

  • Trading Spreadsheet sample.xls
    69.5 KB · Views: 124
Im into medium to long term trading. How should i account for dividends? Can someone please provide a simple and easy to use spreadsheet template that allows me to account for dividends as well and shares acquired through a DRP.
Thanks in advance
 
Im into medium to long term trading. How should i account for dividends? Can someone please provide a simple and easy to use spreadsheet template that allows me to account for dividends as well and shares acquired through a DRP.
Thanks in advance

buy topshare a very good peice of software and will save you hundred of hours in future tax return :)
 
Hi can anyone design a spreadsheet that does partial sales so I can track the cost as it moves over time? I buy and sell in parcels so I may not close out a position.

eg I have 100 TLS bought from 2005 @$8, I buy 100 @$4 in 2010 then I sell 150 in 2011, assuming first in first out

then I have 50 left that cost $4 at end of 2011.
 
Seeking spreadsheet expertise.

Goal - To have all rows change to align with a descending order column request.
Example - on the screenshot there are four columns of time and sales (actual about 4 thousand individual transactions). I want to see Time and Price rows corresponding with Volume and Value
Untitled.png
 
Last edited:
Seeking spreadsheet expertise.

Goal - To have all rows change to align with a descending order column request.
Example - on the screenshot there are four columns of time and sales (actual about 4 thousand individual transactions). I want to see Time and Price rows corresponding with Volume and Value
View attachment 72606
I am not sure whether I am correctly understanding you, but, instead of sorting only one column you might choose to:

(1) highlight all four columns

(2) from the "DATA" menu click on "Sort"

(3) tick the "My data has headers" box

(4) in order of preference, select the desired column/s in the "Sort by" field/s (if more than one column is to be sorted, click "add level" for each additional column)

(5) select "Z to A" in the "Order" field for sorting in descending order

(6) on some occasions, depending upon XL version, and consistency of data formats, the "Options" menu or the "Sort on" fields may need to be utilised.

(7) click "OK"
 
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