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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

<blockquote data-quote="oldpos" data-source="post: 182738" data-attributes="member: 10091">Hi all,&nbsp;I&#039;ve been reading through this thread with interest.&nbsp; I think you&#039;re on the right track with Excel.&nbsp;&nbsp; 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.&nbsp;&nbsp; For 3 years now I have been using &quot;Portfolio Manager&quot; by Paul Macgowan of Canberra.&nbsp; Paul has a great working knowledge of Excel and has his own internet site.&nbsp;&nbsp; His spreadsheet is fully macro run and records current stock and returns (actual &amp; 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.&nbsp; I could go on for ever. I truly recommend this complex but easliy understood xls.&nbsp; Much better than you&#039;ll ever come up with and is upgraded regularly.Sells for $30 for 2 years which is a bargain.&nbsp; You can download the file and use it while restricted to 4 stocks before making any payment.&nbsp;&nbsp; Check it out.&nbsp; I&#039;m sure you&#039;ll all be impressed.<a href="http://portfolioman.atspace.com/" target="_blank">http://portfolioman.atspace.com/</a>oldpos <img src="data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7" class="smilie smilie--sprite smilie--sprite1" alt=":)" title="Smile&nbsp; &nbsp; :)" loading="lazy" data-shortname=":)" /></blockquote>

[QUOTE="oldpos, post: 182738, member: 10091"] 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. [url]http://portfolioman.atspace.com/[/url] oldpos :) [/QUOTE]

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