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what I really want to be able to do is ...
I find all the portfolio tracking systems out there lose the 'history' that provides relevance. The following excel97 file keeps a record each time you decide (month end) to freeze its value. The current stock prices on the main page are look-up'd from a back page. It takes only a few seconds to import the data to that back page using just basic Select-copy-pasteSpecial-data.

Where you get the data is up to you. The spreadsheet has the backup page formatted to use GlobeInvest's Stocklist. But you can edit that page and edit the look-up command on the front page.
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