Canadian Money Forum banner
1 - 1 of 1 Posts

· Registered
Joined
·
546 Posts
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.

http://members.shaw.ca/retailinvestor/Portfolio.xls
http://members.shaw.ca/retailinvestor/tracking.html
 
1 - 1 of 1 Posts
This is an older thread, you may not receive a response, and could be reviving an old thread. Please consider creating a new thread.
Top