I find MS Excel very useful to track my finances. So one day I thought how nice it would be to track my portfolio using excel sheet. Then I searched internet for some free excel template to do this. And I found the one. I then modified it to make it more attractive with some color and formulas.
Then I thought how nice it would be if I can use it to calculate my capital gains from this sheet given the transactions. So I learnt some excel programming to come up with very crude way to do it. You can find this excel sheet here. And I have created one ppt with screenshots telling how to use it. You can download it here. Please let me know your feedback at my email id purohit under score arvind at the rate of yahoo.com
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3 comments:
Hi
This excel sheet is very good.
also i would like to have one sheet for watch list and another sheet for holding, so that it will be easy for tracking.
also the maximum line it takes as 89 lines if it takes more it will be good for many people who is tracking many stock..
this really a great Job... keep it up..
one of the best and esay sheet found in market..
Thanks a lot
-Srini
As per design, there is no restriction of 89 lines. Please follow PPT to update the excel and it should be fine. Let me know if you still have problem.
Hi Arvind,
It is really good. I added some scribes and it is working good. I am not familiar with the entry of transactions. I will try with some real data and give you the feed back. Thanks and i appreciate your work.
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