Comments on: What Type of Stock Spreadsheets are you Looking for?

By: Lily

Lily — Wed, 11 May 2011 22:54:22 +0000

spreadsheet based on the strategy from Walter Schloss

By: Amit C

Amit C — Mon, 02 Aug 2010 23:34:00 +0000

I would suggest enhancing the current investment\portfolio spreadsheet. It is well designed and the comparision to S&P is pretty good too.
However, I do not use that, have my own simplified version based on the ‘gummy’ website.
Suggested additions:
-Allow different buys & sells for same security.
-Allow multiple ETF\Indices for comparision, say benchmark of SPY, IWM & VWO.
-Comparision complete portfolio to benchmark instead of each holding.
-Comparision over different timeframe, YTD, 1-3-5 year, etc.

Thanks
Amit

By: Jae Jun

Jae Jun — Mon, 02 Aug 2010 08:13:12 +0000

I agree with the portfolio tracking spreadsheet. Ive searched for a good tracker all over the internet but never found one. I’ll have to learn more about math to be able to create one that works properly..

By: asues

asues — Sun, 01 Aug 2010 20:53:23 +0000

I’m VERY interested in the portfolio tracking spreadsheet, especially one that handled dividends as well.

Ideally, it would be able to hand returns over a given time period (i.e. over the past month, quarter, from June 21 to June 28 etc), and compare those results to the major indices.

Tracking gain/loss from shorting would be extremely nice as well.
.-= asues´s last blog ..Earnings Update – Acme United ACU Q2 Recap =-.