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  1. #1
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    Info Share Tracking Spreadsheet

    I knocked this together this morning, no eye candy and very basic. There is room for a lot of improvement so if people post suggestions I will see if I can incorporate them. Just bear in mind I am terrible at Excel, never been trained in it so I can't accomplish miracles.

    Just add the date, use the drop down box to select Buy or Sell, enter the SP (up to 2 decimal places but you can alter if you wish) and quantity, commission and stamp duty is optional, then the Debit/Credit field will populate itself. Reports can be created to see how much you have made/lost in the financial year for tax calculations and planning, this is not a feature yet though.

    My ideas:
    Have commission/stamp duty automatically calculated if there is a set percentage
    Track profit/Loss (very easy to add)
    Create reports to track individual share performance

    Attached Files Attached Files


  2. #2
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    Default Re: Share Tracking Spreadsheet

    Forgot to note, the sample above is a joke, I don't hold that many shares unfortunately


  3. #3
    DF VIP Member Spennyboy's Avatar
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    Default Re: Share Tracking Spreadsheet

    Sorry mate, slipped my mind last night.

    Here is the re-up of the other one;

    http://www.mediafire.com/?h6kh116t7w...y4y2l7wuwtq92c

    Thanks to Spennyboy

    evilsatan (12th January 2012)  


  4. #4
    DF Super Moderator
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    Default Re: Share Tracking Spreadsheet

    Cheers Spence, I like the idea of starting a little project of my own but time is so tight atm. Will download yours now


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