Post by sd on Jul 16, 2017 7:41:01 GMT -5
TRADING/INVESTING SPREADSHEET
Link here to Google Docs trading spreadsheet that also updates automatically.
looks intimidating for a non-tech like myself....This includes multiple linked sheets..... that one can choose to use -or not...
Also, a link to a video that explains how to go through the set-up process. I'm posting the link here- before I actually try to implement this .
This may be more than I will use-and perhaps a simpler historical spreadsheet is all one needs. I may add various links in this thread with simpler spreadsheets....
docs.google.com/spreadsheets/d/11TKviHOcYHN9yF5Uae5CPJ3eARtaarq2uWoAg8m_SLU/edit#gid=1899408036
www.youtube.com/watch?v=UTzsc0_VQqo
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A simpler active spreadsheet -that includes dividends- the video is short, illustrates functions/formulas steps - and one can likely expand on this basic sheet-
I like the idea of seperating by sectors, the % weighting of the position-
docs.google.com/spreadsheets/d/1g8rYAGe3GEf_4AbEeCU1zPJqIMyNg3jexBrJ1qm88eQ/template/preview?usp=drive_web
www.youtube.com/watch?v=XR1i_jIszdU
This looks to be a great way to get a perspective on active trades- and how they affect the overall account.
will need to include dates of entry, exit, # of days held etc.
Link here to Google Docs trading spreadsheet that also updates automatically.
looks intimidating for a non-tech like myself....This includes multiple linked sheets..... that one can choose to use -or not...
Also, a link to a video that explains how to go through the set-up process. I'm posting the link here- before I actually try to implement this .
This may be more than I will use-and perhaps a simpler historical spreadsheet is all one needs. I may add various links in this thread with simpler spreadsheets....
docs.google.com/spreadsheets/d/11TKviHOcYHN9yF5Uae5CPJ3eARtaarq2uWoAg8m_SLU/edit#gid=1899408036
www.youtube.com/watch?v=UTzsc0_VQqo
...........................................................................................................
A simpler active spreadsheet -that includes dividends- the video is short, illustrates functions/formulas steps - and one can likely expand on this basic sheet-
I like the idea of seperating by sectors, the % weighting of the position-
docs.google.com/spreadsheets/d/1g8rYAGe3GEf_4AbEeCU1zPJqIMyNg3jexBrJ1qm88eQ/template/preview?usp=drive_web
www.youtube.com/watch?v=XR1i_jIszdU
This looks to be a great way to get a perspective on active trades- and how they affect the overall account.
will need to include dates of entry, exit, # of days held etc.