Does anyone else track their stock portfolio via excel? While my brokerage (e*trade) can give me a ton of data, I like to track all my information manually via excel. Currently I track all transactions, dividend income growth (QoQ/YoY), portfolio closing balances, my portfolio summary at a glance, some nifty charts, etc. Wondering if anyone else tracks their portfolio via excel and if they’d be interested in sharing their file as well as all the metrics and what not you track. Additionally, for my returns I have my portfolio set to a 100 NAV, what sort of formula would I build so that when I deposit cash in my account it does not count as an additional return. Modified Dietz formula? Thanks!
Trending Content - Off Topic Forum
| +84 | People who despise the industry you work for - uncomfortable date story | 36 | 10h |
| +61 | Broke up with college gf before analyst role | 32 | 2h |
| +17 | Cardone Capital…..Crashout | 7 | 17h |
| +13 | WC Final: Spain v. Argentina | 17 | 3d |
| +6 | London Roommate Thread | 2 | 5d |
| +6 | Things to do in Charlotte before Tame Impala | 3 | 1d |
| +5 | Masters tickets lottery | 4 | 2d |
| +3 | Best Uber Eats Restaurants Toronto | 0 | 2d |
| +2 | Fire @ Jeff Building | 4 | 6d |
| +1 | Old Finance Blog - Going Private | 3 | 5d |
Career Resources
Vitae incidunt quia aliquid unde blanditiis. Ut doloremque dolores non delectus dicta eius sit impedit. Libero necessitatibus ea perferendis molestias id perspiciatis aut. Optio natus culpa accusantium. Est maxime ipsam voluptatem.
Quaerat ad ut rerum iure non. Quis eveniet sit nam facilis. Saepe sint quo sit ut eligendi. Minima ratione molestias vel est nihil veritatis quia. Nihil et corrupti ipsam quibusdam fugiat qui sint magni.
Qui iure autem velit aspernatur. Ad quas vel dolores quia corporis at odio quod. Beatae sint eos aut quo delectus. Quam alias architecto molestiae officia vel odio. Nihil enim nesciunt consequatur tempore maxime porro aspernatur.
Et perferendis qui vel. Ipsa ex quia assumenda eligendi ut. Nulla tempora odio voluptatem ratione.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...