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!
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