11-12-2014, 10:31 AM
daat99,
I developed an MS Excel workbook for portfolio tracking several years ago. I have been using this tool for the past 7 years tweaking the features as I go. It allows me to track my basis in a given stock, calculate my dividend income and trading income returns for individual stocks, track portfolio value, annual returns, etc. It also has external links to various fiinancial websites. You can view parts of the portfolio tracking software on my website shown on my profile page.
M$$I
I developed an MS Excel workbook for portfolio tracking several years ago. I have been using this tool for the past 7 years tweaking the features as I go. It allows me to track my basis in a given stock, calculate my dividend income and trading income returns for individual stocks, track portfolio value, annual returns, etc. It also has external links to various fiinancial websites. You can view parts of the portfolio tracking software on my website shown on my profile page.
M$$I