Wednesday, July 31, 2013

My Excel Investment Portfolio Scrap Book

This is the enhanced version of stock calculators in the previous post.
New Features:

(1) Allow stimulation/record for multiple purchases or dollar averaging. As shown below, you can input multiple purchases and the average purchase price is auto calculated.


(2) A summary page of total portfolio; included a reminder to cut-loss if the loss of individual stock exceed 7%.


You can download the excel here:
https://www.dropbox.com/s/7xvtuenyzlb1l39/StockCalculator_v4.xlsx


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