managing+your+stock+portfolio

Let's say you don't like the way your online stock market account organizes your portfolio, history, etc... You can simply use Microsoft Excel and come up with your own table set up however you want it so it is most convenient for you...


 * **//STOCK//** || **//DATE BOUGHT//** || **//DATE SOLD//** || **//# purchased//** || **//BOUGHT AT//** || **//TOTAL//** || **//SOLD AT//** || **//TOTAL//** || **// (+/-) //** ||
 * MSO || 1/2/2009 || 2/20/2009 || 100 || $2.93 || $299.99 || $2.26 || $219.00 ||  //($80.99)//   ||
 * TCK || 12/30/2008 || 2/20/2009 || 100 || $4.91 || $497.99 || $2.88 || $281.24 ||  //($216.75)//   ||
 * YGE || 10/23/2008 || 3/6/2009 || 88 || $4.44 || $399.44 || $3.91 || $337.11 ||  //($62.32)//   ||
 * KWK || 10/20/2008 || 3/6/2009 || 38 || $11.50 || $444.00 || $4.37 || $159.05 ||  //($284.95)//   ||
 * BAC (**) || 12/12/2008 || 4/3/2009 || 100 || $5.30 || $543.76 || $7.17 || $709.99 || **// $166.23  //** ||
 * BAC (**) || 12/12/2008 || 10/26/2009 || 375 || $5.30 || $2,028.60 || $15.35 || $5,749.85 || **//$3,721.25//**  ||
 * **//TOTAL//** || **// $3,242.47 //** ||
 * **//STOCK//** || **//DATE BOUGHT//** || **//DATE SOLD//** || **//# purchased//** || **//BOUGHT AT//** || **//TOTAL//** || **//CURRENT VALUE//** || **//TOTAL//** || **// (+/-) //** ||
 * LEHMQ || 12/2/2008 || || 1000 || $0.04 || $47.70 || $0.11 || $110.00 || **// $62.30  //** ||
 * CPRK || 4/3/2009 || || 50000 || $0.02 || $811.00 || $0.01 || $460.00 ||  **//($351.00)//**   ||
 * SIXFQ || 10/26/2009 || || 25000 || $0.13 || $3,373.75 || $0.13 || $3,250.00 ||  **//($123.75)//**   ||
 * ETFC || 10/30/2009 || || 1253 || $1.50 || $1,888.62 || $1.45 || $1,816.85 ||  **//($71.77)//**   ||
 * **//TOTALS//** || **//$6,121.07//** || || **//$5,636.85//** || **// -$484.22 //** ||
 * ETFC || 10/30/2009 || || 1253 || $1.50 || $1,888.62 || $1.45 || $1,816.85 ||  **//($71.77)//**   ||
 * **//TOTALS//** || **//$6,121.07//** || || **//$5,636.85//** || **// -$484.22 //** ||

This is just an example of how you might have it look like. You would also implement formulas into some parts of it so that certain cells calculate the right number automatically. For example, In the cells under TOTAL, you would set them = to the # of purchased X the price bought at + the commission paid (which is a constant fee for every transation, you can put the transaction fee in a seperate cell away from the table and use an absolute reference when implementing it into the TOTAL.

Now you have no problem viewing your portfolio or your history. It's all organized and on a single page. You can substitute values to see how much money you would make if a stock hits a certain price.

- Solomon Lerner