stock portfolio tracker (new)

Upload: aaron-chan

Post on 10-Jan-2016

7 views

Category:

Documents


0 download

DESCRIPTION

Stock tracker

TRANSCRIPT

Read This FirstStock Portfolio TrackerBrought to you by:InvestmentMoats.comPlease send your feedbacks and queries toQueries and FeedbackDescriptionStock Portfolio Tracker is Investment Moats attempt at creating an online spread sheet that will let a stock investor1) Monitor your stocks in a portfolio2) Track stock purchase by transactions3) Transactions compatible includes purchase, sale, dividend and stock splits4) Aggregate transactions to individual stocks5) Aggregate individual stocks to portfolio6) Calculate each stock's XIRR7) Factors in Bonus, Rights Issue

DonateIf you appreciate this spreadsheet and would like to donate to the effort, donate here!How to use thisDetail how to use instructions view this articleLegendField that needs to be specify by userField that contains formula. Do not fill in this field with user's own values Version HistoryReference Links1.13Added Capital Reduction to Transactions- added "CapReduct" type as Transaction Type- insert if(B2="CapReduct",I2,0) into Cumulative units- insert if(B2="CapReduct",L2-K2,"Error") into Cumulative costs5/24/151.12Amend Transactions, Transactions USD and Transactions HKD. Under Cumulative Cost, if Previous Cost is