Portfolio Tracking Spreadsheet part 6 plus SmallCap update 9
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Excellent post – I improved my own spreadsheet after learning from you that the Google price could be imported and love how much input time is saved and errors reduced. Thankyou for sharing your progress on this sheet, I am using your suggestions and tweaking if necessary.
I feel it best not to have too much past data so as to avoid “analysis paralysis” – it is the future I’d like to know more about !! Once a share drops into the red nominal stop loss area it gets watched like a Christmas turkey.
Hi Stephen,
Thanks for the encouragement. I plan to work on the sheet every few weeks.
Anything that saves time and effort, and reduces errors and emotion has got to be a good thing.
Looking good so far! Are you planning to release the sheet so others can look into your changes and possibly make their own copy?
Hi Doug,
Yes I am – probably in another couple of versions time, so 2 to 4 weeks I would guess.
Thanks,
Mike
Hi Mike,
Your spreadsheet is coming on very well. Your certainly correct that it is a great method to promote self discipline, psychology and money management too,=.
regards
Ian
Thanks Ian – your spread sheet was the inspiration. It was the only UK example I could find when I started out.