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> Is there anyone out there who uses Excel97 for tracking their portfolios?
No.
> Is there anyone who has designed custom templates for this purpose?
No.
>I need something that handles futures and that can match individual
transactions according to LIFO or FIFO.
Oh?
> I have designed a spreadsheet myself for this purpose but it is mainly for
tax reporting.
That's nice.
>How to record individual transactions and match them according to LIFO or
FIFO has me stumped.
That's good to know. Thanks for sharing.
----- Original Message -----
From: Mark J. Cerar <mcerar@xxxxxxxxx>
To: Omega List Post <omega-list@xxxxxxxxxx>
Sent: Monday, June 07, 1999 8:40 PM
Subject: Portfolio Tracking in Excel
> Is there anyone out there who uses Excel97 for tracking their portfolios?
> Is there anyone who has designed custom templates for this purpose? I
need
> something that handles futures and that can match individual transactions
> according to LIFO or FIFO. I have designed a spreadsheet myself for this
> purpose but it is mainly for tax reporting. How to record individual
> transactions and match them according to LIFO or FIFO has me stumped.
>
> Best regards,
>
> Mark.
>
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