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RE: Portfolio Tracking in Excel



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What brilliance!  What a stunning display of wit!  We're all in awe at the
presence of such genius on the list.  Tell us. Do you also trade with the
same intellectual agility that you've shown in this reply.  If you do then
you must be ... broke!

> -----Original Message-----
> From: The Omega Man [mailto:editorial@xxxxxxxxxxxxx]
> Sent: June 7, 1999 8:51 PM
> To: Omega List Post
> Subject: Re: Portfolio Tracking in Excel
>
>
>
> > 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.
> >
>
>