Hi all
I recently started dipping my toes in equity markets via an online share dealing account.
I will not be an active trader, I intend to buy and hold.
I'm looking for a link to a (free) spreadsheet that will help keep track of investments. I could probably knock something up myself, but as a newbie I think I might not be aware of all of the angles to be covered.
Any steers would be most welcome.
Thanks
You can set up a portfolio on google finance. You tell it how many shares you have and you can view the value of the portfolio. I think it also adds dividends if they are paid.
To first analyse the stocks a bit, you could use something like the "stockanalyzer" you find here www supersoftbox com It's wise to have a look at the return versus the different risk meassures for the stocks.
I've been looking at spreadsheet templates in Google docs and google have a lovely one that can pull the prices from google Finance with minimum fuss .
a search in google docs templates should bring you to it. "Stock Portfolio Tracker (live, with charts)"
Save it under your own name and it's a good starting point for a portfolio spreadsheet ! (I think ! )