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Margin Facility Portfolio XLS help

Discussion in 'Accounting, Tax & Legal' started by Tom Alaka, 13th Jan, 2009.

  1. Tom Alaka

    Tom Alaka Member

    4th Jan, 2007
    Hi All,

    Was wondering if I could have some assistance with the attached margin facility xls sheet. I use this sheet to keep track of my margin facility as well as portfolio performance, and running risk scenarios.

    Works pretty well for what I need , though getting a little cumbersome as I need to add in all new buys, DRPs etc and the list is getting quite long. What would the best way be to simplify a statement of current holdings for a data entry list of 200 lines long?

    In essence, I would like:
    - Simple portfolio list by stock
    - Simple graph of this.

    I’ll need to integrate a dividend sheet, and and also a seperate page for my holdings themselves (at the moment I double entry for the amrgin facility and for the portfolio sheet).

    Alternatively could anyone volunteer a better spreadsheet of their own? ( I’ve tried demos of many available portfolio management software as well as google searches of available xls spreadsheets, and none yet seem to do the trick for me).

    Im no trader - I really dont want anything too fancy analysis wise. Just something that is simple to use and easy to undertand. And not waste much time with data entry.


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