Well it looked simple, so I tried it. I seem to get most of it done, except
the column labels or titles. The formula seemed to put the result up on that
field...left the data line field empty, or put the wrong number in that
field.
I just find Excel so difficult to use...this is not rhe first time I've
tried using Excel.
I guess I'll just have to wait for a sample one somewhere to get posted.
Frankly, looking at all the templates in all the categories, I'm surprised
no one has put one like this in somewhere. Amazing!


"JLatham" wrote:

I don't know of a template, but I think you can make your own easily enough,
or perhaps this will give you a start?
In row 1 of a sheet type your column labels, something like:
Investment # Shares Buy-Cost Value Current Cost Current Value
Gain/Loss

Starting in Row 2,
In column A, just enter names of stocks/investments
In B, enter number of shares you purchased
In C, enter the cost per share
In D put the formula =B2*C2
In E you can put the current per share cost and
In F put the formula =B2*E2
In G put the formula =F2-D2 to give you gain/loss of value.

You can now 'fill' the formulas in columns D, F and G down the sheet. See
Excel Help for topic 'Data fill' or 'fill data' for help on that operation.
"D.MARKLINGER" wrote:

Looking for a simple 'personal investment portfolio template', where one can
list their mutual funds and stocks, with columns across for number of shares,
share value, total value.
Seems simple, but I don't know Excel so cannot do one myself.
Any templates online do not have this simple version, but rather complex
business ones.
Any help/direction most appreciated!