I'll give it a go...thanks for your help, appreciated!
You might want to add that macro security info on this thread..I know I'll
need it!
And I must add that I've had 2-3 emails from others {whom I suspect are as
naive with Excel and I am? And maybe SHY, too!}, are following the thread
closely and trying it too.
Thanks again for your help, it is certainly appreciated!

Darrell.

"JLatham" wrote:

Try this workbook (Excel 97-2003 formatted)
http://www.jlathamsite.com/uploads/MiniPortfolio.xls
Right-click the link and choose Save Target As to save it to your computer.

The worksheet is 'protected' but without a password. If you hover over cell
G1, you'll see instructions about that. Hover over A2 and you'll see a
comment on making entries.

It's rather simple: make an entry in a cell in column A (description of the
investment) and the formulas you need for that row will be created in it and
the borders for the row will be drawn. Then just enter quantity of shares
and cost (buy-in and current) to see the other values in the row.

Since this is all done using Macro code associated with the worksheet's
_Change() event (when you change a value in column A) you will need to permit
macros to execute for it to work. If you need assistance with setting the
proper Macro security level (I recommend MEDIUM as being safest), just reply
here and we'll give instructions on that.

"D.MARKLINGER" wrote:

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!