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#1
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Template WANTED
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! |
#2
Posted to microsoft.public.excel.misc
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Template WANTED
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! |
#3
Posted to microsoft.public.excel.misc
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Template WANTED
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! |
#4
Posted to microsoft.public.excel.misc
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Template WANTED
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! |
#5
Posted to microsoft.public.excel.misc
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Template WANTED
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! |
#6
Posted to microsoft.public.excel.misc
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Template WANTED
[Edit] - system is acting up this morning, so I apologize in advance if this
turns out to be a double post - JLatham on behalf of an overworked server. OK, first a little about the 'why' of macro security settings. Basically macros are Visual Basic for Applications (VBA) code. With code and the right permissions on a system, just about anything can be done to/with the system. Since most people run Windows under an Administrator account, the permission to make changes to anything is there. This means that if there is any malicious code included in a macro within a program that it can perform its mischief without any problem. So whether or not you permit macros to be executed (Enabled) depends pretty much on your trust of the source of the application and its code. There are several levels that you can set Macro Security to and I feel that the one combining the 'best' of security and convenience is MEDIUM. At the medium setting you are presented an alert when you open the .xls file containing macros telling you that they exist and asking if they should be allowed to run (Enabled) or not (Disabled). It is just one extra click to make that decision. It is the level that I run at and I 'put up with' the extra click - and most of my .xls files contain code and 99% of that code is code that I wrote and yet I still run at that level. This keeps me from being unpleasantly surprised if someone sends me an Excel file that should just perhaps have a formula or two and some information on a worksheet but announces that there's code also - then I can look at the code to see what it is going to do before it gets a chance to do it. Or, if I didn't know how to read the code, I might just fire a message back to the sender asking "why the code? what's it doing for me?". OK - how to set the macro security level. Pretty easy in Pre-2007 versions. From the main menu toolbar choose Tools | Macro and expand the list to see the Security option. Click it and then choose MEDIUM in the window presented to you and click [OK]. Close Excel. The next time you use Excel that will be the security level used. Excel must be closed and then reopened after a security level change for that change to take effect. With Excel 2007 you have some added options. Begin by clicking the Office Button and then choosing the [Excel Options] link at the lower right of the window. Choose Trust Center from the left pane of the Options window. Click the [Trust Center Settings...] button in the right window pane. Click on Macro Settings in the left pane and to get the equivalent of MEDIUM security, select the "Disable all macros with notification" option. Click the [OK] button to close that window, then click the [OK] button to close the Excel Options window. Close and reopen Excel and you will have 'medium' security in Excel 2007. One of the added options in Excel 2007 is to designate 'trusted locations'. A trusted location can be any location that you can get to from your machine. Typically it would be a specific folder on your hard drive or another computer in a network. When you designate a trusted location, then any files that you put into that location become trusted and if they have macros in them, even with another level of security chosen, they will open and enable macros to run without 'warning', saving you a step. You designate trusted locations through the Excel Options | Trust Center | Trust Center Settings window also. If you elect to use Trusted Locations, make sure you don't put files into those locations until you truly do trust them. Hope this helps with your understanding of Macro Security within Excel (and other Office applications). As for the workbook I provided a link to, I think you'll find it does what you wanted very nicely with the help of the VBA code I wrote, 'trust me' <g. "D.MARKLINGER" wrote: 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! |
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