I have mainly Investment Trust shares and single company shares (FTSE companies).
I haven't been able to keep up to date with them for various reasons and I'm looking for a simple spreadsheet that will calculate the current value of individual stocks, record dividends and yields and give me the total of my holdings.
I'm reasonably comfortable using OO spreadsheets but, if it's relevant, I notice a lot of investors using Google s/sheets??
Currently I have around 6-8 individual stocks and 4 Investment Trusts.
Many thanks
GG
Simple spreadsheet for dividend recording and valuing my 'portfolio'
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Re: Simple spreadsheet for dividend recording and valuing my 'portfolio'
I think there's some free portfolio software available via this download page which might be worth a look given your interest in spreadsheets and dividends.GarraGee wrote:
I have mainly Investment Trust shares and single company shares (FTSE companies).
I haven't been able to keep up to date with them for various reasons and I'm looking for a simple spreadsheet that will calculate the current value of individual stocks, record dividends and yields and give me the total of my holdings.
Some screen-shots - http://lemonfoolfinancialsoftware.weebl ... shots.html
Download links for Excel and Open Office versions - http://lemonfoolfinancialsoftware.weebl ... op-up.html
Not sure if it's any good, but I hear it mentioned around here from time to time....
Cheers,
Itsallaguess