Sale! 150317-PortfolioViewv6 View larger

Online only

150317-PortfolioViewv6

150317-PortfolioViewv6

New

An excel document to keep an overview of all trades (stock, options), the (un)realized profit and loss per trade and the (un)realized profit and loss in total.

More details

0,99 €

Add to wishlist

Data sheet

Language English

More info

The following information is in the overview:

-          buy date

-          Investment

-          Strategy

-          Stock/Option

-          Quantity

-          Stock Dividend

-          Cash Dividend or Claim Costs

-          Purchase Price

-          Trade Fees (Buy)

-          Total Cost

-          Market/ Sales Price

-          Trade Fees (Sell)

-          Market Value

-          Gain/ Loss

-          Gain/ Loss %

-          Open/ Close

-          Closing Date

 

And in Total:

-          Cash amount

-          Stock amount

-          Total amount

 

-          Starting Equity

-          Current Equity

-          Gain/ Loss

 

-          Realized Gains/ Losses

-          Unrealized Gains/ Losses

-          Total Gains/ Losses

 

 

Example data of Apple trades is included.

 

System requirements: windows, excel 2007 or higher.

Reviews

No customer comments for the moment.

Write a review

150317-PortfolioViewv6

150317-PortfolioViewv6

An excel document to keep an overview of all trades (stock, options), the (un)realized profit and loss per trade and the (un)realized profit and loss in total.

Write a review