I like my bank and they keep me apprised with the current value of my financial investments… all funds (not doing so good right now). But I gotta remember from day-to-day how I’m doing. Because the bank doesn’t show a status history or even a comparison back to when I bought. I want a software program or Excel add-in that will track a ticker symbol once a day and keep a running record of whether I have a gain or loss... whether I am in the red or black... based on original purchase basis… I can’t seem to find anything… Does anyone know of a simple software product that might provide an automated running account?thanx,ken
I would strongly suggest asking your question on the Spreadsheet Advice message board. They have a lot of people who check that board regularly who DO have some elaborate macro-driven programs ...http://boards.fool.com/Messages.asp?mid=27127395&bid=100...mathetes
You can always use Quicken which will keep track of all of your investments. You will have to set it up manually at first, but then you can download prices daily. If your bank allows downloads then you will also be able to download account activity from your bank so that you don't have to do future manual inputs.You can also use Excel, but you will have to build the spreadsheets. This Yahoo group can provide you with an Excel add-in to allow you to download prices and other info directly from Yahoo onto your spreadsheet each time you open the file.http://finance.groups.yahoo.com/group/smf_addin/
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