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Author: rharmelink Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2771  
Subject: Re: portfolio backtesting Date: 2/7/2010 11:55 AM
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it's tedious to look up historical prices for everything and input each piece of data manually.

You should be able to use my free, open-source EXCEL add-in to help with something like that:

http://finance.groups.yahoo.com/group/smf_addin/

For example, this function:

=smfPricesByDates("MMM",DATE(2008,12,31),DATE(2009,12,31))

...would give you the adjusted closing prices from Yahoo for those two dates. And, of course, the three parameters can all be cell references.

However, rather than do your portfolio by # of shares, you'll probably need to do it by dollar value. Otherwise, you have to worry about things like splits. The adjusted closing prices from Yahoo will also allow you to simulate dividend payments over the holding period.
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