Portfolio Update/Formatting changes

    So, since I made my post on Market Turmoil, my portfolio has recovered about 1%, or roughly $100 worth of its value which brings a small piece of mind to me. Although any new buys from my existing companies will be more expensive.

    My primary reason for this post however is to get your opinions on how you might prefer to see my portfolio on here. I've recently taken a look at GoogleDocs and their spreadsheets. The main attraction is that it will auto update the stock prices for me, saving time! (Will include how to in my next Excel Spreadsheet post)

    I am looking for any comments on which look better, preferred table and readability? Please comment below and let me know! I may also include some more info within the Google spreadsheet.

Excel Portfolio Tutorial: Basic Table Foundation

    Tracking your various investments, registered and non-registered accounts can be fairly difficult and daunting, especially when you have multiple accounts with different companies. I find that by using Microsoft's Excel makes the task much easier and allows for the creation of a clearer picture of ones total investment portfolio. Setting up a spreadsheet (worksheet), or multiple worksheets within Excel and creating the tables can be quite time consuming if you are not familiar with using Excel, along with the financial formula’s to show you what you want to see.

   

    So in this first post I’d like to show you how I have setup my Excel worksheet for tracking my investment portfolio within my brokerage account. I’ll start with:

1.  Setting up a Table: Columns, rows, labels.
2.  Basic setup structure.
3. A few basic formula's shown within Excel.