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