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Excel Stocks

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Hey /biz/

I am about to buy my first stocks in life. I would like to manage them pretty well from the beginnings.

How do you make your excel spreadsheets? Can you give any examples? What's important, how to make a proper table set?

I would really appreciate any help form you. I have seen long time ago nice spreadsheets but unfortunatelly didn't save. Hope I'll find them now!

And some questions:
>how to manage excel table when I buy 5 times same stock but in different price
>how do I set dates properly? Yearly? Monthly? Days matter?
>how do you count in table provision etc.?
>>
Bump.

Share your experience... Come on.
>>
>>1723975
go to google finance
make a sample portfolio
also why wouldnt you just use your broker for all this shit?
>>
Excel is so easy you newb, if you can't figure this basic shit out maybe you shouldn't be trying to trade, just a thought...
>>
>>1724786
I know very well how to count everything with formulas, how to make a table, pivot etc.

I simply ask about how it should be made, what is neccessary, what should go after what.

>>1724753
My broker is not the best to do that. I live in slav country. Can;t even buy US stocks.
>>
>>1723975
It depends. What kind of information would you like to keep track of?
>>
>>1724843
The price when I bought stocks, amount of stocks for that price, current price (I guess I will have to enter that data manually every time), gain/loss % of every stock, price change - basically that I guess (with dates)

My question is, for example, what if I buy 3 x same stocks on 3 diff dates on 3 diff prices? How to manage that in table? I will have a lot of stocks I imagine.
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>>1724862
>what if I buy 3 x same stocks on 3 diff dates on 3 diff prices? How to manage that in table?
Unless you are a statistic freak this shouldn't matter much. The info you need is: I have X pcs of stock and paid a total of Y for these. Eg. 10pcs for $5, 8pcs for $6 and 12pcs for $4. So you have 30 pcs and paid a total of $146. On average $4.87. That is what you compare with the market. Doesn't really matter WHEN you bought how many.

So I would keep 1 line per company stock and add & substract what you sell & buy. You can keep another list of your total investment per day. And maybe a third list where you just record your trades.

>I will have a lot of stocks I imagine.
Don't forget that you also have to pay the broker fee per buy and sell. It's not like daytrading where you buy and sell after 1 day if you see $10 profit.

Also: if you trade foreign stocks, I hope you know about your tax situation.
>>
Go to your broker website click on activity/trades/transactions etc. Click on export to .cvs. Done
>>
>>1724944
>Doesn't really matter WHEN you bought how many.

Well, it kinda does if you want ROI and compare to alternative investments (aka opportunity cost). 50 bucks in 2012 is worth more than 50 bucks in 2017 which also leads into the question of inflation and tracking your real gains across the years...

I've toyed around with a portfolio tracker in Excel a few years ago - i don't think it's worth it. It just gets way too complicated. For proper ROI calculation you'd need to put in all dividend payments as well and then start discounting payments across the years to compare in real terms. It's definitely do-able from an accounting point of view to calculate everything after the fact. But to constantly keep track of ROI every day is cumbersome.

Specialised software also uses just math, so I'm positive you could emulate it in Excel - I'm just not sure it's worth your time. There may even be some good open source tool that does exactly what you want.
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>>1725015
>it does if you want ROI

True. But as you said, managing that in Excel just adds one or two levels of complicity. And the info you get is not super usefull. Unless you have to give proof of your work to a ganger.

The only thing I keep track of in excel is dividends by company & year and development of total value. My broker has all that information but is not super handy to use.

How many different stocks do you roughly hold?
>>
These guys don't know what the fuck they're talking about.

Honestly it's not difficult at all

Keep track of all the transaction's and if you want keep the weighed average

As stated before your brokerage should provide it
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>>1725081
>Keep track of all the transaction's and if you want keep the weighed average

It depends on what information you need.

The transactions alone don't tell you much and are also available by the broker. As OP said his broker is "not the best"he needs something to see his current performance.

What broker do you use?
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>>1725116
A major one

Besides price and quantity what else would you want to keep track of? You can do the date yourself
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Buying stock out of random? Whats your investment strategy, how big risk are willing to rate? What benchmark you aim? Thats where you should start. If you want to manage them well, read a book about and after a week you have the basics. If you donĀ“t know transaction costs, required increase in price to make your investment even - spread value, IRR. As said above, no-one knows what information you want? Give us your strategy, risk and benchmarks, yield you expect. If you have no information, either technical or fundamental on stocks, I would not go into it just buying something that may seem beneficial or on the rise.
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>>1724862

What you mean to manage? Just calculate costs of acquiring these stocks - if you have same amount use AVERAGE function, it all depends also in tax laws. In some countries, like mine, it s better sometimes to use first-in-first-out (FIFO) or last-in-first-out (LIFO) - especially when stocks are taking losses. And track current price - spread and calculate % capital gain and compare is it performing over the market or below the market, if below think on change.
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