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Personal Stocks Portfolio Tracker

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  1. #11

    Join Date
    Dec 2002
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    29,733

    It has a couple of bugs related to multiple reporting currencies. Easily fixable and I've emailed the author to see if he will update his template.

    Paxbritannia likes this.

  2. #12

    Join Date
    Aug 2013
    Location
    The World
    Posts
    881

    Exactly what I've been looking for. Thanks!


  3. #13

    Join Date
    Jan 2020
    Posts
    6

    Very good portfolio tracker! Thanks Shri.


  4. #14

    Join Date
    Dec 2002
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    Glad you found it useful.

    I am trying to figure out how to handle fixed deposits and cash in savings accounts. Not a big deal, but would be nice to eventually have something that would trigger an email if the cash exceeds a certain limit, to rebalance / reinvest that.


  5. #15

    Join Date
    Jan 2020
    Posts
    6
    Quote Originally Posted by shri
    Glad you found it useful.

    I am trying to figure out how to handle fixed deposits and cash in savings accounts. Not a big deal, but would be nice to eventually have something that would trigger an email if the cash exceeds a certain limit, to rebalance / reinvest that.
    Sounds like a good problem to have! Excess cash and needing an alert to tell you to invest!

    I think that's probably why you won't find too many portfolio trackers with that type of function as not many people have that issue!!

  6. #16

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    Dec 2002
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    Quote Originally Posted by Giggsy
    Sounds like a good problem to have! Excess cash and needing an alert to tell you to invest!

    I think that's probably why you won't find too many portfolio trackers with that type of function as not many people have that issue!!
    Matter of discipline. If you want to rebalance and reinvest your dividends.

    Will post some more about this later. It has to do with buying a min number of stocks - hk board lots etc.
    Last edited by shri; 15-02-2020 at 08:18 AM.

  7. #17

    Join Date
    Feb 2019
    Posts
    41

    this is excellent - thanks for sharing @shri.

    shri likes this.

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