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I want a spreadsheet to record stock, option and dividends, (and perhaps anciliary trading corporate actions/spinoffs).
I can not imagine it is too expensive a project but is a little beyond me !! I assume below $250.
I will attach my most recent effort. i am looking for enhancements / improvements. It seems unusually large to me at 15 Meg?
My formatting is a bit dodgy.
I would like it scaleable to > 100 securities.
perhaps some dropdown lists for option positions... assigned / expired / covered / exercised.
Also, some stocks are USA and some UK and some AUD. The summary needs to be able to recognise that easily ?
Can it be linked to an external source for delayed prices to perhaps update stock prices at least? And if possible option prices (delayed) or a simple in the money calculation?
And a summary page of short calls, short puts, long call, long puts ??
Any thoughts or improvements / ideas appreciated. My spreadsheet is a starting point maybe ?
this is my first go at freelancer.