Trading Spreadsheet - repost

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.



Skills: BPO, Copy Typing, Data Entry, Excel, Powerpoint

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( 0 reviews ) India

Project ID: #5178805

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