anyone use a share portfolio spreadsheet?, page-4

  1. 6,620 Posts.
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    Here's something that I've got going at the moment. It's just a manually typed up spreadsheet in Excel. Basically I record the trades for the financial year so that if I make a gain I know what to be taxed. It's also handy to keep a record of how I've been performing i.e. overall profit/loss.

    It does the trick for me.


 
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