Really - I had MYOB a long time ago and that was an absolute pain, so I use Excel, have a folder for each year, spreadsheets named Opening Stock
and
Trading with all my shares, columns, stock on hand; bought; sold, easy formula for profit/loss and contract note, formula that totals all trades and profit/loss at the bottom.
End of the year what is left over is closing stock that becomes also opening stock in next year's folder as well as the beginning of trading
Open a folder for each year and save the spreadsheets so you have Opening Stock, trading and end of the year Closing stock. other excel sheet my cost and invoices and income dividend, all handed over to my accountant first week July and lodged,.
I then have a folder TAX and move all the lodged folders in there as I only want to see the current worksheets.
I have my total shares cost trades and profit/loss at my finger tips always, not difficult, the key is KISS for me, Keep it Simple and it works well
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)