Comments on: Tracking Portfolio Performance vs SP500 in Excel

By: Steven

Steven — Wed, 12 May 2010 05:52:29 +0000

Hi J2R,

I like the way you track your stock. How did you do it? Could you teach me to create one? Thanks.

By: KK

KK — Fri, 14 Aug 2009 09:16:22 +0000

Hi JR2,

Thanks for the tip!
Do you mind if i get a copy of your portfolio tracking excel sheet?

I’m not very good at creating it.
Downloading and using is easier. By far, this seems to be the best fitting excel sheet that meets my tracking needs.

Cheers,
KK
SIngapore

By: Eric

Eric — Tue, 15 Jul 2008 21:18:31 +0000

I’m an Excel dork with a PF mind… and I’m in love with this post…

i just wish the msn formula provided for a date specification as an input; if the default was today() it’d provide the same functionality but would allow the time-plotting of the portfolio with a lot of ease…

By: Mat

Mat — Mon, 05 May 2008 18:38:30 +0000

This looks great! thank you for the info I have been wanting to do this for awhile. Just never knew how to get started. Thanks.

By: Barbara Swafford

Barbara Swafford — Mon, 05 May 2008 17:08:45 +0000

Hi J2R

Such a comprehensive post, with detailed information.

Thanks for sharing your great find.