nob question: best spreadsheet setup
Hi,
I am trying to figure out the best way to set up a excel sheet to track my portfolio, individual positions in it, and metrics. This seems like reinventing the wheel but I have had no luck finding an online service or even a ready made excel template to buy. It seems more likely to me I simply am looking in the wrong places, but no luck yet.
I am looking for things like this, (and assuming manual entry on most of the EPS numbers as I hold not just big board stocks, but things on the CGS board..)
Portfolio: live ticker updates via yahoo or other, overall annualized returns, benchmarks comparison, ability to add 401k funds manually, percent of total portfolio per position, churn rates, my expenses ratios, a page breakout for each position with entry of eps, float, revenue, margins, forward earnings estimates, etc, I plug in to establish target pps based on my DD research.
fyi: goggle, yahoo, smartmoney, financial times, stockalicious, etc are not what I am talking about. The closest thing I have found is: oldschoolvalue.com, but it will not run on a mac, have no idea why, and is based on only having to drop in a ticker, which is a bit too 'auto' for me.
I figure if I am going to be doing this for the next 30 years I might as well get the tools to track and evaluate, but I have a hard time believing I would need to build them from scratch.
Does anyone have a model to use, or even a place to buy something 'off the rack' and go from there? I am looking to use Excel or Numbers on a Mac, but even something to copy to build myself would be a start!
I know this is basic, I ask only after weeks of my own DD, thanks for your thoughts, hope this was the right place to ask.
kurt
