Hi RCA420 AIM portfolio tracking/management template on excel There's this template on the archived aim users web site I believe that version can allow cash to go negative, so something to watch out for. http://web.archive.org/web/20120623150522id_/http://www.aim-users.com/aimware.htm For portfolio recording I use something like this Excel www.jfholdings.pwp.blueyonder.co.uk/PortfolioTracker.zip PortfolioTracker.zip In the past I've learnt the hard way that paper and pencil is the more robust choice (computer died and my backups didn't restore as intended). Regards. Clive.