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Strategies & Market Trends : Lizard King's Trading Swamp -- Ignore unavailable to you. Want to Upgrade?

To: Instock who wrote (3377)	12/13/1997 7:15:00 PM
From: Harry Ehrlich	Read Replies (1) \| Respond to of 7396

Help; need spreadsheet Does anyone have a spreadsheet for tracking a trader's portfolio. I am working on one, but it is very frustrating. The one I used last year is okay, but not good enough. It sounds easy, but I need something that will benchmark my starting equity on January 1 and track my growth to the year end. This means coming up with a starting point for cash and open positions. Easy enough for my IRA account, which has no margin and can't go short. But my regular brokerage account has short positions to carry over. Do you carry the short sale as cash and the present value as a liability? Or do you keep the short account as a separate account from the long, and tie the two to a cash account? I have a Quicken type program that tracks the portfolio, but have always kept a spreadsheet as a double check. If anyone has a format, I would appreciate it. An excel template would be great. Thanks, Harry