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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?


To: Gary Korn who wrote (27867)12/14/1997 10:35:00 AM
From: Harry Ehrlich  Respond to of 61433
 
Help; need spreadsheet

First, glad to see ASND moving up.

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



To: Gary Korn who wrote (27867)12/14/1997 12:18:00 PM
From: satish kamat  Respond to of 61433
 
Gary: will send you an e-mail later today.



To: Gary Korn who wrote (27867)12/14/1997 8:18:00 PM
From: satish kamat  Respond to of 61433
 
Gary: I have been thinking how to report these indicators. The issue is these indicators should be studied as a graph rather than values ot tables. I am not sure if we could attach graphs here. Furthermore, there may be copyright issues. It would be interesting to know other TA guys on this thread can suggest some ideas. Sent you the mail few minutes ago.
Satish