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Re: [sharechat] Portfolio Valuation <Assistance required>


From: Sam and Jerry <g.tylersmith@ext.canterbury.ac.nz>
Date: Sat, 28 Jul 2001 04:37:27 -0800


ASB Securitites internet clients have access to their own personalized NZ portfolio and Australian portfolio which can be acessed on line with a password.   It's simple: the original cost of the shares, and a constant update of their market value, with percentage increase or decrease in red or green. It does not take into account dividends paid throughout the year, nor capital gains from shares sold, but it's a great way to keep track of winners and losers.

Marilyn Munroe wrote:

I need to be able to periodically value my portfolio, typically at the end of every week.

Currently I invest in a 'seat of my pants' fashion and tend to let the culling of dogs from my portfolio drift beyond what is prudent. If I could track the changes in portfolio values, in a spreadsheet for example, I would be more aware of those shares which are loosing.

Can any sharechaters recommend an application for this purpose, or share their tips and tricks?

Boop-boop-de-do Marilyn

PS. Phil's (AcePay) post on whether the share market is a gamble echo's my thinking. For your next trick how about coming up with an solution for establishing sick pay entitlements for seasonal workers which is legal, fair, and easily understood.

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