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Re: [sharechat] Portfolio Valuation <Assistance required>


From: jerrold poh <pohj@ihug.co.nz>
Date: Sat, 28 Jul 2001 10:12:49 +1200


Try stockwatch (www.stockwatch.co.nz) aswell.  It takes into account
dividends, brokerage, and judging by the options available, buying and
selling dates, recalculating how much you earn annually.  Not to sure on
the last part but it's worth having a look at.  Much better than what it
was before


Jerrold.


On Sat, Jul 28, 2001 at 04:37:27AM -0800, Sam and Jerry wrote:
> 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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