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Re: [sharechat] Portfolio Valuation <Assistance required>

From: "Malcolm Cameron" <>
Date: Sat, 28 Jul 2001 16:54:42 +1000

this is very interesting I have something similar set up using excel as a 
base.I would be very interested in looking at yours to compare, and may i 
suggest it be marketed to sharechat members by sharechat or yourself if that 
is possible. If the cost is reasonable it would be a lot simpler than trying 
to enter the formulas
Malcolm Cameron

>From: "G Stolwyk" <>
>To: "" <>
>Subject: Re: [sharechat] Portfolio Valuation <Assistance required>
>Date: Sat, 28 Jul 2001 16:44:15 +1200
>Marilyn and others,
>I use a spreadsheet in conjunction with a floppy disc and Off-line entry of 
>data. This increases security!
>It is relatively simple to construct and any currency can be used. All data 
>and results are on one sheet.
>1. It has: Code and quantity of shares in each stock ( I have grouped these 
>by currencies ), date of financial year's end, price and capitalisation of 
>each stock in the relevant currency followed by its NZ$ equivalent. These 
>capitalisations (NZ$) are then sub totalled in NZ$.
>Furthermore: Announcement dates ( inter, final ), date of Annual Meeting, 
>Dates of Dividend payments ( Int. and final ), Dates of Interim and Final 
>Reports received.
>Also, a "Y" when companies email me the latest news. All this on the same 
>line as the name and particulars of each company.
>2. At the End of this table: Date, the total value of Stocks ( $ NZ ), cash 
>held at Bank- and in cash management accounts, an item, called "Specials" 
>in NZ$, and the GRAND TOTAL (NZ$) of all Sub Totals. There is space for 
>other entries as well.
>The whole system is easily edited and any manipulation automatically 
>changes all results in currencies and in NZ $.
>3. Summary: If there is interest, then I may post a prescription as to how 
>to construct it, as well as  Sample Copies of the Formatting and 
>corresponding Results.
>It will then form part of the " Learning to invest " series.

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