Excel Guru?
- Thread starter The Barbarian Investor
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Re: Excel Guru ?
Pete,
The spreadsheet that is posted in this thread (sharesVBA.xls) will not currently work properly - as yahoo have changed the format of their website (so it can't update prices properly). I have modified the one that I use so there isnt automatic price updating - I have been using it for a long time without problems, I may eventually get around to fixing it so that automatic price updates work again but not in the near future.
I can post the one I currently use if you want.
TJ
Pete,
The spreadsheet that is posted in this thread (sharesVBA.xls) will not currently work properly - as yahoo have changed the format of their website (so it can't update prices properly). I have modified the one that I use so there isnt automatic price updating - I have been using it for a long time without problems, I may eventually get around to fixing it so that automatic price updates work again but not in the near future.
I can post the one I currently use if you want.
TJ
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Re: Excel Guru ?
Here is a simple spreadsheet i have put together. Let me know if you want me to try and add something or need help on how it works.
Here is a simple spreadsheet i have put together. Let me know if you want me to try and add something or need help on how it works.
Re: Excel Guru ?
My offer for developing the Portfolio manager is still open but people haven't really been putting forward any ideas. I can make a simple portfolio manger which tracks buy, sell, dividends, dividend reinvestments but that would make the program the same as all others out there and why reinvent the wheel. What i was really thinking was that you were going to give me ideas and explanations on handling merges short selling and so forth.
Counting the number of days a stock has been held and then calculate necessary Tax on that according to a formula template which can be adjusted for different countries and so forth. These are the sort of ideas i need.
But currently I'm working on a pattern scanning program as there aren't many available and the ones that are out there are so bad that i can't even believe people pay for them let alone pay $400. Anyway here is a very early screen shot if your interested in it. A Beta will be out in two weeks or so. If you want to Beta test, sign up now because i'm only going to give 3 licenses away (but be prepared to give alot of feedback and bug reports).
My offer for developing the Portfolio manager is still open but people haven't really been putting forward any ideas. I can make a simple portfolio manger which tracks buy, sell, dividends, dividend reinvestments but that would make the program the same as all others out there and why reinvent the wheel. What i was really thinking was that you were going to give me ideas and explanations on handling merges short selling and so forth.
Counting the number of days a stock has been held and then calculate necessary Tax on that according to a formula template which can be adjusted for different countries and so forth. These are the sort of ideas i need.
But currently I'm working on a pattern scanning program as there aren't many available and the ones that are out there are so bad that i can't even believe people pay for them let alone pay $400. Anyway here is a very early screen shot if your interested in it. A Beta will be out in two weeks or so. If you want to Beta test, sign up now because i'm only going to give 3 licenses away (but be prepared to give alot of feedback and bug reports).
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RichKid
PlanYourTrade > TradeYourPlan
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Re: Excel Guru ?
Hi Phoenix,
The key is making things simpler and easier to use, even if it duplicates what current software does, one thing you could do is look at Lally's book 'Mastering Risk' and see if you can incorporate some of his spreadsheets for trade management (eg pyramiding) and position sizing so that it's all in one for ease of use. If you can include essential trade stats like in TradeSim (eg max time in trade, number of losing trades, average loss etc to be abe to calculate expectancy and risk that'll be great, I've mentioned these things before in these excel/portfolio software threads, see threads in relaton to Van Tharp as well). If data can be filed by financial year and/or calendar year that'll help too.
We don't need too much functionality or it may get complicated. Sorry I can't be more helpful at present, still figuring out what I need myself but my focus is on money/risk mgmt stats and simple, efficient record keeping for tax.
Thanks again for the offer, if you can pull something together that really works for the demanding folk here I reckon you can sell it too if you need to. A clear, clean interface will help as well, see what you can do.
Phoenix said:
Hi Phoenix,
The key is making things simpler and easier to use, even if it duplicates what current software does, one thing you could do is look at Lally's book 'Mastering Risk' and see if you can incorporate some of his spreadsheets for trade management (eg pyramiding) and position sizing so that it's all in one for ease of use. If you can include essential trade stats like in TradeSim (eg max time in trade, number of losing trades, average loss etc to be abe to calculate expectancy and risk that'll be great, I've mentioned these things before in these excel/portfolio software threads, see threads in relaton to Van Tharp as well). If data can be filed by financial year and/or calendar year that'll help too.
We don't need too much functionality or it may get complicated. Sorry I can't be more helpful at present, still figuring out what I need myself but my focus is on money/risk mgmt stats and simple, efficient record keeping for tax.
Thanks again for the offer, if you can pull something together that really works for the demanding folk here I reckon you can sell it too if you need to. A clear, clean interface will help as well, see what you can do.
Re: Excel Guru ?
Pete i gather you are interested in beta testing my pattern scanner program? If you are then welcome aboard, soon as it is finished you will get the first copy before its released! My website should be up soon so for others who are interested and want to get a demo it should be up so stay tuned.
Pete i gather you are interested in beta testing my pattern scanner program? If you are then welcome aboard, soon as it is finished you will get the first copy before its released! My website should be up soon so for others who are interested and want to get a demo it should be up so stay tuned.
