Excel Guru?

Re: I have a better Idea!!!

Phoenix said:

You people design the software and being a computer science student i will write it in .net and give you, all here who have shown interest and contributed, free licenses to it. I already have made a few libraries to read Metastock Data and ASCII data etc.....so with all your help i can make something very professional and best of all it will be basically built by the users for the users. If your all intrested, I'm ready to begin and start programming.

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Hello,
Are you still working on making this available?
Thanks,
Peter

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

Re: Excel Guru ?

TjamesX, That would be good,thanks.I am hopeless with excel.
Cheers,
Peter

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.

Re: Excel Guru ?

Thank you very much, I shall check it out.
Cheers,
Peter

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).

Re: Excel Guru ?

Phoenix said:

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.

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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 ?

Mate I will try it out, because if I can use it , it must be simple!!
Thanks,
Peter

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.

Re: Excel Guru ?

Phoenix said:

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.

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Yes I'll Beta test it! thanks mate I will see if I can blow it up, which should be no problems for me.
Cheers,
Peter