Personal investment portfolio template

[Darrell]

Looking for a simple 'personal investment portfolio template', where one can
list their mutual funds and stocks, with columns across for number of shares,
shre value, total value. Seems simple, but I don't know Excel so cannot do
one myself.
Any templates online do not have this simple version, but rather complex
business ones.
Any help/direction most appreciated!

 

[Dave]

I have created a excel spreadsheet to track my 401k. It's pretty simple in
that it has a listing for funds (for tracking daily), and it tells you your
profit or loss for the week. It might do the trick. What's your email?

 

[Kaliope]

Sounds like a useful template. I think other folks would like it, including
me. Would you be interested in posting it online? You can just publish
it as a community template. Here's the starting point:
https://services.office.microsoft.com/en-us/templates/start.aspx

 

[Darrell]

[email protected] is my email...thanks Dave, appreciated!

 

[Darrell]

I didn't see it there, but I;ve asked Dave to send it to me....
If you don't see him upload to to the community site, email me back, and, if
I have it, I'll send it along....

 

[Kaliope]

I just looked - no luck. Did you receive it? Would you mind posting it to the
community website?

 

[Darrell]

I tried uploading the sample spreadsheet just now, to
https://services.office.microsoft.com/en-us/templates/start.aspx as you
suggested earlier, but I got the following error message:
"It appears that this is not a supported file type. Please select a 2007
version of a Microsoft Office Word, Excel, PowerPoint, Access, or Publisher
document."
I run Office 2003...
If you'd like to email me at [email protected], I'll send it to you
that way, OK?

Darrell.