Re: Portfolio Tracking in Excel

[Timothy Morge <tmorge@xxxxxxxxxxxxxxx>]

Mark:

I am using the Margin Account Calculator...Very nice. It
should take care of all of your futures needs, it isn't
expensive, the support is great.

Here's a link:

http://www.users.globalnet.co.uk/~ibrant/index.htm

I'm just a satisfied customer.

Best,

Tim Morge



"Mark J. Cerar" wrote:
> 
> Is there anyone out there who uses Excel97 for tracking their portfolios?
> Is there anyone who has designed custom templates for this purpose?  I need
> something that handles futures and that can match individual transactions
> according to LIFO or FIFO.  I have designed a spreadsheet myself for this
> purpose but it is mainly for tax reporting.  How to record individual
> transactions and match them according to LIFO or FIFO has me stumped.
> 
> Best regards,
> 
> Mark.