Valid? column checks for whether the required information is entered.įor Buy, Sell and Dividend Reinvestment transactions, Ticker symbol and Units field are required.įor Cash Deposit, Cash Withdrawal, Dividend Payout and Fees, Units are not required. Type in the number of Units and Price of the Stock for the transaction.
#PORTFOLIO BAR GRAPH FULL#
Sample Stock Transactions (click to view in full size) Dividend Reinvestment: when Dividend is issued that increases stock quantity of the stock that issued Dividend.Dividend Payout: When Dividend is issued that increases money in your Cash Balance.Fees: When any fees are applied which reduces money from your Cash balance.Cash Withdrawal: When you are taking Cash from the Stock Management platform to an external account (like your personal checking or savings account in bank).Cash Deposit: When adding Cash from external accounts (like your personal checking or savings account in bank) into your stock management platform which would then be available to buy stocks.Sell: When selling a stock – – this will increase the Cash balance and decrease the stock quantity and thus your portfolio’s Market Value.Buy: When buying a stock – this will reduce the Cash balance and increase the stock quantity and thus your portfolio’s Market Value.Transaction Types in Stock Portfolio Tracker
There are 7 possible transaction types supported in the template. You can select the stock you are interested in. If Excel does not recognize your stock symbol, it will pop up this data selector box. In the above screenshot, we have entered several transactions.Įnter Transaction date and Ticker symbol of the stock you traded. Then we can enter each transaction in the table. Entering Stock transactions in Excel (click to view in full size) In the transactions sheet, we begin by entering the Starting cash balance at the top. Portfolio Dashboard – which is fully automated and displays the Portfolio dashboard.Transactions – where you enter all the stock transactions.
#PORTFOLIO BAR GRAPH HOW TO#
How to track your Stock Portfolio in Excel
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