Share Price & Dividend Portfolio Spreadsheet
Automatic Retrieval & Update of Share Prices & Dividends Paid
Share Trade Tracker ...record, track and analyse your share portfolio
Share Trade Tracker is a portfolio spreadsheet designed with leading traders to provide a simple way for individuals to record and track their own trading data. Its a quick, easy way to to record buy, sell, short trades and dividends from any exchange in the world, across multiple portfolios.
The result is Share Trade Tracker. which gives you the right mix of trading functions, in an easy to use environment, automated to save time, and includes clever tools for better analysis. Managing your share portfolio has never been easier.
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Dividends now include Franking Credits and Franked %
For our Australian customers we have now provided the most repeated feature improvement Franked % and Franking Credits to the Dividends worksheet. This data is automatically returned by the Get Dividend details routine and can be entered via the Dividends form.
This video gives an overview of the new Dividend fields included due to customer requests.
Read what some of our Share Trade Tracker customers say
"Share Trade Tracker" Overview
Included to workbook are worksheets to store each buy and sell trade. open positions are held on a separate worksheet giving you a quick reference to the trades still in the market. Short Trades are included to a separate worksheet and displays both open and covered positions. An automated dividend search and store feature enables you to keep track of the expect dividend income for your portfolio. The animated image below steps through each of these key components of Share Trade Tracker.
To record a buy trade, simply click on the "Buy" button and enter the details. Click "Add Trade" and the buy is added to the workbook, open positions and dashboard.
To record a sold trade, click on the 'Sell' button, select the share that is being sold and enter the required details. Click 'Add Trade' and the sell is included to the workbook, removed from the open positions and updated to the dashboard.
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Some of the benefits using Share Trade Tracker
In the development of share trade tracker our focus was to provide a method of managing your trading portfolio, with the right mix of the trading functions, in an easy to use environment, with maximized automation to save time, and lastly to include great analysis tools to monitor your trading performance.