AA Excel Spreadsheets

Hello Guys,

My friend, Bryan Dawi formulated an Excel that can help us monitor our trades. I would like to introduce:






AA Excel Spreadsheet

by: Bryan Dawi

to download.
 

Using Excel To Track Your Stock Portfolio – Getting Some Data

Before we can do anything with Excel, we need to get some numbers! The information you use in excel is called “Data”. Some of it we will need to write down, some can be copied and pasted.

I.




First, Login on your COL Financial Account. Go to Portfolio Section > Historical

II.




Select All and Copy

III.





Open Invoice Data Excel sheet. download it on https://www.facebook.com/groups/AAESpreadsheets/files/

IV.





Then generate.

V.







Copy the trade data and paste it in Trading Journal. downloaded it on https://www.facebook.com/groups/AAESpreadsheets/files/

VI.





Now, you can check the tabulation of your account. :)

AA EXCEL SPREADSHEETS DOWNLOAD & TUTORIALS

1 - AAES - Stock Price Update
https://www.facebook.com/AAESpreadsheets/photos/a.268176536891135.1073741830.2670111036...74345/345260789182709/?type=3
- An excel spreadsheet that updates real-time market price.
Features: Add watch list/ Top Gainers/ Top Losers/Most Active

2 - AAES - Risk Management calculator (Position sizing)
https://www.facebook.com/AAESpreadsheets/posts/362903984085056?pnref=story
Calculate position size base on your risk plan.

3 - COL Ledger Data Spreadsheet: (COL financial users)
https://www.facebook.com/AAESpreadsheets/posts/279522985756490
Convert COL Financial Ledger data to Excel table.
Can retrieved Buy/Sell transactions, Account Deposit/withdrawal & Cash dividends (Limited to One year transaction from month last year up to the current month)

4 - COL Invoice Data Spreadsheet: (COL financial users)
https://web.facebook.com/AAESpreadsheets/posts/309178286124293
Convert COL Financial  historical Invoice data to Excel table.
Can retrieved: Buy/Sell transactions.(From first BUY transaction up to the current month depends on number of trades.)

5 - AAES-PSE Trading Journal free version (Any Online broker)
https://www.facebook.com/AAESpreadsheets/videos/275755779466544/
Generate reports from your Trade log data. (Stock position & All Sold Stock position summary, Trade Statistics, Monthly Accounting report)

OTHER POST:

Trade Plan sheet tutorial
https://www.facebook.com/AAESpreadsheets/videos/316935672015221/
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Spreadsheet download: (Please join the group to access group files)
https://www.facebook.com/groups/1568443766798789/files/

For spreadsheet updates and tutorials like our page:
https://www.facebook.com/AAESpreadsheets/

To have a copy of full version, Please contact me on my blog and or the creator of the formulation sheet, Mr.Bryan Dawi.

Thank you and enjoy!