Comments on: Tracking mutual fund / Stock portfolios using excel - howto

By: Ajay Kr Dhamija

Ajay Kr Dhamija — Mon, 25 Aug 2008 17:18:20 +0000

Please tell my how to get historical NAV of more than 90 days from amfiindia.com. On their site they have data only for 90 days. We have to repeat the procedure for so many times

Thanks

By: shareinfoline.com

shareinfoline.com — Fri, 25 Jul 2008 11:26:10 +0000

Dear Visitors,
This blog is really nice and informative. We are pleased to know this blog is really helping people. Its our pleasure to post informative content on this useful blog created by webmaster.

http://www.shareinfoline.com provides you with the best Indian stock market tips..that too for very less amount and with maximum sureity …There tips are really doing wonders in the world..At this point of time they are the most trustworthy players …

Do mind my words and just check http://www.shareinfoline.com

By: Rajaguru

Rajaguru — Wed, 16 Jul 2008 04:56:53 +0000

Wow..wonderful effort and the quality of content is really informative and useful..

By: Tracking mutual fund / Stock portfolios using excel - howto - Learn Excel

Tracking mutual fund / Stock portfolios using excel - howto - Learn Excel — Tue, 08 Jul 2008 07:49:47 +0000

[...] Original post by Chandoo [...]

By: Paste like a Pro - 17 excel pasting tricks you should know | Pointy Haired Dilbert - Chandoo.org

Wed, 02 Jul 2008 21:31:16 +0000

[...] If you want to import live data from web to your worksheets, you can use Excel web queries. This is a powerful tool using which you can create worksheets that can fetch data from web (or network resources) and display in your worksheet for you to process them. You can findout more about these by learning to create a mutual fund portfolio tracker sheet. [...]

By: Trade like a Geek - One click stock quotes in excel - learn how to | Pointy Haired Dilbert - Chandoo.org

Tue, 24 Jun 2008 19:37:35 +0000

[...] read: Create stock / mutual fund portfolio tracker in excel using web lookup queries Tags: america, Analytics, business, excel, how to, microsoft, personal finance, portfolio tracker, [...]

By: captsri

captsri — Fri, 06 Jun 2008 11:38:54 +0000

HI
Try this on the address link:
http://finance.yahoo.com/d/quotes.csv?s=BBDB.TO+NT.TO+GE+MSFT&f=snl1d1t1ohgdr

you wl get the below in excel sheet or directly on the webpage. now u can use this raw data to make yr excel sheet.

BBD-B.TO BOMBARDIER INC CL 8.84 06/05/2008 4:10pm 8.97 8.97 8.66 0 N/A
NT.TO NORTEL NETWORKS C 8.21 06/05/2008 4:10pm 8.3 8.39 8.12 0 N/A
GE GEN ELECTRIC CO 31.06 06/05/2008 4:00pm N/A N/A N/A 1.18 14.35
MSFT MICROSOFT CP 28.3 06/05/2008 4:00pm N/A N/A N/A 0.43 16.44

what each codes stands for is as follows(- how is that for a easy way to get info. remember the name is yahoo finance has to be used
CHeers.)

a Ask
a2 Average Daily Volume
a5 Ask Size
b Bid
b2 Ask (Real-time)
b3 Bid (Real-time)
b4 Book Value
b6 Bid Size
c Change & Percent Change
c1 Change c3 Commission c6 Change (Real-time)
c8 After Hours Change (Real-time)
d Dividend/Share d1 Last Trade Date
d2 Trade Date
e Earnings/Share e1 Error Indication (returned for symbol changed / invalid)
e7 EPS Estimate Current Year
e8 EPS Estimate Next Year e9 EPS Estimate Next Quarter
f6 Float Shares g Day’s Low h Day’s High
j 52-week Low k 52-week High g1 Holdings Gain Percent
g3 Annualized Gain g4 Holdings Gain g5 Holdings Gain Percent (Real-time)
g6 Holdings Gain (Real-time) i More Info i5 Order Book (Real-time)
j1 Market Capitalization j3 Market Cap (Real-time) j4 EBITDA
j5 Change From 52-week Low j6 Percent Change From 52-week Low k1 Last Trade (Real-time) With Time
k2 Change Percent (Real-time) k3 Last Trade Size k4 Change From 52-week High
k5 Percebt Change From 52-week High l Last Trade (With Time) l1 Last Trade (Price Only)
l2 High Limit l3 Low Limit m Day’s Range
m2 Day’s Range (Real-time) m3 50-day Moving Average m4 200-day Moving Average
m5 Change From 200-day Moving Average m6 Percent Change From 200-day Moving Average m7 Change From 50-day Moving Average
m8 Percent Change From 50-day Moving Average n Name n4 Notes
o Open p Previous Close p1 Price Paid
p2 Change in Percent p5 Price/Sales p6 Price/Book
q Ex-Dividend Date r P/E Ratio r1 Dividend Pay Date
r2 P/E Ratio (Real-time) r5 PEG Ratio r6 Price/EPS Estimate Current Year
r7 Price/EPS Estimate Next Year s Symbol s1 Shares Owned
s7 Short Ratio t1 Last Trade Time t6 Trade Links
t7 Ticker Trend t8 1 yr Target Price v Volume
v1 Holdings Value v7 Holdings Value (Real-time) w 52-week Range
w1 Day’s Value Change w4 Day’s Value Change (Real-time) x Stock Exchange
y Dividend Yield

By: aditya

aditya — Fri, 06 Jun 2008 06:19:49 +0000

Hi, an excellent tool for many investors….
Is there any way I can fetch data for a specific date … say on 5th June, I need data for the 30th may or something??

By: sankari

sankari — Mon, 02 Jun 2008 04:22:04 +0000

thanks for your quick response. will update u once i ‘ve uploaded all my funds

By: Chandoo

Chandoo — Fri, 30 May 2008 15:01:01 +0000

@Sankari … welcome to PHD, thanks for visiting us…
hmm, interesting, I have checked the sheet once again, thanks for pointing this out, there was an error in the formulas pasted after row 5013, I have uploaded the sheet once again. Download it and try, you shouldnt see this problem. Let me know if this persists…

@Mahadi … Thanks for visiting phd. … what do you mean by “I want portfolio tracker on my site”, if you are planning to include it on your site as a downloadable, go ahead and do that, just leave a link to my site and this post. btw, you can contact me on chandoo dot d at gmail dot com, or leave another comment and I will email you…