I'm trying to figure out an efficient way to manage my portfolio so I can keep track of the asset values and performance for a long period of time.
I buy and hold stocks for several months (possibly years, will see how I go). I've been keeping track of my portfolio in excel however I've realised that it will be very inefficient to maintain if I start having more shares (i.e. 40+) because I'll be scrolling across several columns and then some of the earlier stocks might have already been sold.
I also want to create a worksheet for each stock to keep track of its dividends, income stream but again if I have too many stocks, it will clog up the spreadsheet.
I've attached a sample of what I've been doing and would like to know what solutions might be out there. I've been thinking if using Microsoft Access would help but I'm not familiar with it.