Good afternoon to whoever is reading this
I was asked in a PM if I would mind giving them a blank version of my portfolio manager spreadsheet. I gave them a cut down edited version excluding any personal information and calculations.
So I thought I may as well upload the demo spreadsheet in here as well just in case it might be of use to someone as a template or starting point to build and customise their own portfolio manager spreadsheet.
So for anyone interested feel free to download it, play with it, hack/butcher it to suit your own needs. I am using Excel 97.
The 'charts' sheet is automatically updated whenever you enter or update data in the 'shares' sheet.
The values of the respective holdings are after brokerage as per the 'brokerage_interest_rates' sheet which contains the Commsec current brokerage and CDIA interest rates.
If anyone has any problems with it or would like to discuss it further just ask away in here.