Need advice with stock tracking/calculations.

  • Thread starter Thread starter qaqa
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qaqa

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Can someone tell me if Excel can handle stock tracking/calculations.

Ex. I have some stocks in/out of the market for the last few years.

I want to input the following:
1) date bought
2) date sold
3) Profit or Loss in $ amount
4) Maybee stock name or some other needed criteria.

I want to be able to query/sort by lets say
1) How many positions I had in the market between or on a certain date/s.
2) What's the profit/loss amount I had in certain date/s.
3) What's the highest/lowest amount of positions held in the market at one time.

Can this be done in Access or even SQL? What's the best way to approach this or is there a similar table I can find somewhere?

Thanks.
 
Excel can do the first part, access and sql can both (together) do the second part along with some vb coding. Do you have any experience with database set up and programming? If this is your first db, I strongly urge you to get a really good book (perhaps more than one) and learn how to set up a very basic db first before you try to write these queries and set up the math for these transactions. Check out this forum for lots of really great tips on setting up the various functions you'll need in this db.

P.S.: excel can do most of what you need, you just need to learn to set up the functions and then to use filters appropriately.
 

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