Friday, January 21, 2011

Watchlist-cum-Portfolio Template

This is a watchlist-cum-portfolio template I created and modified from the web. It sources the stock codes from yahoo finance.
I have kept buy levels for stocks on the watchlist as BUY UNDER. The Buying Heatmap changes colours based on the current price of the scrip relative to the BUY UNDER price. Red means the CMP is farther away from the buy under price and green means its closer to the buy under price. Once the CMP falls below the buy under price, the scrip name cell changes to black background with green text.
The refresh button runs the macro query to get the latest prices from finance.yahoo.com

Disclaimer - I got the barebones template from the web and modified it to suit me and I think others should have access to it, so its here. Also, the stock names are arbitrary, so if the SEBI/ IT dept of India are watching this, these are not the stocks I hold :D
Any questions/ clarifications, please email me. This template is filed under the "Attribution-NonCommercial-ShareAlike 3.0 Unported (CC BY-NC-SA 3.0)" Creative Commons License. Please ensure if you share/ reuse or modify this template, the CC license remains in the Excel sheet.

You can get the file here.