Well I spent the whole day messing around with ETrade trying to get it the way I like it.
I’m still using OXPS for my main account but I’m working on a project that’s using ETrade and I liked the way you could configure it. This "should" save me a ton of time from now on but let me know if the new format bothers you too much.
The biggest downside is that I have to book spreads as two different transactions, which I don’t like from a cash management perspective but that’s about the only thing I really don’t like about it.
On the very bright side, we can now track positions sizes without killing me and I can now include symbols, current stock price, and daily price changes. I’m not promising I will do it daily but down the road it’s a step!
The other system was burying me as I had way to much entering and formatting but if everyone can get comfortable with this way of virtual portfolio tracking, we’re on the way to a more robust tracking system.
As I want to get much more into talking about postion management, I think it will be good to start talking about the size of positions and how we move in and out of them. Hopefully this will work well for all and believe me, I can spend a lot more time picking stocks now, rather than tallying results!
– Phil
LOL – I spoke to soon. For some reason the spreadsheet came out to be 50Mb – not terribly useful…
We’re going to work on it and hopefully have it up tomorrow but if anyone knows a stupid excel trick to figure out whats eating up all the space – please make a comment here. All I did was have Etrade create an export spreadsheet which I then cut and pasted into my regular stuff… Then I reformatted it but it looks normal to me.
[UPDATE] The newly formatted spreadsheet is available on our Virtual Portfolio page. As usual, it is viewable right in your browser but you can also download for offline viewing and sorting. -Jared
