|
Stock Position Monitor is an Excel add-in that will monitor
your stock positions.
- Keeps your sell criteria private and not exposed to
the market
- Notifies you by email or text message if a stock
meets your buy or sell criteria
- Fully form driven, no Excel formulas to enter
- Maintains Gain/Loss and IRR% for each position
- Maintains dividends and reinvestment for accurate
gain/loss calculations
- Option to adjust recommended, stop and target prices
based upon dividends
- Identifies each position by Investment Service for
tracking performance by service
- Identifies each position by Asset Class for Asset
Allocation monitoring
- Maintains entry criteria, exit criteria, activity log
and general notes for each position
- Allows you to paper-trade recommendations and view
performance
- Maintains closed positions for realized gain/loss
reporting
- Retrieves real-time quotes with YAHOO real-time
subscription
- Retrieves current prices for Gold Coins from PCGS.com
- Maintains cash balances for multiple brokerage accounts
- Uses XLQ from QMatix.com to retrieve current and historical
quotes
|