Personal Investment Log (Online)

8/14/2019 Personal Investment Log (Online)

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's Investment Log

Purchase Date Investment Description Investment Type Number of Shares

1) 5/5/2009 ABC Stocks Stocks 1,000

2) 5/7/2009 A Bonds Bonds 500

3)

4)

5)

6)

7)

8)

9)

10)

11)

12)

13)

14)

15)


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1/18/2010

Cost per Share Purchase Cost Current Value Gain / Loss RC RC1

1.00 1,000.00 1,200.00 200.00 1 1

0.50 250.00 200.00 -50.00 1 1

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0

0 0


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's Portfolio Analysis

Total Number of Shares: 1,500 Gain/Loss p

Stocks

Total Purchase Cost: 1,250.00 Bonds

Total Current Value: 1,400.00 Mutual Funds

Total Gain / Loss: 150.00 Minority Interests

Other

Purchase Cost per Share: 0.8333 0

Current Value per Share: 0.9333 0

Gain / Loss per Share: 0.1000 0

0

0

Current Value by Investment Types

Stocks

Bonds

Mutual FundsMinority Interests

Other

200 400 600 800 1000 1200 1400

Stocks

Bonds

Mutual FundsMinority Interests

Other

-1


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r Share by Investment Types

0.2000

-0.1000

N/A

N/A

N/A

0.0000

0.0000

0.0000

0.0000

0.0000

Gain / Loss by Investment Types

00 -50 50 100 150 200 250


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Follow the steps to enable your online Personal Inve1) Type your name: A.Brown

2) At the table on the right, you will see common investment types. You may edit the list.

You may leave the unused rows blank.

3) Your personal investment log is ready to use. Further steps are for online use.

First visit the site below:

http://www.spreadsheetweb.com/getting_started.htm

Ignore the downloaded software, you will only need the username and password.

4) Visit the site below and login with your new account:

https://www4.spreadsheetweb.com/SpreadsheetWEB//

5) Click "Add Web Application" to upload this file. Your online file will be created automatically.

You can simply use the investment log from that link or place it on your website.

6) You are provided to save the file online. Hence, you can reach the file and update it any time

The files are saved by name and date. This option lets you create a collection of logs by just

Presaved files can be reached and updated by "Data" tab. Simply clicking on the project nam

can share this link with the ones that you want to give permission to update the log.

>> Your online tracker will look like:

https://www4.spreadsheetweb.com/SpreadSheetWEB/Output.aspx?ApplicationId=e23aa9fb-1878-417d-9

>> In order to see more online applications created with PSW you can check the link below:

http://www.spreadsheetweb.com/demos.htm


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tment Log.Investment Types

1 Stocks

2 Bonds

3 Mutual Funds

4 Minority Interests

5 Other

6

7

8

9

10

.

changing the name and uploading.

e opens the final position of the project. You

4c-10a4d8239065


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List 1 Current Value Distribution

RC Investment Type Curr.Val. RC

Stocks 1 Stocks 1200 1

Bonds 1 Bonds 200 1

Mutual Funds 1 Mutual Funds 0 1

Minority Interests 1 Minority Interests 0 1Other 1 Other 0 1

1 0 1

1 0 1

1 0 1

1 0 1

1 0 1

Shares

RC Investment Type Curr.Val. RC1 Stocks 1000 1

1 Bonds 500 1

1 Mutual Funds 0 1

1 Minority Interests 0 1

1 Other 0 1

1 0 1

1 0 1

1 0 1

1 0 1

1 0 1


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Gain / Loss Distribution

Investment Type Gain/Loss

Stocks 200

Bonds -50

Mutual Funds 0

Minority Interests 0Other 0

0

0

0

0

0

Gain7Loss per Share

Investment Type Curr.Val.Stocks 0.2

Bonds -0.1

Mutual Funds N/A

Minority Interests N/A

Other N/A


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Personal Investment Log (Online)

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