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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)
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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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