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However, if you would like to prepare your own, for each stock it should as a minimum contain: · Tracking code, optional (can be used if, e.g., you select stocks using more than one system) · Date purchased · Number of stocks · Price · Buy brokerage cost · Total cost · Dividends received · Date sold · Number of stocks · Price · Sell brokerage cost · Net proceeds · Stocks on hand (open positions) · Current price · Portfolio value · Profits - realized and unrealized (split them if you want) · Losses - realized and unrealized (ditto) · % Profit or loss |
Copyright © 2018 Mick Brooks
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