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Messages - MongooseMan

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Shares / Re: Bloomberg watchlist
« on: January 13, 2019, 03:28:58 pm »
Finally got around to generalising my spreadsheet to the point where I can give it to someone else.
https://docs.google.com/spreadsheets/d/1kRBSGivYtCEIJ0UFfJouHm6mc-2CjtOZZlKe67Jk32w/edit?usp=sharing

Click File->Make a copy to make your own.
In general, edit stuff in the light cells, the dark cells are all calculation driven.
Then edit the "Securities Info" data to add the ETFs/shares you're invested in.
Then add your "Lots" to the "Lots" tab.

Then build your own super fancy analysis :)

Should if there's anything unclear (or completely wrong  ;D)

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Shares / Re: Bloomberg watchlist
« on: January 13, 2019, 06:58:11 am »
On the watchlist page, click on the "Edit" tab, then add the new symbol, or if you already own some of it, add a new lot to that symbol. Then click Save Changes.

Having said all that, I started with Bloomberg watchlist, then built my own Google Sheet, like Patrick spoke about.
Does exactly the same thing, but I can now build further analysis on top of it.

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