Docstoc

Stock Evaluation Spreadsheet

Document Sample
Stock Evaluation Spreadsheet Powered By Docstoc
					PORTFOLIO
GAIN/LOSS                         $1,340.00
                                        7%
PROFIT/LOSS ON SALE               -$100.00
                                                                    Purchase                                                                  Portfolio
                                                                                Transaction           Market                    Portfolio
 Company name           Account Name/ Number    Symbol   Quantity   Price Per                 Cost             Market Value                   Gain/Loss
                                                                                   Fees               Quote                   Gain/Loss ($)
                                                                      stock                                                                      (%)

Bond                  general electric/401k    ge             300      $50.00       $50.00    $50.00 $ 51.00        $0.00        -$50.00       -100.0%
                                                              400 $    50.00 $      50.00     $50.00 $ 50.00        $0.00        -$50.00       -100.0%
                                                              300 $    60.00 $      60.00 $18,060.00 $ 65.00   $19,500.00      $1,440.00          8.0%
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
                                                                                               $0.00                $0.00          $0.00
PORTFOLIO
GAIN/LOSS                      $1,340.00
                                     7%
PROFIT/LOSS ON SALE             -$100.00
                                                                 Purchase                                                                    Portfolio
                                                                             Transaction             Market                    Portfolio
 Company name         Account Name/ Number   Symbol   Quantity   Price Per                 Cost               Market Value                   Gain/Loss
                                                                                Fees                 Quote                   Gain/Loss ($)
                                                                   stock                                                                        (%)

                                                                                             $0.00                  $0.00          $0.00
                                                                                             $0.00                  $0.00          $0.00
                                                                                             $0.00                  $0.00          $0.00
                                                                                             $0.00                  $0.00          $0.00
                                                                                             $0.00                  $0.00          $0.00
                             
				
DOCUMENT INFO
Description: This Stock Evaluation Spreadsheet allows an individual investor to track his or her stock and investment portfolio. This simple spreadsheet allows an investor to record general company information, the quantity, purchase price, transaction fees, cost, market quote, market value, dollar amount gain or loss, and percent gain or loss. This basic data can help an individual investor keep track of each transaction that has been made and also help track the gain or loss on each transaction. This basic spreadsheet can be used by active investors or by investors that are seeking to track retirement investments.