for Subscribers
Individual Investor Covered Call Analyzer Working Spreadsheet
Investment Enhancing Systems. Inc. is now offering subscribers a FREE downloadable Excel Workbook that allows individual investors to track their OWN buy/writes identified by the Analyzer. Our four (4) portfolios use data generated from the close on the Friday before expiration. On the following Monday morning, your trades for our portfolios will be different than the Friday prices we used to update the portfolios. Subscribers can also run the Analyzer at any time an populate thier own portfolios. Since each investor has different stock selections, timing, commission schedules and prices for their stocks and options, this Spreadsheet allows each investor to keep track of their own actual transactions.
Features:
- - - Tracks all your transaction
until the position is closed out. The prices in the "Current Price" column turns green when the position is closed.
- - - Allows you to put in your actual transaction information - dates, prices, commissions. Your data will not be the same as the data provided by the
Analyzer on the close ofthe day before.
- - - Calculates costs (including commissions), income (including commissions), returns (in $ and %).
- - - Identifies your get-out price.
- - - Example Portfolio, using $2,000 in the money available field in the Analyer, explains how the Spreadsheet works.
- - - Pop-up instructions for all data input and calculation cells (see yellow box below).
- - - Ability to track up to five separate portfolios, or roll full portfolios forward into a new spreadsheet.
- - - Summary calculations at the bottom to show
how the entire portfolio is performing to date.
For those subscribers who download the WorkBook,
we are requesting comments and recommendations on how we can improve this
version.
E-mail your comments to
InvestorBuzz