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. 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 transactions.
Features:
Tracks all your transaction until the position is closed out.
Allows you to put in your actual transaction information - dates, prices, commissions
Calculates costs (including commissions), income (including commissions), returns (in $ and %).
Identifies your get-out price.
An Examples Portfolio using the $10,000 Aggressive portfolio for 2007 explains how the Spreadsheet works.
Pop-up instructions for all data input and calculations cells.
Ability to track up to three separate portfolios, or roll full portfolios forward into a new spreadsheet.
Summary calculations 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