• Capture Daily Value (Excel 2002/2003)

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    #407441

    I would like to be able to automatically save a number (portfolio value) everyday.

    Here’s the sequence of steps that I’d have to go through to save the number:

    1. Open the spreadsheet (if not open) at the same time every weekday.
    2. Update prices with the following add-in. It’s available free from Microsoft. Stock Quote Download
    3. Enter the date and then enter the daily value.

    I’ve attached an example spreadsheet. The prices won’t show up unless the add-in is installed.

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