Share portfolio management software is often daunting to use, overly complicated and packaged with too many bells-and-whistles for the average investor. This software forms the perfect foundation for you to build and create your own excel-based portfolio manager to help organise your ASX share trades and investments.
No other spreadsheet tool is better than one you created yourself tailored specifically to your requirements.
Although this spreadsheet is aimed at Australian Investors (as it handles GST) it can be tailored for any stock market.
Benefits
- Reduce accounting fees and save time during tax season
- Compatible with any computer that can open .xlsx documents (MS Excel).
- No monthly fee
- Unlocked (modify any part of the spreadsheet)
Three Components of the Spreadsheet
- Open Position – Most people have access to their open positions online via their stockbroker or financial planner, but this sheet can be useful for those with non-CHESS share holdings (E.g. shares held via SRN – Share Reference Number).
- Dividends – To calculate franking credits and taxable dividends
- Closed Trades & Tax Summary – Your taxable income is calculated by incorporating a split trade calculator, taxable dividends and the profit / loss from your share trading.
Closed Trades & Tax Summary
Notes
- Some excel knowledge is required to understand and operate this spreadsheet.
- As this is non-commercial software, I’m unable to offer advice or support.
- Don’t rely on it for your tax return and AWAYS seek advice from your accountant.
- Feel free to manipulate and change all aspects of the spreadsheet, but don’t upload it to any other website! Please request people download the latest version directly from this website.
