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Looking for info on setting up a stock/portfolio tracking worksheet (or access)

I think I have the hardpart done and that is getting the info from Yahoo.
What I am looking to do is to set up a workbook that will get me info, and chart that info every x amount of minutes in the given day, then at the end of the day, to archive the latest price, and then give me a chart of the current week/month/years data for either the complete portfolio, or a given stock.
I have been looking and I am certain that there are workbooks out there that do this, but I have not been able to find them.

I can either roll my own if needed, but I am not sure of the best way to lay out the data, or use an existing one (preferably with unlocked VBA - even if I need to register it, I like to be able to modify things)
So, I am either looking for design suggestions, or an already made workbook, either one.

Thanks!
Bruce

als315

Start from office templates:
http://office.microsoft.com/en-us/templates/CT010144481.aspx?tl=2

ASKER CERTIFIED SOLUTION

Jeffrey Coachman

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Bruj

ASKER

Jeff, there are many, and I do use Quicken, but I want to have the charting capability to show what is happening during the day and then also historically, Quicken is very poor at that, and I have not found any thing that quite does what I am looking for. I DO want to use Excel or Access and I do like to modify if it is not just rght.

als315, I have looked at the templates and it looks good for keeping the current and the purchase price, but it is the history, I am not realy sure how I should lay this out.
Should I do each stock and days results on its on line, or should I set it up with all of the stocks on 1 daily line.
I have not found any samples/others that keep an ongoing price history, and thats one of the things I want to do, both every 15 minutes for "today" and then also the days end
I have not done any charting before either, but I would like to chart the overall value, and then the per stock (separte charts)
Ideally, I would like to have a customer ticker with the current price AND my market value for each.

I DO have the download portion working, just not sure what the best way to record history info... Thats the biggest issue right now

Thanks!

SOLUTION

als315

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Ingeborg Hawighorst (Microsoft MVP / EE MVE)

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