Thanks guys!!! Great ideas and cool stuff (i.e., programming, spreadsheets, web sites). Really cool!!! -Jim
EDIT: Again. Great stuff.
Some of what I want to do is pretty simple. Example, compare my fill price to the opening price: a measure of slippage.
I am sure you have already thought of this but this measure of slippage can be done pretty easily with just P123. And P123 probably has the best data.
I just start a new sim with buy rule: Portfolio (“Port I am looking at”) and sell rule Portfolio (“Port I am looking at”) = false
Just set to opening price, run and download transactions and download your edited port transactions. Copy and paste onto the same spreadsheet. There will be some sorting required to get the port and the sim transactions to line up: e.g. sort the tickers in alphabetical order then sort the dates.
And your will probably have to do some manual sorting too. E.g., delete some dividend transactions. But at least when you are done you will know the data is correct or at least consistent with regards to handling of splits.
Again, you have probably though of this but just trying to contribute after getting great input. And regardless, I will definitely be looking into Quandl, Randy’s spreadsheet and maybe keeping XLQ.
BTW, I know Randy now. But in general is to okay to download a spreadsheet, with a macro, from the web created by someone that has an avatar which is a skull with dollar signs? Probably a ridiculous question but I’m not an IT person (probably pretty obvious that I am not).
Not that I have anything against skulls or dollar signs. I own (or was given) one and want more of the other myself. Indeed, considering that the dollar signs are in the eye sockets, it should be required on any advertising done by those in my profession (like the warning on cigarettes). HaHa!
Again, much appreciated.
-Jim