Wednesday, November 11, 2009

SMF Addin

If you're looking to create spreadsheets that manipulate information about stocks that you can buy or sell, then the SMF addin is the tool for you. It is extremely powerful, and provides access to thousands of individual data items about a company. The addin is free, and there is a yahoo group that has been set up to provide examples and a forum for questions and answers about its use.

The group is at the following location:

I've modified two of my spreadsheets to leverage this tool. One is a portfolio sheet that allows you to monitor your P&L through out the day. The sheet also allows you to look at other publicly defined portfolios. So, industries, sectors, adr's, preferreds, closed end funds, and industry identifiers. It is available at:

The other spreadsheet is a company overview sheet that allows you to look at critical investment information about a specific company. It is also integrated with the portfolio sheet defined above in that it allows you to cycle thru the various companies that you own and are tracking thru your portfolio sheet. It is available at:

If you get a chance take a look at these, and let me know what you think.