Share Trade Tracker v3...New Features
The new major release of Share Trade Tracker delivered some significant improvements. These features have been requested by our existing customers and provide even more capability to automate and optimise the process of recording and tracking your trades. We step through each key improvement on this page...
http://www.xlautomation.com.au/excel-spreadsheets/share-trade-tracker/start-plan-now-v2.png

Short Trades
The ability to record and track the performance of Short Positions has been included to the workbook. This feature allows you to include Short Trades alongside your normal positions and then see the results of those trades in the Dashboard and Chart analysis worksheets.

Here is a short video with Short Trades in action


Brokerage set for each Portfolio
A much requested feature has been the ability to set a brokerage by portfolio or trading strategy with v3 of Share Trade Tracker we have delivered that. You can now setup any number of different brokerage rates on a portfolio basis. The default basis still remains and will be in place for all portfolios unless you specify a specific brokerage approach for a portfolio.

Here is a short video to show how Brokerage by Portfolio can save time for
trade entry and ensure that your brokerage costs are consistently recorded



Dividends now include Franking Credits and Franked %
For our Australian customers we have now provided the most repeated feature improvement Franked % and Franking Credits to the Dividends worksheet. This data is automatically returned by the Get Dividend details routine and can be entered via the Dividends form.


This video provides an overview of the new Dividend fields that are included to v3


Dashboard includes new Trade Types and Totals
The dashboard has been enhanced and now includes trading totals for Short Trades along with Gross and Net P&L for each trade type and an overall portfolio total. New dividend total are included to report the dividend return for your portfolio including any franking credits recorded. Finally a change has been made for the portfolio return calculation that now shows the starting cash balance for the selected portfolio and then the end balance including any trading P&L.


Entry forms for all worksheets
For this version each data worksheet now includes it's own entry form to improve data consistency, ease of use and speed to enter data. As data is entered via the forms it is included to the dashboard for calculations and totals.


Find and Select forms for each worksheet
Each worksheet now includes a Find and Select form that will make it much faster to find and then update or delete trades in your workbook. The Find format can be sorted by any of the returned fields to isolate the record you are looking to change. Once found the record is selected and then returned in the form for update. The same find approach is used for Delete with the ability to select more that one record for deletion.