xls: MS Ch12 Invest Position Workbook

Description

If I sell today, will I net gain, or incur loss?

An organizer, strategy, and planner that allows you to track the value of investments with expenses and returns affecting your dynamic value.  This Investment Position workbook (.xls file) is a spreadsheet that allows you to input the factors of an investment, automatically calculate totals, and see where your value lays in reference to current market price; your “position”.  To make good investment decisions, you must know your position!

The workbook can be expanded with additional sheets to accommodate an entire portfolio of investments. The front page allows links to individual investment pages so that analysis, sorting, and decisions can often be made by looking at one sheet. Some basic spreadsheet experience is recommended to take full advantage of this tool.  A unique and immersive addition to homeschool curriculum for business, economics, and personal finance!  Imagine you had such a head-start on understanding investing…

Deeply discounted at 60% off for those currently enrolled in MoneySmart Ch12 Tour (when available).  See your course review section when membership is active for links to the discounted special access to these files.

NOTE:  The files are presented without warranty or guarantee that its design, programming, and intended function will survive when translated over various platforms. Some design elements such as macros may require additional set-up and some elements may not survive across platform formats at all (such as “sort” buttons). These were created to give the end-user a “head start” on useful tools that they don’t have to envision, design, and assemble before they can be used.  The nature of digital files prohibits control over such intellectual property, therefore, since the benefit and value cannot be returned to the producer once access is granted, all sales are final.   Download limit: 3; link active: 1 day.