I want to design a hypothetical portfolio containing a large number of stocks with widely varying position sizes, and I would like to be able to determine as I am designing the portfolio precisely what percentage of the portfolio each stock occupies without having to do the math myself. So I am looking for a spreadsheet that will display (and automatically update) position size percentages when I enter, or change, the number of shares for each stock in the portfolio. I've been searching the web but so far I haven't been able to find a spreadsheet that displays or updates percentages of position sizes. But this seems like such a basic and useful function that I imagine one must exist?? Is anyone familiar with software or a spreadsheet that can do this?
You could have a look at the R packages "blotter" and "PerformanceAnalytics" for a start... There are several other portfolio building and optimization packages if you take the time to have a look around CRAN archive network... God speed on your journey, Cordially, -DD-
Isn't this something you can do yourself in Excel? Just find the dollar amount of each position and divide that by the total portfolio worth? Use GoogleDocs or a link to your broker to update the prices in real-time. This one's kind of sloppy. And Google only lets you have 200 quotes or something per sheet. https://docs.google.com/spreadsheet/ccc?key=0AunOyoTMNvwadGFJa1FyRDVxUmFveDhXbVNtRkpfQ0E&usp=sharing
Thanks for your replies. I only have a basic knowledge of Excel so was hoping to find something premade by a more sophisticated user. I'll check out your suggestions.