Best way to organize stock data

[merrickmgt]

Hello All!

Every quarter I do a spreadsheet which details stock holdings in 7-10 various accounts, all at different brokerage companies.

The kicker is that some stocks are held at more than one company. So that, APPLE, for instance, could be at Smith Barney in account A and B and at Merrill Lynch at account C,D and E.


What is the most time efficient way to organize this data? Currently I just list it all out, resulting in a very large and awkward spreadsheet.

Any help greatly appreciated.

Thanks :-)

[starguy]

Hello All!

Every quarter I do a spreadsheet which details stock holdings in 7-10 various accounts, all at different brokerage companies.

The kicker is that some stocks are held at more than one company. So that, APPLE, for instance, could be at Smith Barney in account A and B and at Merrill Lynch at account C,D and E.


What is the most time efficient way to organize this data? Currently I just list it all out, resulting in a very large and awkward spreadsheet.

Any help greatly appreciated.

Thanks :-)

try following format

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hope this will help you to see all your data like a summary.

Regards.

[merrickmgt]

I appreciate the reply and will try this out