Talk:Using a spreadsheet to maintain a portfolio

The new version with the sidebar leaves a huge white space between the "Suggested Spreadsheet" and the table, at least on my monitor (1000 pixels wide; I have a 1680x1050 monitor which I rotate to get a tall screen rather than a wide screen). I'm not familiar with how the Wiki software handles sidebars, but this might be worth fixing.Grabiner 15:19, 7 November 2010 (EST)

The wiki dynamically places displayed objects based on screen resolution and conflict with other objects (tables, images, and text). You can see the effect by resizing your browser window. If it was working with the spreadsheet sidebar and not the Portfolios sidebar, then it might be the Portfolio sidebar width. I reduced the Portfolios sidebar width to match the spreadsheet sidebar width. See if this works. --LadyGeek 16:45, 7 November 2010 (EST)

Checking previous revisions, I see that the problem was created with the March 11 change to table formatting, with a fixed width of 670 pixels. I narrowed the table to fix the problem.Grabiner 20:16, 8 November 2010 (EST)

I created some spreadsheets for tracking tax lots and added them to this page; should they be split to a different page? I would suggest keeping them on this page, as tax tracking is another natural use of a spreadsheet to maintain a portfolio.Grabiner 20:39, 5 June 2011 (EDT)

I don't see why you would need a separate page; tax lots are just another way to categorize your portfolio. --LadyGeek 22:44, 6 June 2011 (EDT)

The separation of the examples from the subject was difficult to follow, so I moved the examples to be within each section. I also retitled and reworded the first section, as "Suggested Spreadsheet" was somewhat ambiguous. --LadyGeek 17:23, 7 June 2011 (EDT)

Reader feedback: The Excel spreadsheet "My Pe...
71.51.4.20 posted this comment on 10 May 2014 (view all feedback).

"The Excel spreadsheet 'My Personal Index.' has bugs if loaded to Excel 2010. The functions on the Index tab do not calculate correctly, because the first instance passes text info from Row 1 of that tab which is not the correct data type. This can be easily fixed and then the spreadsheet appears to work okay (I'm still testing, so maybe other problems exist.)  I looked at the alternate software offered and honestly a spreadsheet is much better at filling my needs, because it can be more easily integrated  with my other spreadsheet tools such as tax calculations and a year by year financial planning tool.  Besides I don't know Cpp and have no desire to learn yet another programming language!! Whereas my work last year forced me to learn Excel VBA (I know FORTRAN, BASIC, PLI, MathCAD etc.)."

Comments are being solicited in the forum thread discussion: My Personal Index - Now a Standalone Application

LadyGeek 16:01, 10 May 2014 (CDT)