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I use two spreadsheets, one that is updated "realtime" by TOS and is my monitoring spreadsheet, and another that is my historical P&L tracking spreadsheet. I've made some very elaborate spreadsheets in the past, but I found that building and using them detracted from my trading.
As of just a month ago, I've greatly simplified my spreadsheets. My new spreadsheets are simple, but are a bit more hands on when adding new trades and making adjustments. It takes some experimentation to find what works best for you. For what it's worth, I've attached a screenshot of my monitoring spreadsheet so that you can get an idea of the column layout.
All of the TOS updated cells have formulas similar to: =RTD("tos.rtd",,"MARK",B3)
Where B3 is a reference to the underlying that I want the mark/mid price.
Good Morning,
First of all, thank you for responding to my request it was very generous of your effort and time. The spreadsheet is exactly what I'm looking for but and this is a big but, what do I do with it now. How do I get it into Excel? How does it link to TOS? As you may have guessed it is obvious I know very little to nothing about spreadsheets or Excel for that matter. Would you mind guiding me to getting this set-up, I spend more time trying to keep accurate records that it is ridiculous. Let me know and thank you once again.
Hello There,
The monitor spreadsheet is actually what I need. Is there anyway I can import it or whatever one does to put it into my Excel? I can appreciate the lameness in my request but this business is totally foreign to me. If not, thanks once again for your time.
Here's a screenshot of my updated monitor spreadsheet. This should give you some ideas for creating your own spreadsheet.
The cells in orange contain user entered values, while other cells contain either formulas or TOS RTD links. Columns L, N, O, P, and Q contain straight calls to TOS RTD. The remaining (non-orange) cells contain formulas using the data from the orange user entered data cells and/or the TOS RTD cells.
Good Morning Dave,
Happy 4th of July and hope you have many more. The spreadsheet is perfect and I can't thank you enough for the effort.
Have a great day!