Quote:
Originally Posted by pb4uski
You might try using Quicken for a small subset of your portfolio to see if it will provide for your needs.
While I'm not sure if it will get you all the information you are looking for, it may get you a huge chunk of it and you can link Quicken to your stockbroker accounts and automatically download transactions. The reporting is quite flexible and you can always import the data into Excel if you want a particular format for a report and the raw data is available but Quicken reports won't do the trick.
Also, since you seem to be a sophisticated user, there may well be specific investment tracking and reporting software out there that would work better for you.
But even if you could link your stockbroker accounts to Quicken to use Quicken to handle the drudgery of tracking transaction (including dividend reinvestments) and then import the data to Excel for reporting it sounds like you would be ahead of the game.
Good luck.
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Thanks for the suggestion. Below is a sample of the data for which I am seeking an alternate source (in the event that the Yahoo provided info ceases to be freely available):
Symbol;Close;EPS(ttm); Div/Shr;Ex-Div
-----A;32.12;2.87;N/A;-
-----AA;9.37;0.87;0.12;2011-11-02
-----ABB;17.06;1.33;0.67;2011-05-03
-----ABT;51.11;3.28;1.92;2011-10-12
-----ABX;46.27;3.75;0.49;2011-08-29
-----ACITX;12.9;-;-;-
-----ADM;25.17;3.13;0.64;2011-08-16
-----AHEXY.PK;19.3;1.77;N/A;-
-----AIG;21.36;5.24;N/A;2008-09-03
-----ALU;2.66;0.21;N/A;2006-09-06
-----AOS;32.31;3.35;0.64;2011-07-27
-----APD;79.13;5.37;2.32;2011-09-29
-----ARJ;46.8;2.57;0.8;2011-05-11
-----ASBFY.PK;16.6;1.06;N/A;-
-----ATI;35.4;1.37;0.72;2011-09-16
-----ATK;55.05;9.21;0.8;2011-09-02
-----AU;41.76;1.8;0.24;2011-08-31
-----AXAHY.PK;13.05;-;-;-
-----AZSEY.PK;9.67;1.25;N/A;-
-----BAC;5.77;-1.64;0.04;2011-08-31
-----BASFY.PK;62.85;9.02;N/A;-
-----BAYRY.PK;53.65;2.53;N/A;-
-----BCO;23.95;1.5;0.4;2011-07-15
-----BDX;72.92;5.95;1.64;2011-09-07
-----BEARX;4.89;-;-;-
-----BF-B;69.58;3.95;1.28;2011-09-01
-----BG;57.09;6.83;1;2011-11-16
-----BHP;69.36;8.54;2.2;2011-09-07
-----BK;18.28;2.14;0.52;2011-07-27
-----BMY;32.73;1.93;1.32;2011-10-06
-----BRFS;17.27;0.89;N/A;2011-06-30
-----BRK-B;73.23;7457.95;N/A;-
-----BTU;35.68;3.28;0.34;2011-08-02
-----CAG;24.43;1.76;0.96;2011-10-27