Philippine Stock Market Trading Online Diary - Traders and Investors Spreadsheet use Microsoft Excel

Plan your trade Trade your Plan. Monitoring your buy and sell activities will give you the plan to make a better decision in market timing. With Microsoft Excel you can use as a tool in monitoring your stocks, transaction and recording your daily trade  and making an analysis. If you are disciplined and patient in monitoring and making analysis this will allow you to accumulate gains. The total value of your investment will go up.

This is an overview of the ms excel monitoring sheet  that is now downloadable.

Download here to get your free copy.

i. Overview:
       Sample Excel worksheet to track stock trading and daily stock record that will serve as analysis.

ii. Sample Work Interlink:


Worksheet 01: Tabulation of Fundamental Analysis
 Content: 

•  Fundamental Analysis - Quarterly Earnings Percentage, Fair Value, STOCK Price link to Worksheet 6 for updated stock price, EPS growth, P/e, P/Bv, ROE, Dividend Yield

 Purpose: 

•      the spreadsheet will serve as stock picks based from good fundamentals.

Microsoft Excel Tips:

•    use conditional formatting for on the purpose of differentiating each stock.

WORKSHEET 01: FUNDAMENTAL ANALYSIS

Worksheet 02: Summary of Portfolio & Strategies
Content: 

•     Portfolio Allocation where you will departmentalize your funds. 
•     includes strategy investigation and summary of lessons based from your past experiences.
•    Time management and allotment.

 Purpose: 

•      the spreadsheet shows your percentage allocation of stocks
•      shows summary of strategies/ observations based from your past experience

Microsoft Excel Tips:

•    insert pie chart or other charts showing division of your stocks picks amount allotment.

WORKSHEET 02: SUMMARY OF PORTFOLIO AND ANALYSIS

Step 03: Stock Data Analysis/ Trade Plan / Daily Stock Record 

  Content: 

•    Data Record (Price link to worksheet 6, -  Open Low, High, closing Price, Volume, Ave.   Price,)
•   Technical Analysis (Support/Resistance, 5MA, MACD, Candlestick)
•   Trade Plan Strategy (O-H order Plans either BUY/SELL)

 Purpose: 

•      the spreadsheet use for analysis  and strategy plan
•      shows summary of portfolio

Microsoft Excel Tips:

•    interlink spreadsheet to minimize inputs of datas

WORKSHEET 03: STOCK ANALYSIS

Worksheet 04: Tradings Transactions Record

 Content: 

•    Transactions Record includes fees like vats, commissions 
•   Reasons of executing a trade
•  Gains/Loss on the trade executed (links to cash flows)
• PSEi index, EPHE, S & P 500

 Purpose: 

•      the spreadsheet use to review transactions that will help to improve trading strategies

Microsoft Excel Tips:

•    use of spreadsheet functions such as if, and, or

WORKSHEET 04: TRADING TRANSACTION RECORDS/ANALYSIS

Worksheet 05: Resource Fund Planning

 Content: 

•     Equity Cash Flow (Daily, Weekly, Monthly)
•   Dividends, IPO
•  Capital Inflow/Outflow

 Purpose: 

•      the spreadsheet use to review gains/loss on daily, weekly and monthly basis.

Microsoft Excel Tips:

•    use link properties to minimize data inputs

WORKSHEET 05: RESOURCE FUND PLANNING

Worksheet  06: Monitoring Stock Prices
   Content:

•   Stock Prices
•  Timeline like Dividend Ex-date, IPOs, GDP announcement and other stock related 

 Purpose: 

•      the spreadsheet use as data storage as well as monitoring prices

Microsoft Excel Tips:

•    use as data storage and this will just link to different spreadsheets.

WORKSHEET 06: MONITORING STOCK PRICES

Worksheet 07: Research & Development

  Content:

•   Research Tabulation on Philippine Economic Indicators

 Purpose: 

•      the spreadsheet serve as a review the interconnection of economic indicators to movement of stocks

Microsoft Excel Tips:

•   use conditional formatting

WORKSHEET 07 RESEARCH AND DEVELOPMENT

Note: Worksheets are interlink each other to minimize inputs. Use Functions like And, If , Or to simplify the worksheet. Conditional Formatting is a great tool to shows the difference of data s inputted.

Purpose:

  Having an exel worksheet will eventually minimize emotions on your trading due to established strategic trade plans. 

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My Philippine stock market diary goes online

Always plan your trade and Trade your plan. This graphs includes fundamental aspect of companies listed in the Philippine stock market. Samples were given as an illustration on how you will tabulate and will be serve as monitoring tool

i. OVERVIEW:

     contains research related to Philippine Stock Market, Company Disclosures to PSE which includes new developments, programs, earnings and other related news pertaining to a company.

ii. RESEARCH:

A. Philippine Economic Indicators (updated 8/31/2015)

PEI 8312015

B. Company Announcement related to Stock Picks  (As of month of August)

   1. Stock Pick 06 -  COSCO

          - Buy Back Share Program amounted to 1 billion php.

http://edge.pse.com.ph/companyDisclosures/form.do?cmpy_id=50

A. Data Research from COL Financial

BUY BACK OF SHARES:

September 8, 2015
Buy Back Share - Belle Corporation
Buy Back Share - Vista Land

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My Philippine stocks diary - September 2015 Week 01

  A good starting point for self examination is to review your own investment or trading record over the past few years. Even if you have made a profit, careful examination may reveal that the record owes a considerable debt to one particular investment whose success was due as much to chance as to any other positive factor.

 Even successful point for self-examination is to review your own investing, then 

DISCLAIMER
Please be advised that this is not recommendation to BUY or SELL. Manage your OWN risk.


SEPTEMBER 2015 WEEK 01

"if you are intelligent the market will teach you caution and fortitude, sharpen your wits, and reduce your pride. If you are foolish and refuse to learn a lesson, it will ridicule you, laugh you to scorn, break you, and toss you on the rubbish heap." - Frank J Williams

STOCK PICK with good fundamental analysis:

Click the image to enlarge

FA 01: FUNDAMENTAL ANALYSIS

i.  TABLE ANALYSIS

August 31, 2015

TA8312015: TECHNICAL ANALYSIS

September 1, 2015

TA9012015: TECHNICAL ANALYSIS

notes09012015

inter market analysis: global weakness 09012015
Note: it goes down more than 2% but it recoup on the closing price - Global weakness

September 02, 2015

TA09022015: TECHNICAL ANALYSIS

Notes09022015

 September 03, 2015

TA09032015 - TECHNICAL ANALYSIS

Notes09032015

SEPTEMBER 04, 2015

TA09042015 - TECHNICAL ANALYSIS

ii.  GRAPHS

A. STOCK 01  -  Ayala  Land  Inc. (ALI) 
Click the image to enlarge

ALI 08/31/2015

B. STOCK 02 - Metropolitan Bank Corp. (MBT)
Click the image to enlarge

MBT 08/31/2015

C. STOCK 04 - Ayala Corp. (AC)
Click the image to enlarge

AC 08/31/2015

D. STOCK 05 - First Philippine Holdings (FPH)
Click the image to enlarge

FPH 08/31/2015

E. STOCK 06 -  Cosco Capital Inc. (COSCO)
Click the image to enlarge

COSCO 08/31/2015

Note: O-H order done before 9:00 AM September 01, 2015 
In making an Order always ask pray and ask the guidance of the Lord.

EXECUTION:
Click the image to enlarge

O-H ORDER 08/31/2015

O-H ORDER   09/02/2015

O-H ORDER 09/03/2015

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PHILIPPINE STOCK TRADING ONLINE STRATEGY Take the complete Responsibility

Did you missed something when you buy and sell the stock?  Did you have a mistake? Do you have set of rules to Follow?. Did you follow your rules? How often do you make your trade? How do you allocate your fund in buying stocks. How many stocks do you buy? Are you a long term? short term or medium term? What is your risk appetite?

For the successful trader knows every action he takes, every decision he makes he and only he is responsible for that action.

When something going wrong instead of looking fo someone else to shoulder the blame you will accept responsibility, note it down and vow to never repeat it again. Simply you are willing to accept you are going to make mistakes again, but more importantly, you are going to learn and never repeat those mistakes. A vital component of any winning trader.

" I will find a system that fits me and I will become the best trader at this one style"

Objective:   This is to record my daily trade and to track down my own trade on daily basis.

Mission :    To develop a simple strategy with regards to Philippine Stock Market Trading that will result to a low risk but a very big profit trading.

Vision :      To establish and develop of what i called the "Emotion Less Trading"

This is my diary, My online diary

I. PORTFOLIO OVERVIEW

    - consist of fund allocation percentage, strategy investigation, trading time.

Click the image to enlarge

MODEL PORTFOLIO - STRATEGIES

II. STOCK RECORDS AND ANALYSIS: DAILY BASIS

    - strategy using Support/Resistance, Moving Average, MACD, Volume and Candlestick

Click the image to enlarge

STOCK RECORDS AND ANALYSIS

III. STOCK RECORDS OBSERVATIONS/LESSONS 

    - lessons, strategies, errors, observation that have been experienced during my past tradings.

Click the image to enlarge

STOCK RECORDS OBSERVATION/LESSONS

III.  STOCK GRAPHS ANALYSIS 

    - sample graph analysis employing my strategy.  using Support/resistance, 5-day Moving Average (5MA),       Moving Average (MACD), Relative Strength Index (RSI), Volume, Fibonacci,

Click the image to enlarge

TECHNICAL GRAPH ANALYSIS

RECOMMENDED LINK TO NEWBIES : CLICK HERE

      

Free Seminars:

  Free Stock Market 101 Seminar

Free Webinars

   PSE Academy free Webinars

How to invest in the Philippine Stock Market for beginners:

  Smart Pinoy Investor by Omeng Tawid

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