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  2. Trading Journals: The Smart Investor’s Secret Weapon - AOL

    www.aol.com/trading-journals-smart-investor...

    A good trading journal is a valuable educational tool that may be the single best asset you have as a day trader. ... but others use spreadsheet programs like Excel or other software programs to ...

  3. 9 Free, Easy-To-Use Budget Templates and Spreadsheets - AOL

    www.aol.com/finance/9-free-easy-budget-templates...

    Instead, here are nine completely free, simple-to-use budget templates and spreadsheets that are available to download right now. 1. Microsoft Excel Personal Monthly Budget Spreadsheet

  4. List of spreadsheet software - Wikipedia

    en.wikipedia.org/wiki/List_of_spreadsheet_software

    Historical office suite still available and supported. It includes a spreadsheet. Google Sheets – as part of Google Workspace suite, supporting both offline and online editing. IBM Lotus Symphony – freeware for MS Windows, Apple Mac OS X and Linux. Kingsoft Office Spreadsheets 2012 – For MS Windows. Both free and paid versions are available.

  5. General ledger - Wikipedia

    en.wikipedia.org/wiki/General_ledger

    In bookkeeping, a general ledger is a bookkeeping ledger in which accounting data are posted from journals and aggregated from subledgers, such as accounts payable, accounts receivable, cash management, fixed assets, purchasing and projects. [1] A general ledger may be maintained on paper, on a computer, or in the cloud. [2]

  6. Quicken Interchange Format - Wikipedia

    en.wikipedia.org/wiki/Quicken_Interchange_Format

    An IIF to QIF converter will not solve the problem either, as journal entries can't be exported in IIF format, only lists are exportable. A viable way to overcome this problem is to set up a journal report, to show all journal entries. Print the report using the "print to file" option. Set the file type to Excel before printing.

  7. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Several templates and tools are available to assist in formatting, such as reFill (documentation) and Citation bot (documentation). ( August 2022 ) ( Learn how and when to remove this message ) Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's ...

  8. Constant proportion portfolio insurance - Wikipedia

    en.wikipedia.org/wiki/Constant_proportion...

    Rules; If the gap remains between an upper and a lower trigger band (resp. releverage and deleverage triggers), the strategy does not trade. It effectively reduces transaction costs, but the drawback is that whenever a trade event to reallocate the weights to the theoretical values happen, the prices have either shifted quite a bit high or low, resulting in the CPPI effectively buying (due to ...

  9. Application portfolio management - Wikipedia

    en.wikipedia.org/wiki/Application_portfolio...

    An Excel spreadsheet that contains a coherent set of reusable macros that deliver business value. The spreadsheet itself constitutes a deployment container for the application (like a TAR or CAB file). A set of ASP or PHP web pages that work in conjunction with one another to deliver the experience and logic of a web application. It is entirely ...

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