Fills

[Triplethought]

https://tinyurl.com/3c9xz65z

jshooter a couple questions:

• How do you handle orphans? the stocks that aren't mentioned in the next update?
  I think a column for "date" which is the date of last MU where play was mentioned would be helpful. Put it over to the right.
  I would move columns E&F & J & M over to the right - those columns aren't needed for a quick "how close am I" and I'd rather have the critical stuff on 1 screen without scrolling
  Does Google allow you to track Options pricing automatically? Excel does not (that I have found). I have to create a hyperlink to Yahoo Finance option page and manually update. If anyone has an automated way to grab price of options I'd love to see it.
  Is this sample data? I notice no $72 stop on CHGG for example

[Triplethought]

CHGG in the new range

[Yodean]

CHGG in the new range

Thanks TT! I am pretty good at keeping track of entry points for the 1st lot, but not very good at 2nd lots or when part of an existing position has been sold, and then a new price point issued for those who missed the 1st lot the 1st time, etc.

[Triplethought]

Still no options solutions for Excel other than to buy a relatively expensive plug in (the plugin is called Market XLS)

Found this for Google Sheets.
If you know the option symbol for the contract you are looking for, just use the =OPTIONDATA formula the same way you use the Google Finance formula. Let's assume we want to get the price on the $400 CALL for January 20, 2023 on SPY. The option symbol is for that call is SPY230120C00400000.

[jlhooter]

https://tinyurl.com/3c9xz65z

jshooter a couple questions:

• How do you handle orphans? the stocks that aren't mentioned in the next update?
  I think a column for "date" which is the date of last MU where play was mentioned would be helpful. Put it over to the right.
  I would move columns E&F & J & M over to the right - those columns aren't needed for a quick "how close am I" and I'd rather have the critical stuff on 1 screen without scrolling
  Does Google allow you to track Options pricing automatically? Excel does not (that I have found). I have to create a hyperlink to Yahoo Finance option page and manually update. If anyone has an automated way to grab price of options I'd love to see it.
  Is this sample data? I notice no $72 stop on CHGG for example

TT I will review and get back to you.
As for options I am very new to trading in general so I will have to learn your needs for options; it will probably help me learn those too.
I had a column for newsletter last update date but didnt add yet.
As for wrong and missing details I will scrub thoroughly but the data you see is from the letters; I quickly drew up this sheet the other day so consider it a draft. Since this interest is stong with some I will be much better at it very quickly.
Suggestion: consider making a separate thread just for spreadsheet development. Once observers agree with format intent etc we can release it back to Fills thread or whatever makes sense

[jlhooter]

https://tinyurl.com/3c9xz65z

jshooter a couple questions:

• How do you handle orphans? the stocks that aren't mentioned in the next update?
  I think a column for "date" which is the date of last MU where play was mentioned would be helpful. Put it over to the right.
  I would move columns E&F & J & M over to the right - those columns aren't needed for a quick "how close am I" and I'd rather have the critical stuff on 1 screen without scrolling
  Does Google allow you to track Options pricing automatically? Excel does not (that I have found). I have to create a hyperlink to Yahoo Finance option page and manually update. If anyone has an automated way to grab price of options I'd love to see it.
  Is this sample data? I notice no $72 stop on CHGG for example

TT
I did significant updates to Sheets
- Handled orphans all the way back to Jan 11, 2021 issue. I plan to go back further, but pretty much done there
- Added column for Last Update (ties to newsletter date)
- Moved the columns you suggested, but added a column for Notes. Some stuff closed and other plays started that I felt needed attention to show to left side
- I looked at =OptionData, but you need to show me an example please
- I put Stock Plays on one sheet and generated a new sheet (Options - UNDER CONSTRUCTION) since I am honestly lost on how to report at this time. I put stuff there, but not sufficient
- All MU data should be accurate

[SOL]

Jlhooter and Triplethought. Since you both are experts in excel. I think it would/might be best to create an excel spreadsheet or sheets and then whoever wants to download them and then it's up to them to update the data.

Several reasons for this

1) The road to hell is paved with good intentions and the law of balancing states that the more you do the less you will get when it applies an event. So if you put 60% effort, then at most you can only receive a 40% reward from the public.

2) However, even more, important is the fact that people share links at a far higher rate than files. So Google sheets would be very easy to share.

3) This is building on reason 1, and suppose we ignore reason 2, then it means one or two individuals will have the burden of updating the sheets and if there are errors then the odds are you will receive more heat for the mistakes you make then for the other good work done. At TI we are all about making the investment process fun, so anything that generates unncessary stress is something to be avoided.

In lieu of some of the reasons I have provided above, I think its best to focus on the Excel spreadsheets, and anyone who uses those sheets should do so with the understanding that the creators are not responsible for any errors.

[jlhooter]

Jlhooter and Triplethought. Since you both are experts in excel. I think it would/might be best to create an excel spreadsheet or sheets and then whoever wants to download them and then it's up to them to update the data.

Several reasons for this

1) The road to hell is paved with good intentions and the law of balancing states that the more you do the less you will get when it applies an event. So if you put 60% effort, then at most you can only receive a 40% reward from the public.

2) However, even more, important is the fact that people share links at a far higher rate than files. So Google sheets would be very easy to share.

3) This is building on reason 1, and suppose we ignore reason 2, then it means one or two individuals will have the burden of updating the sheets and if there are errors then the odds are you will receive more heat for the mistakes you make then for the other good work done. At TI we are all about making the investment process fun, so anything that generates unncessary stress is something to be avoided.

In lieu of some of the reasons I have provided above, I think its best to focus on the Excel spreadsheets, and anyone who uses those sheets should do so with the understanding that the creators are not responsible for any errors.

Sol I agree and hope I did not disrupt.
I saved a local copy for myself and deleted most of the data from the sharable version. Google does not allow to immediately unshare until after 30 days.
You can still access it and I can leave it there for others to leverage it for there own uses; a couple of rows were left to see fomulas I used.
I like the "teach to fish" idea so I can continue to do an Excel and Sheets template and share that as a template later. I wont focus on options though since I dont understand them enough.
Thanks and sorry if I caused any issues.

[SOL]

Sol I agree and hope I did not disrupt.
I saved a local copy for myself and deleted most of the data from the sharable version. Google does not allow to immediately unshare until after 30 days.
You can still access it and I can leave it there for others to leverage it for there own uses; a couple of rows were left to see fomulas I used.
I like the "teach to fish" idea so I can continue to do an Excel and Sheets template and share that as a template later. I wont focus on options though since I dont understand them enough.
Thanks and sorry if I caused any issues.

You did not disrupt, as they say, nothing ventured nothing gained. No need to apologize, everything new and meaningful is learned via trial and error. Those that are afraid for fear of failing lead a sanitised life, it might be nice, but then where is the fun and one discovers nothing new. Everything we discovered at TI was through trial and error

[jlhooter]

Sol I agree and hope I did not disrupt.
I saved a local copy for myself and deleted most of the data from the sharable version. Google does not allow to immediately unshare until after 30 days.
You can still access it and I can leave it there for others to leverage it for there own uses; a couple of rows were left to see fomulas I used.
I like the "teach to fish" idea so I can continue to do an Excel and Sheets template and share that as a template later. I wont focus on options though since I dont understand them enough.
Thanks and sorry if I caused any issues.

You did not disrupt, as they say, nothing ventured nothing gained. No need to apologize, everything new and meaningful is learned via trial and error. Those that are afraid for fear of failing lead a sanitised life, it might be nice, but then where is the fun and one discovers nothing new. Everything we discovered at TI was through trial and error

Cool apology retracted
Lets break some stuff

[Triplethought]

TT
I did significant updates to Sheets
- Handled orphans all the way back to Jan 11, 2021 issue. I plan to go back further, but pretty much done there
- Added column for Last Update (ties to newsletter date)
- Moved the columns you suggested, but added a column for Notes. Some stuff closed and other plays started that I felt needed attention to show to left side
- I looked at =OptionData, but you need to show me an example please
- I put Stock Plays on one sheet and generated a new sheet (Options - UNDER CONSTRUCTION) since I am honestly lost on how to report at this time. I put stuff there, but not sufficient
- All MU data should be accurate

Hey all Starting a new thread called "Tactical Investor Spreadsheet" Let's continue the discussion over there.

viewtopic.php?f=2&t=132&p=1920#p1920

[NoLimit201]

MU MAR. 21 EDITION: FISV
"Deploy the 1st lot in the 117 to 119 ranges"

[scott]

Bought first lot FISV @ $119

[Triplethought]

Bought first lot FISV @ $119

3/31/21 BUY FISV @$118.80

[blogbuilder]

Bought first lot FISV @ $119

3/31/21 BUY FISV @$118.80

3/31/21 Bought first lot FISV @ $119