I fund tracker...

ChemEng

Active member
Here is the spreadsheet I talked about on Friday. It tracks the real-time % changes of the component EAFE funds and then using their EAFE weightings, calculates an overall % change. I found the macro coding online while trying to find a list of the different Yahoo tags and thought I could put it to good use tracking I fund changes.

1. This is done in MS Excel and uses a macro. That means you need to enable the macro when you start up the spreadsheet.
2. It works on Excel versions 2002 or later. If you have trouble loading it, please check your version of Excel to see if this is the problem.

--------------------------------------------------------------------------------------------------------------------
17JAN07--Corrected spreadsheet to track Nikkei 300, instead of Nikkei 225.
02MAR07--Updated spreadsheet given new data about DX.
09APR07--Updated new tsp.gov import bug I found.
02JUL07--Dynamic coded the spreadsheet to fix TSP.gov's table format changing. (This should permanently fix the bug I found on 09APR07.)
12JUL07--Found opportunity to speed up coding.
24AUG07--Added cell to allow for copy+paste of timed updates.
24AUG07--Updated the composition of the I fund based on new data from TSP website.
23DEC07--Changed CAC 40 symbol from ^FCHI to ^CAC.
16FEB08--Changed Ireland symbol to ^I:IEDOW and Portugal symbol to ^I:PTDOW.
22APR08--Updated symbols for Japan, Greece, and Ireland.
20OCT08--Updated program to reflect the new location of the Index data.
27JAN09--Addressed TSP.gov redirect issue.
03FEB09--Corrected sort method to work with earlier Excel versions.

I fund lookup
 
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Im glad that you found this utility useful! Although Im still not certain that Im tracking the right symbols on the spreadsheet. (Note I did update it this morning to track the Nikkei 300 instead of the Nikkei 225.)

Is there anyone out there that could double check the listing to make sure its tracking the right ones?
 
Great spreadsheet! Thanx for sharing.

Perhaps with your excel expertise, you could come up with a spreadsheet that calculates/estimates the (I) Fund price increase/decrease for the day?
 
Updated spreadsheet again. Thought of a simple way to compensate for the changes in variable table formats that TSP.gov uses around holidays. Let me know if this works!
 
Chem:

Thanks for the update. I had to go back to page one of this thread to find the updated version. It works well.

Thanks again.
 
Thanks for all of your hard work. I use this often through the day. Even after noon to check on the $ direction.

Debbie
 
This latest version works with Excel 2000 (my copy anyway). The older versions (at least the last ones I tried) did not so wanted to let others know in case they thought they wouldn't be able to use this wonderful application. Thanks ChemEng!
 
Updated the spreadsheet to include a cell to enable quick and easy estimates to be posted in the I-fund thread. The process is simple.

Press Get Data! button.
Point to cell G36.
Copy that cell.
Paste data into message box in 350z's I fund thread.
Post message.

One other small update. If there is a FVC for todays markets, then you enter it into cell G34. (It will add itself into the estimate text automatically.)

Let me know if you have any problems.
 
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