Feb. 21st, 2011

seperis: (Default)
[personal profile] seperis
This is the Monday post for the week of February 21 through February 27, 2011. And yes, it's late, I apologize; doctor's appointment and um, sleepy holiday.

PLEASE READ THIS. AT LEAST TO GET THE NEW TRANSACTION LOG ADDRESS.

Now.

Reminders

1.) February is a no-transaction fee for buying. Selling fees are the same as real-time fees.

2.) March will see the introduction of the ETF and mutual fund.

3.) We will be switching to a new spreadsheet format over the next while. Don't be surprised to see changes in your spreadsheets.

4.) When you are buying, please list the stock you are buying IN ITS ORIGINAL CURRENCY, not your own home currency.

If you want to list the amount you converted it to afterwards, that's fine--do so with a / after the original price eg:

Price: AUD$2.27/US$1.98

If your figures are a little off or you've misread the time, it allows me to know which one it is.


After some thought, the spreadsheet now has an optional box for adding the converted amount, since some of you like to do it yourself. You have to do write in the original currency, but in the other box below it, you can add your conversion.

PUT ONLY NUMBERS IN THOSE BOXES. Use the boxes to declare currency for declaring currency. With only numbers, I can automate the math easier.

New Things

1.) New transaction log. Please change your bookmarks. The old one retires as of March 1, 2011.

Transaction Log

Spreadsheet of Transaction Log

It's streamlined to a single page and will go a little faster (a lot faster). In compensation, check the help text on the questions, since some of them will ask for slightly more specific format. You don't need to know/remember exchange and currency codes right now, but you will need to remember to put it in so I can get a script working that will convert the amount correctly.

It will be absolutely vital you use the name you log into googledocs with when you record a transaction. The second question is your local currency; the abbreviations are listed there. Use them.

more new things )

Transaction Format

We'll probably just keep posting this in every Monday post for easy reference. Remember to note if you already logged in the transaction log or not. Question has been added to each of these.

Buying - Real Time

Format of Declaration to Buy:
Subject Line: "Buy: {Ticker}"
Name: Your Name
Company: Company Name
Ticker: Ticker
Time: In Your Time Zone or in GMT (say which one you're using)
Price: In the Currency the share is listed in
Price (Converted): In Your Currency If You Want to Add That (Optional)
Shares: 5
Country: Your Country
Recorded in Log?: Yes or No

Buying - Automatic

Format of Declaration to Buy, Automatic:
Subject Line: "Automatic Buy: {Ticker}"
Name: Your Name
Company: Company Name
Ticker: Ticker
Time: In Your Time Zone or in GMT (say which one you're using)
Amount: Amount you wish to invest in this stock in your currency
Country: Your Country
Recorded in Log?: Yes or No

Selling

Format of Declaration to Sell:
Subject Line: "Sell: {Ticker}"
Name: Your Name
Company: Company Name
Ticker: Ticker
Time: In Your Time Zone or in GMT (say which one you're using)
Price: In the Currency the share is listed in
Price (Converted): In Your Currency If You Want to Add That (Optional)
Shares: How many shares.
Country: Your Country
Recorded in Log?: Yes or No


For those who still want to do this manually here, these will be added starting March 1, 2011.

Dividend Received
Dividend Reinvestment

Markets

Also will now be listed on every Monday post:

Eligible Exchanges:

1.) NYSE, any version.
2.) Euronext, any version
3.) ASX - Australian Stock Exchange
4.) LSE - London Stock Exchange
5.) TSE - Tokyo Stock Exchange
6.) Hong Kong Stock Exchange
7.) Shanghai Stock Exchange
8.) Toronto Stock Exchange
9.) Deutsche Börse
10.) NASDAQ
11.) Any stock listed in your local market.

These are the exchanges anyone can buy from. As well as these, you can buy from any that are your local markets.

New Things

You are free to buy from any stock exchange in the world starting March 1st; everyone is now familiar with how this works, so I'm letting you run wild. There's a list in everyone's spreadsheet that I'll be updating as I add more. Some aren't normally accessible to westerners, some aren't accessible period, but many are, and Market Roulette is God's Stockbroker; we can get you anything.

more information )

New Transaction Log

Just to make sure everyone see this.

Transaction Log

Spreadsheet of Transaction Log

Important Dates

March 1 - transaction fees go into effect. Codicil: I'm going to put up a separate poll about this. Please look for it and respond.

March 1 - all world markets are now up for grabs. Go for it.

March 1 - ETFs and mutual funds are available for buying and selling.

March 1 - Dividend and Reinvest Dividends will come into play.

July 1 - international fees will be assessed when buying outside the top ten or your local markets. More on this later.

Final

As usual, any questions, please leave them here. This week will (I think) be very light for me, so I'm pretty much constantly available through Sunday night, no idea about next Monday yet.

Final, Take Two

[personal profile] imagina, [personal profile] allopen, and [personal profile] nafs - please contact me by email at seperis @ gmail. You three will be the first to use the new spreadsheet and I need to start customizing it to you specifically. This will be a lot easier if I can talk to each of you and make sure I get the formats correct. If at all possible, me and my comod would like to arrange a live chat session when I start so you can all watch and I can make any corrections you need.

Final, Take Three

Also, anyone who wants to start using the new individual spreadsheet and start using stock scripts, email me as well. The new spreadsheet pages will start appearing probably in March, but we'll most likely be staggering them as I customize them to each participant's currency, country, and timezone as well as website and I want to do this individually if it's at all possible so any unanticipated problems will be fixed. I'd prefer to do it while in AIM or YIM so I can get instant correction, so please email me when it would be convenien and we'll set up a schedule. This is to make your lives easier and eventually? Pie charts. Yes. Pie charts.

If you are on my flist, I will promise to like you much, much more if you volunteer early. Don't make me make sad locked posts that are vaguely passive aggressive and don't name names but are extremely pointed. Yes, I am looking at you.

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