StepOne Spreadsheets
StepOne has published two spreadsheets:
- StepOne FTSE350
This contains some key financial data for the FTSE350 companies (historic and forecast yields, P/E, dividends, market cap, etc).
It has sometimes been referred to as the "Fundies" spreadsheet in the past, then as StepOne Replacement, but was renamed as "Stepone FTSE350" in March 2015 to clearly differentiate it from the StepOne Portfolio.
Excel and OpenOffice/LibreOffice versions are available here - StepOne Portfolio
This is a simple portfolio management tool using Excel. It has a "Trades" sheet which enables the recording of all transactions (buys, sells, dividends, return of capital), and a "Current" sheet which summarises the "Trades" data and allows the updating of stock price from Yahoo.
It is available here