Stock Market – Part 14: Importance of Record Keeping in Investing in the Stock Market

Isa sa magandang style din sa pagiinvest sa stock market at magadang ugaliin ay ang record keeping o yung paglilista ng bawat trading transactions na ginagawa mo. Kung seryoso ka na mapalago ang investment mo ay kailangan mo ng mga historical records para mas lalo mong makita ang progress ng iyong investment.

Maganda ito dahil mapag-aaralan mo kung ano ang mga nangyayari sa investment mo simula noong nagumpisa ka hanggang sa kasalukuyan. Importante ito dahil sa bawat records na tinatago mo ay makakabuo ka ng ilang conclusion o masusing pagaaral kung ano ang mga susunod mong hakbang patungkol sa inyong pagiinvest.

Lahat ng malaki o maliit na kumpanya o indibidwal at mga successful na tao ay naglalaan din ng mga oras para sa kanilang records keeping. Sa stock market dapat ganun din ang gawin mo para mamonitor mo ang iyong investment ng maayos para kung sakali sa hinaharap ay kailangin mo ito ay madali mo na itong makikita at mapagaaralan.

Pwede mo itong ilagay sa notebook, isang malinis na papel, trading journal o kaya naman ay sa computer mo o laptop. Sa computer o laptop mas mainam kasi para pwede mo itong iprint kung kailan mo gusto o kailangan. Sa akin ay sa excel sheet ko nilalagay ang mga records ng aking investment sa stock market. Dito ko ito ginawa para na rin mapagaralan ang mga ginawa kong trading transaction at pwede mo rin itong lagyan ng mga automatic na calculation tulad ng ginagawa ko.

Hindi mo naman kailangan i-type lahat isa-isa ang bawat transactions. Ang ginagawa ko ay dina-download ko lang ang buong transaction history ng aking portfolio sa aking account sa aking stock broker’s site. Tapos kina-copy-paste ko na lang ang mga data sa aking excel sheet para sa mas mabilis na paggawa ng mga data records.

Pwede rin na ang maging diskarte mo ay icopy-paste yung mga datas sa mga transaction record na ini-email ng mga brokers sa iyong email sa bawat trading transactions na ginagawa mo. Pwede din ang ganun. Nasa sa inyo kung paano mo mako-collect ang mga data sa mas madali at mabilis na paraan. Ang point dito ay ma-keep natin ang mga records para mapagaralan ang ating mga historical action at ang ating magiging future actions.

Narito ang sample ng aking ginagawang record keeping sa excel sheet para magkaroon kayo ng idea o maging guide n’yo kung sakaling gagawa rin kayo ng inyong sariling data monitoring. Pwede kayong gumawa ng sarili ninyong style sa pagki-keep ng trading records. Gawin ninyo itong basehan at pwede n’yo rin itong dagdagan o bawasan ng naaayon sa inyong kagustuhan o preference. Ginawa ko lang simple for the purpose of explaining para mabigyan ng emphasis ang kahalagahan ng record keeping sa pagiinvest sa stock market.

Gawin ninyo itong guide habang kayo ay nagiinvest sa stock market at sana ay may mga napulot kayong mga idea na makakatulong sa inyo para lalo pang isaayos ang inyong investment plan, investment style at investment journey dito sa mundo ng stock market.

19 thoughts on “Stock Market – Part 14: Importance of Record Keeping in Investing in the Stock Market

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    1. Sige po basta makakatulong po sa inyo walang problema. Marami na din po ang nanghingi nito sa akin at hindi ko naman s’ya ipagdadamot para makatulong ako sa iba. Send ko po sa email n’yo tapos kung gusto n’yo dagdagan o bawasan base sa inyong preference pwede n’yo po gawin. Maraming salamat din po sa pag-appreciate sa aking blog site at content nito. Send ko po sa inyo ngayon sa email n’yo. Thanks po sa comment at pagbisita sa blog site ko.

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    1. Walang problema sir basta makakatulong sa ‘yo. Send mo lang sa kin yung email add mo para masend ko sa ‘yo yung excel file mismo..

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