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1. EXCEL SM ACCOUNT TRACKER HOW TO
2. EXCEL SM ACCOUNT TRACKER UPDATE
3. EXCEL SM ACCOUNT TRACKER SOFTWARE
4. EXCEL SM ACCOUNT TRACKER DOWNLOAD

But, unless you calculate a weighted-average Purchase Date and Purchase Price, a lot of your calculations are going to be erroneous. Second, you could group all of the lots together. The only potential problem here is when it comes to allocating dividends (if any) to the different lots. But, there are a couple of ways you might work around it.įirst, you could just list each lot separately. To be completely honest, you might want a more sophisticated portfolio spreadsheet. What if I have different Purchase Dates for different lots of the same stock? But, if you want an accurate calculation of your Annualized Gain/Loss do your best to find it. It might take some digging on your part to unearth this information – even if you have an online broker. Google Sheets and Excel can certainly handle everything you have in your portfolio. You may have more stocks or fewer stocks. So, go ahead and enter that.Īll of this information, in my example, was chosen at random. The Name, Symbol, Purchase Date, Purchase Price, and Shares fields are all information you should already have. Want to track your dividend stocks’ yield, income, and growth? Read this post:ĬREATE AN AMAZING DIVIDEND TRACKING SPREADSHEET Input some basic stock dataĪs mentioned earlier, this portfolio spreadsheet will consist of information you already know and information that you need to calculate. Therefore, in B2, I’ll enter “Portfolio updated:” and I’ll bold everything I just entered (Ctrl+B). So, I’ll start in B5 and enter across to N5.Īdditionally, I like to know the as-of date for when I last updated a workbook such as this. Personally, I like to leave a little space at the top and the left-hand side of my spreadsheets. Here’s what we’ll analyze in this example:Įnter these headers in the cells along the top of the spreadsheet.

The amount of information you can glean from an investment’s current or historical data is almost limitless.īut, since this how-to is meant to serve as a starting point, I tried to keep things elementary.

EXCEL SM ACCOUNT TRACKER HOW TO

Want to know how to add quality stocks to your portfolio? Read this post:ĭETAILED STOCK VALUATION SPREADSHEET WITH WALK-THROUGH First things first – enter your headersīefore you enter any information about your stocks or any formulas for calculations, you’ll want to lay the foundation of the spreadsheet by determining what information you want to see.įor this example, things were kept relatively simple. Okay, you should be ready to go, so let’s get into it. Click on “Google Sheets > Blank spreadsheet”. Once you have your Google account set up, go to Google Drive and select “New” in the upper left-hand corner. If you don’t already have one, click here for instructions on how to set one up. In order to follow along in Google Sheets, you’ll need a Google account. Just my opinion though, use whatever you’re most comfortable with. But, I thought Office 365 (or whatever it’s called) fell way short. I am a Microsoft fan in general and a big Excel fan in particular. Microsoft does have a cloud-based version of Office (Excel), but I would not recommend it. Second, since Google Sheets is cloud-based, you can access it anywhere – including your mobile device.

EXCEL SM ACCOUNT TRACKER UPDATE

First and foremost because of its GOOGLEFINANCE functionality which will automatically update certain fields for you (price, volume, PE, EPS, and on, and on…). In this case, however, I think that Google Sheets is a better option. Particularly with some of my more “intensive” models. I will be using Google Sheets in this tutorial.

Also, formatting and charting options should be very similar.

EXCEL SM ACCOUNT TRACKER SOFTWARE

Really, any spreadsheet software will do. This “how-to” can be followed along in either Excel or Google Sheets. I’ll no longer be responding to “Requests for access.” Loading… How to make a stock portfolio in Excel, Google Sheets, or any other spreadsheet software Once you’re in the spreadsheet, click on File > Make a copy to edit.

EXCEL SM ACCOUNT TRACKER DOWNLOAD

Save some time and download a copy of the Portfolio Spreadsheet here!Ĭomplete the form below and click Submit.Ī link to the Google Sheet will be emailed to you.