Comments on: Investment Portfolio Spreadsheet

By: Jae Jun

Jae Jun — Wed, 21 Dec 2011 18:05:12 +0000

You can learn how and download from
http://www.oldschoolvalue.com/blog/investment-tools/calculate-xirr-annualized-returns/

By: ZC

ZC — Wed, 21 Dec 2011 06:54:18 +0000

Was wondering if there are any spreadsheets available that can calculate the annualised returns?

By: Jae Jun

Jae Jun — Mon, 27 Jun 2011 06:14:59 +0000

The only way to do it is to load windows through a virtual machine with windows office. Otherwise, there is no way.

By: Vincent

Vincent — Sat, 25 Jun 2011 08:06:56 +0000

Is there a way I can get the automated portfolio spreadsheet to work on Excel operating on a Mac OS? Thanks.

By: Jae Jun

Jae Jun — Sun, 24 Apr 2011 00:16:31 +0000

I don’t think STI is an ETF listed on the US exchange. It won’t work because there will be no price information for the ETF. If you find something else, just rename “SPY” in the formulas with whatever you want to use as the comparison.

By: Niv

Niv — Sat, 23 Apr 2011 13:50:34 +0000

I have donwloaded the automated portfolio spreadsheet. How shall I change my index to STI (Straits Times Index Singapore ETF) instead of SPY (S&P500 ETF)

By: Jae Jun

Jae Jun — Sat, 29 Aug 2009 20:01:16 +0000

I don’t think there is anything for Open Office.
Also not sure about whether it will work with Office 97. After all, it is product that is over 10 years old. Office 2002 or even 2003 can be purchased for as little as $10 these days.

By: JeffB

JeffB — Fri, 28 Aug 2009 22:14:59 +0000

re: the auto extraction feature…

Are there any plug-ins that would work with Open Office? or perhaps Office ‘97?

Thanks.

By: Jae Jun

Jae Jun — Thu, 29 Jan 2009 01:17:40 +0000

Ryan,
I sent you an email.

By: Ryan

Ryan — Thu, 29 Jan 2009 00:08:29 +0000

by range I meant today’s price ranges.

By: Ryan

Ryan — Wed, 28 Jan 2009 23:22:21 +0000

OK, new issue. When I open it up with my stocks in the current prices they are not today’s prices. Some aren’t even anywhere in the entire range of prices from Yahoo finance…..Ideas?

By: Ryan

Ryan — Wed, 28 Jan 2009 03:19:51 +0000

gotcha… thanks for your help.

By: Jae Jun

Jae Jun — Wed, 28 Jan 2009 02:55:09 +0000

The Current price will only give you the “current” price. i.e. the latest price. If you bought on Jan 10, today is Jan 27 and you want to compare with price on Jan 20, you will have to make modifications yourself.

By: Ryan

Ryan — Wed, 28 Jan 2009 02:10:10 +0000

what about the “current price” on the individual stocks? Anyway to make them reflect the day entered? For example, I want to compare the purchase amounts of January 7th to the prices of them all on January 14th.

By: Jae Jun

Jae Jun — Wed, 28 Jan 2009 01:47:22 +0000

I am assuming you are talking about the value of SPY on the day you purchased? If so, yes, as long as you enter the “Date of Purchase” the “SPY closing price on date of purchase” will update to the date.

You enter the data in manually into Columns A-E and then everything after that is automatic.

By: Ryan

Ryan — Wed, 28 Jan 2009 01:39:08 +0000

Good news, I managed to work it by copying the entirety of the first two cells and replacing all the pertinent info with my own…. BUT, I have another question. Is it capable of backtracking? Like If I change the “Date of Evaluation” to 1/14/09 then will it back track and put in the values from that day as the current values? I tried just changing the day and I don’t seem to have been successful…. Thanks again for all your assitance.

By: Jae Jun

Jae Jun — Wed, 28 Jan 2009 01:33:37 +0000

I see what the problem is. When you enter a new ticker on a new line or add a new line, you have to drag the formulas from the above cells.

The easiest way for you to do it is just copy the entire row of one of the preset and then paste it onto the new line.

By: Ryan

Ryan — Wed, 28 Jan 2009 01:07:29 +0000

If I use the presets, it works…. But If I try to enter a third stock, even with all the info it will not go….. What’s going on?

TIA.

By: Jae Jun

Jae Jun — Tue, 27 Jan 2009 08:16:38 +0000

You should only have to fill in the ticker and your purchase price, date and quantity. Everything else is then automated.

If the default tickers show values, it works properly. Try typing over the top of it and then see what you get.

By: Ryan

Ryan — Tue, 27 Jan 2009 08:01:38 +0000

Howdy Jae,

What all values do I need to fill in? Should I check the addin from the start or wait till all info is entered and apply it? I put in the info and it doesn’t update though it appears to have done so for the pre-entered tickers….

TUA.