There is now an even better version available. The new and updated version of the best free stock tracking portfolio spreadsheet. Go check it out now.
The new year is just around the corner and maybe it’s time to reorganize your portfolio tracking spreadsheet or method. Whether it be through a stock tracking service or an investment tracking spreadsheet, keeping track of your performance in very important.
I have an automated portfolio tracking spreadsheet based off a template, that compares the performance between my investments and the S&P500 ETF (SPY) that utilizes the amazing SMF add-in to automatically pull the historical quotes.
Google Docs is great because you can now link Google Finance to a Google Spreadsheet. You can get 20 min delayed quotes, PE, EPS, change %, historical prices, etc automatically for any ticker.
So if you have a Google account, here are some simple formulas and steps to start creating your own portfolio spreadsheet online.
Google has their own predefined finance functions to make this real easy. The syntax is =GoogleFinance(“symbol”; “attribute”);
To get the last price of a stock, simply enter into a cell
If you have a list of stocks in column A, you can do something like
Pretty easy. Other functions can be found on the Google help page.
To get the price change enter the following
=GoogleFinance(A2,”change”) & “ (” & GoogleFinance(A2,”changepct”) & “%)”
Again, this formula assumes you have a list of tickers in Column A starting at row 2. Click on the image below or go to the portfolio tracking spreadsheet page if you are not sure.
The syntax for this function is: =GoogleFinance(“symbol”, “attribute”, “start_date”, “num_days|end_date”, “interval”)
A little tricky but very easy in practice.
In the online investment tracking spreadsheet, I enter the stock purchase date in column E. I then use the historical stock data function to get the closing price of the S&P500 ETF on the day I bought a particular stock. So if I bought GOOG on 1/1/2008, the stock purchase date in column E would 1/1/2008 and the formula to get the same closing price of the SPY ETF would be
Basically, all you need is the price and historical stock price formula to start tracking a portfolio but you can always add more if you want to.
Some others you can use include:
Of course I won’t let you go empty handed. I’ve now gone ahead and put an online version of the stock portfolio spreadsheet on Google Docs. So now all the information will be constantly up to date and you can access it anywhere, anytime. You can then export it as an excel file, pdf or openoffice file for record keeping.
To access it simply follow this link to the investment tracking spreadsheet. Anyone can view it but to be able to use it, you’ll just need to create a Google account.
To use it, you first need a Google account and then have to copy it to your own account.
If you now double click on the “Current Price” or “SPY Close on Purchase Date” you will see the formula I mentioned above.
When you want to enter your trade information, enter the details only in the yellow columns. Then highlight the non yellow cells, and drag down with the right hand corner box.
And you get the following
So that’s how you add transactions and you do the same for the positions you have sold. The performance tab is updated automatically so nothing to do there.
The free portfolio tracking spreadsheet unfortunately cannot account for dividends, splits, ticker changes and such. These things will have to be updated manually. You could then make it better by including graphs and other goodies.