Comments on: Online Investment Tracking Spreadsheet

By: Jae Jun

Jae Jun — Tue, 03 Jan 2012 17:18:39 +0000

@ Samuel,
Click the link in the image
https://docs.google.com/spreadsheet/ccc?key=0AlkTYa6J3P_pdFpHOTMzNE1hMlEyQUVoY3hISVZOaUE&hl=en_US

By: Jae Jun

Jae Jun — Tue, 03 Jan 2012 17:13:24 +0000

@ goodgenie4u,
1. I don’t know.
2. no. Only price.
3. Yes
4. Yes.
5. You will have to calculate the adjusted cost basis.
Google is just a tool. It won’t do anything unless you tell it to. There are lots of limitations still which is why I still prefer to do it in excel.

By: Samuel

Samuel — Tue, 03 Jan 2012 08:59:57 +0000

Hi Jae,
Sorry, I am not familiar with Google docs and had trouble copying your google spreadsheet (1/2/12).
I am using Windows 7. I tried with both Internet Explorer and Firefox. When I clicked on the link:

http://spreadsheets.google.com/pub?key=tZG9334Ma2Q2AEhcxHIVNiA&gid=2

I could only get “Save As” a Web page or HTML after clicking on File->Save As …
I couldn’t find a way to save as an Excel file.
With your comment to @Kay, I couldn’t figure out what you meant by:
“Try again by clicking on one of the images. It will load to the proper screen so that you can save it to your account.”
I tried the different tabs ie holding, sold, performance, index. None of them had the “edit this page” either. Any suggestions?
Thanks.
Samuel

By: goodgenie4u

goodgenie4u — Mon, 02 Jan 2012 16:42:56 +0000

Brilliant use of Google. As a senior I have BCE.TO stocks that were part of my emplyee monthly savings plan for 29 years. The dividends were reinvested. I have the onerous task of computing the Adjusted Cost Base of this stock to determine Capital Gains exposures and find ways to offset some with CG Loses. I am wondering….

(1) Will Google Finance’s historical data base go as far back as 1973?
(2) If so would it automatically factor in dividends reinvested/
(3) Would it factor is stock splits?
(4) I will have to enter the stocks purchase info, every time as part of the savings plan each year.
(5) Is it possible for Google finance to compute the Adjusted Cost Base?

If this is not possible, I get the feeling I will have to look at all my quarterly statements and manually compute this. These are on line calculators, but I am reticent of their security as well as the stability given the large number of transactions (4 DRIPS and 1 purchase per year x 35 years)

Any computing solution you suggest, with built automatic accurate computing (formulae) would be great. I can enter the numbers accurately.

Thanks

By: Scott

Scott — Tue, 27 Dec 2011 02:31:30 +0000

I was finally able to access your free online portfolio tracker spreadsheet. However, how do you get the equity curve graph in the performance tab embedded in the online version?

By: Scott

Scott — Sat, 24 Dec 2011 04:46:43 +0000

The following does not work, when I’m logged into Google there is no “file” location:

Thanks for the tip. Here is the link.
http://spreadsheets.google.com/pub?key=tZG9334Ma2Q2AEhcxHIVNiA&gid=2

Go to file and download as then select excel. Then upload it back to your google docs account.

By: Scott

Scott — Sat, 24 Dec 2011 02:49:14 +0000

Hi, Your reference “(an improved version of the online portfolio tracking spreadsheet is available)” but I cannot find anywhere to access, instructions to create, or download the online version as seen here: https://spreadsheets.google.com/spreadsheet/pub?key=0AlkTYa6J3P_pdFpHOTMzNE1hMlEyQUVoY3hISVZOaUE&gid=1

By: Jae Jun

Jae Jun — Mon, 05 Sep 2011 17:29:32 +0000

@ Kay,

Try again by clicking on one of the images. It will load to the proper screen so that you can save it to your account.

By: Kay Waterfield

Kay Waterfield — Sun, 04 Sep 2011 18:14:44 +0000

Hi Jae… I don’t know how old your link is from your post with “Thanks for the tip. Here’s the new link…” but I am still (9/4/11) unable to download (I’m on a Mac) or to edit. It seems identical.
Mac doesn’t have “Download” under FILE menu. I can only “Save As” a Web page or HTML.

I really thank you for the work you’ve done here!! I truly would appreciate being able to share. (I do already have a gmail account and use Docs regularly.)

By: Jae Jun

Jae Jun — Mon, 22 Aug 2011 19:07:02 +0000

At this point, there is no plan. I was working on one but it didn’t work out. Just ended up spending a lot of money. I want to do it in the future, but I need the right people to help me make it possible.

By: Tom Vogt

Tom Vogt — Mon, 22 Aug 2011 16:13:06 +0000

Do you have any plans to develop your Stock Valuation Spreadsheet for use on MAC? I think you would find an active group of MAC users willing to purchase your program.

Tom

By: Jae Jun

Jae Jun — Fri, 22 Jul 2011 16:43:36 +0000

Thanks for the tip. Here is the link.
http://spreadsheets.google.com/pub?key=tZG9334Ma2Q2AEhcxHIVNiA&gid=2

Go to file and download as then select excel. Then upload it back to your google docs account.

By: DP

DP — Thu, 21 Jul 2011 04:20:32 +0000

Jun,
As you are owner of the spread sheet you need to make few changes so that any one can save it.
Here are the steps.
Go to share link on the right side of the spread sheet.
Select publish as a web page > Click stop publishing.
Then Close the window.
Again go to Share Menu > Select Share > Change who has access. > Select Anyone with the link.
Then you will get a link to share window with a link.
Now share that new link in this blog page.
Everyone will have option to save the spreadsheet from the file menu.

By: Jae Jun

Jae Jun — Thu, 14 Jul 2011 16:28:08 +0000

Yes Google changed the way docs are shared. Not sure how to get people to be able to save it to their own account.
The best method so far is to follow the instructions in the article and create your own. You’ll learn more in the process as well.

By: JJ

JJ — Thu, 14 Jul 2011 08:32:05 +0000

Hi Jae, love the Blog!
Need further help though.
I too, do not get the “Edit this page” option, therefore cannot copy to my Google Docs!
Any further help would be appreciated.
Thanks.

By: Jae Jun

Jae Jun — Tue, 05 Jul 2011 17:14:51 +0000

@ DP,

It seems like Google changed the way they share. The edit this page seems to have disappeared. I’ll see whether there is a way to edit it.

By: DP

DP — Tue, 05 Jul 2011 09:30:52 +0000

I followed below steps. However I am not getting “Edit this page” option.
I am not able create a copy of this spreadsheet. Please help me.
Thanks,
–DP
To use it, you first need a Google account and then have to copy it to your own account.

Create Google account if you don’t have one
On the portfolio page, scroll down to the bottom of the page and click on “Edit this page”
Click on “File” -> “Make a copy” -> OK
You have now successfully copied it to your own account
If you now double click on the “Current Price” or “SPY Close on Purchase Date

By: bpowerstv

bpowerstv — Sat, 09 Apr 2011 16:02:07 +0000

Thanks much i have been trying dozenes of “portfolio trackers” and excel sheets, trackign LONGS is easy, but need to keep track of SOLD results too!

By: Andrew

Andrew — Sun, 06 Mar 2011 00:44:33 +0000

I used this spreadsheet as a basis for tracking stock purchases. I work in various currencies and tried to automatically import the exchange rates on the day of the trade for tax purposes (example =importData(\http://currencies.apps.grandtrunk.net/getrate/2009-11-12/CAD/USD\). I wish I knew before getting as far as I did that Google spreadsheet will only support 50 imports per document. What a stupid restriction. Grrrrrrr

By: Jae Jun

Jae Jun — Mon, 31 Jan 2011 15:48:43 +0000

I’m creating a new excel spreadsheet that should provide more and better functionality than this online one. Google spreadsheets still has too many limitations.