Comments on: Improved Investment Tracking Spreadsheet

By: Jae Jun

Jae Jun — Wed, 21 Dec 2011 17:39:50 +0000

this one doesn’t take into account any cash holdings. Purely a holdings tracking spreadsheet.

By: Brad

Brad — Wed, 21 Dec 2011 16:32:55 +0000

How do you account for cash contributions without skewing the portfolios actual return on investments?

By: Jae Jun

Jae Jun — Tue, 19 Apr 2011 04:07:06 +0000

You have to update the dates manually then click and drag down the non highlighted cells to populate the ones beneath.

By: bpowerstv

bpowerstv — Sun, 17 Apr 2011 11:16:48 +0000

How do you update the INDEX for the Google docs on line portfolio tracking spreadseht?? The dates i have are for 2009.. ??

By: GrahamNetNet

GrahamNetNet — Thu, 20 Jan 2011 11:31:21 +0000

Hi Jae,

I’ve discovered your online spreadsheet and I think there is a mistake in the charting of the S&P500:
On tab index, for the column M6 you use the formula =I6*100+M5 to compute the S&P500 change from the begining of the year wich is incorrect.
IMO, the correct formula instead is =(G6-$G$4)/$G$4

The difference is that the S&P500 should be lower about ~3% in many plotting point…

By: Jae Jun

Jae Jun — Tue, 12 Jan 2010 01:56:20 +0000

freddyclho,

Im sure the google spreadsheets works on the Safari browser as well.

By: freddyclho

freddyclho — Tue, 12 Jan 2010 00:43:17 +0000

Is there any chance you would come up with a spreadsheet work on Mac?