stock portfolio tracking spreadsheet

The Best Free Stock Tracking Spreadsheet using Google Sheets

April 18, 2017 | Read Now

A stock portfolio tracker using Google Drive with advanced functions than your average tracker. Get it for yourself.
A project that I’ve always had, was to improve on my stock portfolio tracking spreadsheets.

During this time, I’ve probably used 10 or so different portfolio trackers, but nothing met my needs. I don’t do complicated transactions, but still, nothing could really satisfy me.

But those four long years have passed, and I believe I finally have a version that will serve my needs and fulfill its purpose for a long time.


The Evolution of Warren Buffett’s Career from 1936 to 2013

Take a look at how Buffett’s career evolved and what he invested in throughout the years.


How Warren Buffett Interprets Financial Statements

Get insights into how Buffett would analyze financial statements.


10 Uncanny Investment Principles by Charlie Munger

Buffett may be the best investor in the world but he wouldn’t be there without Charlie Munger.

In keeping with our intent to observe “how he seems to do it,” we will recap his approach by using the “checklist” methodology he advocates.

The following principles are not employed by Charlie on a one-by-one or one-time fashion as the checklist format might seem.

Read on to learn Charlie Munger’s uncanny investment principles.


Free Benjamin Graham Formula Valuation Spreadsheet

In this article, I’ve applied Benjamin Graham’s formula to a free Graham Formula spreadsheet that will allow you to quickly value the intrinsic value of a company the Benjamin Graham way.


Benjamin Graham Formula & Stock Valuation

Learn how to value stocks using a simple formula created by Ben Graham. A quick way to estimate the range of a stock for value investors using growth numbers. Download the companion Graham formula spreadsheet.


Calculate the Change in Working Capital and Free Cash Flow

Today is the day the dust on the topic of changes in working capital finally settles.

Read this page slowly, and download the worksheet to take with you because the whole topic of changes in working capital is very confusing. Spreadsheet includes examples, calculations and the full article.

It’s taken a lot of thought over many years to fully understand this idea of what the “change” in changes in working capital actually means and how it should be applied to valuation and financial analysis.


Warren Buffett Timeline: His Evolution as an Investor

Take a look back in history to see how Buffett evolved to the investor and businessman he is today. From his childhood, to working with Graham followed by setting up his partnership and the Berkshire investment that started it all. Guest author Daniel Rudewicz provides a look at the investment framework of Buffett with this brief bio on Buffett.

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