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stock portfolio tracking spreadsheet

The Best Free Stock Portfolio Tracking Spreadsheet using Google Drive

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.


Changes in Working Capital and Owner Earnings – The Complete Guide

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.


How to Value a Stock with the Benjamin Graham Formula

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.


balance sheet ratios

20 Balance Sheet Ratios Every Investor Must Know

There’s only one reason why I continue to hold the majority of my portfolio in US stocks.

Reporting and transparency requirements by the SEC rocks.

Without it, calculating the below balance sheet ratios would be a nightmare.

The following list of ratios can be applied to both the public and private sector. At Old School Value, we apply these ratios to help discover undervalued stocks to invest in. It makes a big impact by helping you avoid falling knives and value traps.

Here we go.

Let’s get straight into the 20 balance sheet ratios to help you determine the financial health of a company.


7 Cash Flow Ratios Every Value Investor Should Know

When it comes to doing a liquidity or solvency analysis, using the cash flow statement and cash flow ratios is a much better indicator than using the balance sheet or income statement ratios.

Gross margins are important but it doesn’t tell you whether a company can survive or not.

The PE isn’t much help too.

Unfortunately, cash flow statement analysis gets pushed down to the bottom of the to do pile, but not here. Read on.


portfolio calculation

How to Calculate Your Time Weighted Return Portfolio Performance

What You’ll Learn
– Why you should use Time Weighted Returns
– Portfolio performance examples and how to do it
– 2 different methods we use


15 Point Common Stock Checklist by the Father of Growth Investing

Buffett is more Fisher than Graham in this day and age. That’s why studying Phil Fisher’s investment style is a great way to bolster your own investment wisdom.


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.

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