stock portfolio tracking spreadsheet

The Best Free Stock Portfolio Tracking Spreadsheet using Google Drive

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.

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.

balance sheet ratios

20 Balance Sheet Ratios Every Investor Must Know

20 balance sheet ratios to help you determine the financial health of a company & includes a PDF download.

Stock Valuation 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.

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.

The OSV Stock Portfolio Tracker Feature

A visitor favorite is the free stock portfolio tracking spreadsheet using Google Sheets. For 90% of people, it covers most of what you need.

OSV Online app now has its own portfolio feature.

It’s finally here.

discount rates

Discount Rates for Value Investors

What You’ll Learn
– The difference between an investors discount rate analysis and corp finance discount rates
– How to choose a discount rate
– How to apply discount rates as a stock investor
– Rules of Thumb for deciding on discount rates

How to Calculate a DCF Growth Rate

DCF is so easy to calculate and it can be very useful to investors. Why is DCF effective in calculating growth rate and why this can become a trap for value investors?

Ready to try Old School Value?