- How Investors Like to Use Google Finance Portfolios
- Google Finance Portfolio Alternative (Paid Version)
- Entering and Editing Transactions into Old School Value Portfolios
- Viewing Your Portfolio
- Portfolio Performance Charts
- Portfolio Summary
- Free Stock Portfolio Tracking Spreadsheet
- All-in-One Stock Valuation, Analysis & Portfolio Tools
- What is Old School Value?
Google Finance has killed their portfolios feature.
In typical Google fashion, they aren’t afraid to remove features and move on.
Seeing how Google hasn’t updated their Finance site since 2006 (!), it’s not a surprise they are changing things up.
Their biggest rival, Yahoo Finance, has been making plenty of modern UI updates – not for the better though.
- Google Finance Portfolio web version will be discontinued
- Google Finance app won’t support portfolios
Here’s the official posting.
Portfolios deprecation information
In an ongoing effort to make Google Finance more accessible and user-friendly for a wider audience, we’re making a few changes to the service in November 2017.
As part of this updated experience, you’ll still be able to:
- Follow the stocks you’re interested in – the list of stocks in your portfolio will be migrated into the new experience on Google automatically
- Receive the latest industry news and market trends
However, as part of this updated experience, the Portfolios feature will no longer be available. To keep a copy for your records, download your portfolio now.
To give you time to download and consider alternative services, this change won’t happen until mid-November 2017.
How Investors Like to Use Google Finance Portfolios
- see daily gains and losses in real $ amounts and %
- see personal performance for specific stocks, funds and ETF’s
- see investments in an easy to view table
- see relevant news items
- easily add/edit transactions
- not require connection to accounts
- source: reddit
There are plenty of people looking for a Google Finance portfolio alternative or just a straight-up replacement.
Unfortunately there aren’t many free alternatives out there.
If you haven’t used it recently, good. Keep it that way.
Their new updates are a mess. They have reduced functionality for the sake of making it look pretty.
Google Finance kept things simple and to the point.
It wasn’t perfect, but it worked and that’s what I also liked about it.
Google Finance Portfolio Alternative (Paid Version)
We don’t offer a free version at Old School Value, but our premium product includes Google Finance-like functionality with a whole lot more.
- The table format of results you are used to seeing
- Choose from thousands of value-centric data points to customize your table of results
- Edit transactions in a simple table format
- Import transactions via csv
- Export your portfolio via csv
Learn more below:
Entering and Editing Transactions into Old School Value Portfolios
From the edit transactions tab, you can
- enter new or edit existing transactions
- upload or export transactions
- link it to cash balances
For any stock that pays a dividend, the portfolio will automatically include pulls in dividends you would have received. This is included in your portfolio return calculations.
Viewing Your Portfolio
Click on the second tab on your portfolio name. I’ve just called this test portfolio “New Portfolio 2”.
You can customize the table headers by selecting from hundreds of data metrics we make available.
Drill down on your stocks by creating several different reports.
Create a view for FCF numbers, or valuation ratios, or balance sheet related. By keeping the data results focused, it’s easier to keep an eye on your stock from a single application.
Portfolio Performance Charts
Google portfolios is great, but their charts are not.
With the Old School Value stock portfolio, it will calculate your portfolio performance if any transactions are entered. We use a Time Weighted Return calculation and also include equal weighted portfolio performance numbers. This shows you how the portfolio performed if all positions were equally weighted.
By comparing the Total Portfolio Performance and the Equal Weighted Portfolio Performance, you can tell whether your portfolio manager is creating alpha, or whether bad allocation is playing a role.
We took things a step further as we focus on making data easy to interpret.
For any portfolio where transactions are entered, a summary page will be generated and updated.
Here’s a breakdown of what is what.
Free Stock Portfolio Tracking Spreadsheet
Although Google Finance is eliminating the portfolio, it doesn’t mean their entire finance site will be shut down.
If you are looking for free portfolio software only, you can create a stock portfolio tracking spreadsheet using Google sheets.
The downside is that we have no clue how long the google finance functions from within Google sheets will last.
All-in-One Stock Valuation, Analysis & Portfolio Tools
As I mentioned earlier, our portfolios feature is not a free tool.
What you get in addition to the portfolio is a suite of fundamental analysis and valuation tools to help you make quicker and better decisions. Rather than having to process thousands of data that comes flying your way from all directions, Old School Value is focused on clearing out noise and helping you focus on your analysis.
If you’re after an all-in-one stock valuation and tracking solution, and believe that having the right tool for the job is important, check out the live preview of AMZN, MSFT, BAC, AAPL, FB and RHI.
What is Old School Value?
Old School Value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell.
It is a stock grader, value screener, and valuation tools for the busy investor designed to help you pick stocks 4x faster.
Check out the live preview of AMZN, MSFT, BAC, AAPL and FB.