Hello all...Thank you for the suggestions and help. This will probably be the last version of the sheet unless there is some amazing ideas.
My Stock Tracker Sheet - Version 3
- A quick "How-To Use The Sheet":
- IMPORTANT - As soon as you get it, make a copy to your google drive so you always have a good copy.
- Enter your ticker symbols on the "Stock and ETFs" and "Mutual funds" tabs.
- Go to the corresponding "Transactions" tab and enter the information in the yellow boxes.
- Use a date to get the true "Compound Annual Growth Rate" or CAGR (Explained here)
Major changes from Version 2:
- Added a tab for "Financial Data" - This pulls four years of financial data from "Yahoo finance" for any company that is put into the yellow box.
- Added the "Compound Annual Growth Rate" box, "Average Price Paid" box, and the "Portfolio Change in $" box on the Stock and ETFs tab and Mutual funds tab.
- Overhauled the "transactions" tabs for both Stocks and ETFs/Mutual Fund.
- Removed rows from both of the Stock and ETFs and Mutual funds tabs. There are now 50 Stocks and 14 Mutual funds that can be entered (Instead of the 70+ rows originally)..
- Added Dividend in % and $ per year.
- DON'T ADD COLUMNS OR ROWS ON ANY SHEET - ALSO, ONLY PUT INFO IN THE YELLOW BOXES. There is a good chance that the data on the sheets will be pulling from incorrect places if you don't follow these two simple steps.
Previous versions
Submitted March 19, 2019 at 07:15PM by Tettamanti https://ift.tt/2UFuwjQ
