The Best Free Stock Portfolio Tracking Spreadsheet. The Best Stock Portfolio Tracking Spreadsheet. A project that I’ve always had, was to improve on my stock portfolio tracking spreadsheets. During this time, I’ve probably used 1. 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. Main Needs from a Portfolio Tracking Spreadsheet. Enter transactions into a single column without splitting up different transactions. Spreadsheet should be able to automatically update how many shares I’m holding for any company. Account for dividends. Account for splits. I don’t do options so I have no need for such transactions. Don’t see why it would be hard for you to edit though. Previous Versions of the Portfolio Spreadsheet.
The original portfolio spreadsheet could only factor in simple buy and sell transactions and had to separate it. Then a Google spreadsheet version was released which made it easier to track but not being able to automatically update the cumulative number of shares held for each position, made keeping track difficult. The improved portfolio spreadsheet even had an interactive time line to track the portfolio growth but it never really took off. Too much hassle of having to update the portfolio values regularly. Also bad to look at your total portfolio that often as well. Now this new stock portfolio tracking spreadsheet blows it all out of the water. It doesn’t solve everything but it does most of what I need. New Stock Portfolio Tracker Spreadsheet. Free Stock Portfolio Tracking Spreadsheet. January 18, 2012 – Comments (1) Here we go ladies and gents. A project that I’ve always had, was to improve on my stock portfolio tracking.ExcelTemplates.net is the premier destination for free downloadable Excel Templates. The Excel Employee Vacation Tracking Calendar Template can help immensely by. The Excel Portfolio Tracking Template by Business Spreadsheets (http:// allows the ongoing tracking of the value and performance of a financial investment portfolio. Portfolio Analysis Calculate Beta With Historical Market Data. Get the complete list of Yahoo stock ticker symbols in an Excel spreadsheet – over 158000 ticker symbols for stocks, ETFs, mutual funds, warrants and more. Full credit goes to Investment Moats for his amazing spreadsheet. See it in action. The creator is a Singaporean investor and it will work right away with what he has, but I made some edits to tailor it for the US exchanges (including pink sheets, OTC and ADR’s) and to clean it up a little. So you have two options. Use the original or use my edited version. How to Use and Get a Copy for Yourself. Full details and instructions can be found on Investment Moats’ website. Read the “Read me section” in the spreadsheet as well. Unlock the link to the spreadsheet by clicking a button below. Yellow cells is where you manually enter data. Aqua colored cells are formulas so do not overwrite. To save a copy into your own account, do the following: How to Edit the Charts in the Spreadsheet. I’ve added three charts to the summary tab. For every new position, you will have to edit the ranges for it to be reflected in the graphs. I will show you how here. There is a tab called “Charts. Data” which holds and sorts the data for the graphs by market value. No need to change anything in the “Charts. Data” tab. This tab is only used to display and sort data. Do not enter anything in this section. Below is one of the graphs/tables in the Summary section. Click on the table once and a “Chart” menu will appear. Click that and in the menu you can edit the chart. Editing Your Chart. Select Edit Chart to bring up the chart editor. Use the Chart Editor to Edit Ranges of the Table and Chart. The data range is: Chart. Data! B1: B1. 1, Chart. Data! D1: D1. 1, Chart. Data! M1: N1. 1, Chart. Data! Q1: R1. 1Columns B, D, M, N, Q and R are used in the table with values from row 1 to 1. In the spreadsheet, I only have 1. Identifying the Rows and Cols. E. g. Again thanks to Investment Moats for bringing it to my attention. You need to have Java installed on your computer for this to run though. It is still in beta stage so expect bugs and limited documentation but a very good freebie. Import feature doesn’t work too well so if you have hundreds of transactions to enter, it will take you a long time. But still, better than most. Truly the Best Stock Portfolio Tracker. After plugging in all my historical transactions, all I can say is that I’m hooked with this version. It has made tracking my portfolio and other stocks so much easier. I will continue to add good features to this Stock Portfolio Tracking Spreadsheet.
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