Today, I wanted to take some time to discuss something that many of you are perhaps not familiar with. I’m guessing that I’m not the only one who uses Excel to calculate the value of my portfolio and track my investments. There are many different ways to get this done.
#1-Excel – Most people that maintain their spreadsheets in excel tend to update the prices manually which can be fine if you have only a couple of stocks. There is an even better way which is to create a macro to capture stock prices from a site such as Yahoo finance as I discussed some time ago.
#2-Software such as Mint or Microsoft Money – In the past, I also used software where I could enter my stock trades and the value of my portfolio would be updated automatically. That tended to work very well.
#3-Google Spreadsheets– This is not as known but you can also use Google Spreadsheets. Those are very similar to Excel but they are “cloud based” and there are some built in functions that can be used which are very neat. You can see a screenshot of such a document here:
Basically, you use functions that are unique to Google Spreadsheets which rely on Google Finance, those make it possible to get stock prices but also other types of information such as a company’s financials, etc. Among other things, one attractive feature is that prices are updated on a live basis. I highly encourage you to see my sample spreadsheet here:
There are many different things that can be done and I might go into more details in the near future. I do however encourage you to take a look at their tutorials here.
I would love to hear if you’ve ever tried using Google finance functions in Google spreadsheets and if so, how that has gone.
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Ben
Yes, love it. But it has some quirks when you call up historical data where it fills in more cells than just the data you asked for.
Experiglot
Agreed and honestly I expected these types of queries to improve much more than they have in recent months, not sure why it’s not more of a priority, unfortunately. It is still very useful though.
Chris
I use it as well! I love it and hope for further improvements on german stocks.
I`m desperately looking for a way to delete this disclaimer when u embed the sheet.
Do you have any ideas?
Cheers, Chris
Experiglot
@Chris – Thanks for the good words:) What disclaimer are you talking about exactly?
Chris gieristgut
when u click on my link you’ll see a google sheet embed in my blog.
yes this is google! and there is a disclaimer which pisses my off quite hard :) cheers chris
Leslie
@Chris – Ah I see, don’t think so no, but it’s probably not a bad idea for you to have it as well in case there is an error and someone decides to sue because of it..yeah a bit annoying
Chris gieristgut
you are right. it is still ugly as hell. if i could design it a bit different, that would be great!
Cheers
GEORGE HATTAN
this probed
S. B.
I maintain a stock portfolio with Google Docs and have found it very useful. The fact that it updates prices automatically and I can access it from anywhere is very nice. I can also embed it in blogs and other pages.
Roma
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