These functions will automatically be refreshed when you open the spreadsheet or change the ticker symbols on the Portfolio sheet.
Remember not to edit the light green cells on the right side of the page.
This will be populated once you enter data on the Transactions sheet.
151xb Hs MKp NBt HPb1tsac GWzoa CKYG9QH6 The spreadsheet is free and will always be available for free.
However, if you find this spreadsheet useful, please consider donating to support my coffee fund and hosting costs. and then either “Make a copy…” or “Add to My Drive”.
If you have a lot of historical data, you have a couple of choices.
You can either 1) take the time to enter each and every purchase, sale, and received dividend with the dates they happened, or 2) figure out your current cost basis and make a single purchase for that amount in the year you originally purchased the stock.
Drop down selections – These allow you to pick from a predefined list. You can change the validation for these drop down selections by choose …
when selecting the desired cell or column of cells. This is the main page where you will enter the stocks you own.
Light green cells – These contain formulas and are automatically calculated by the spreadsheet.
If you enter data into these cells you are overwriting formulas. Red and dark green cells – These are a subset of the light green cells and reflect losses and gains.
The company name can be whatever you want, but the symbols for US traded companies should match how they show up on IEX.