![]() Creating a stock data type in Excel, image created by author. ![]() If you are entering a stock symbol or stock name that could be traded on multiple stock exchanges, then make sure to select the appropriate exchange on the data selector off to the right hand side of the page (see image below).įigure 3. Then navigate to the data ribbon, and click on the stocks data type. Next, in any cell on the spreadsheet enter a stock symbol or stock name. ![]() Creating a new tab, image created by author. Portfolio and image created by author.īefore readers start to use the example portfolio on the file, I recommend navigating to a new tab by right clicking on the plus button at the bottom of the screen (see image below).įigure 2. Example portfolio using Excel stock types. How to Use Excel Stock Typesīefore we start to discuss how to use Excel stock types, I encourage readers to open the following Excel file which contains a sample portfolio that I created for the purposes of this article (see screen shot below).įigure 1. I will also demonstrate how this works via a You Tube clip below as well as an Excel file that readers can use for their own use. The short article below will demonstrate how Excel users can easily utilize this new and powerful feature. As of the writing of this article this Excel feature is available for Excel 2016 for Office 365. Some of them doable and others are beyond my powers.ĭo up vote this page by Like or Google Plus it.In 2018 Microsoft ( MSFT) made a change to Excel that allowed users to link live stock data to an Excel spreadsheet. I will be looking into how to improve it. The detail instructions how to use it can be found in this Conclusion This stock portfolio tracker can be copied from the original copy. You can also published it as a PDF report if you want to share with others If you do not want to always login and view, this is a good mediumīecause you can publish it as a site, you can always quickly view your portfolio at a glance. Google spreadsheet enables you to publish as a website for all to view. If you want to keep hard copy you can do so as well Publish as a web page. If you are a blogger you can share your records with your readers. With the Link to Share you can share it with your followers as well Publish your stock records in different ways! You can set whether they are able to view or edit. The same can be done with business partners as well. I am not really good with spreadsheets but if you are you could even make it better (hope you will share with me how to do it as well!) Edit it with your spouse, business partner, friends or followers!Īs this is a Google Spreadsheet you can have your spouse and yourself maintain one single portfolio. If you are an excel or spreadsheet nut, the sky is the limit. You can review your returns by year or by month. Review your Yearly Gains/Losses and Dividends Collected Set up well and you can see at a glance your forecasted dividend returns based on your total yield on cost. Review your forecasted dividends collected annually Compare dividend yield on cost versus current market yieldįor dividend investors, you may be interested to know what is your average yield on the shares you owned and what is the current yield should you buy it today.ĭividend per share prices are not automatic, but you can grab them off other information portal and input them here. You will be able to see your unrealized gains/losses, realized gains/losses, how much dividends are collected, your current cost on units, current cost and market value. The Stock Summary section aggregates the transactions to their stocks. ![]() Aggregates Gains and Losses of your Transactions, Stock Cost and Current Market Value One problem with coming out with your own spreadsheet is you need to figure out how to calculate if you sell 3000 out of 10000 shares what is your average cost. Calculates the average cost of units sold This application enables you to enter buys, sells, dividends, stock splits, rights issues, bonus shares, dividend reinvestments. Wouldn’t it be great if the application tracks by transactions? This application does. Track your Stocks by Transactionsįor long term investors, you will have many buys and sells, and you will have a lot of dividends, the occasional stock splits. This application is not so much for the traders (though you guys can modify it to your liking) but for long term investors who wants to monitor their stocks through a long period and see their returns and losses at a glance. ![]()
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