Tagged: google spreadsheets

173

Dividend Stock Portfolio Spreadsheet on Google Sheets

Welcome! Thanks for wanting to learn more about my Dividend Stock Portfolio Tracker on Google Sheets. Advantages: Simple and easy to use Lives on Google Sheets, allowing your portfolio to be saved automatically and available on any of your devices Majority of functions are automated Includes a transaction sheet to...

7

“Clean” Version of Dividend Portfolio Tracker

I’m excited to let you guys know about an update to my dividend portfolio tracker. I’ve had a few people ask for my help in editing the spreadsheet to get their own stocks to show up. In helping these people, I realized how difficult it can be to get everything...

5

Calculating Your Annualized Return – XIRR Function

As the end of the year approaches, many of us will be writing blog posts about our portfolio and its performance over the past year. While it is easy to look at the starting and ending values and determine the percent change, this formula isn’t really what we should be...

29

Investing Formulas for Google Spreadsheets

The page describing my portfolio spreadsheets was getting a little confusing with all the formulas. To simplify things I’ve decided to pull all the importxml and importhtml formulas that I’ve used over the years to retrieve such data as dividend yield, latest stock price, 5-year dividend CAGR, etc into this...