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OldSchoolValue (< 20)

Free Stock Portfolio Tracking Spreadsheet

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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 spreadsheets.

I’ve probably used 10 or so different portfolio trackers, but nothing met my needs. I don’t do complicated transactions, but still, nothing could really satisfy me.

But 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 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

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.

Get your Free Portfolio Spreadsheet

Here are the full details and instructions for the best free online stock tracking portfolio spreadsheet you can find on the internet.

1 Comments – Post Your Own

#1) On January 18, 2012 at 9:08 PM, kathalpha (58.79) wrote:

Thanks - can't wait to check it out.  ka

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