All Stacks Developer

I often need to extract some sample data in Google Sheets and present it in my blog as an HTML table. However, when copying a selected range in Google Sheets and paste it outside the Google Sheets, I only get plain text. In this post, I explain how to copy data in Google Sheets as an HTML table by writing a small Apps Script program. Concept Source Code Demo Concept Write a small Apps Script program copyAsHTMLTable() to transform the selected range in the active sheet into a HTML code for table According to Apps Script documentation, getActiveRange() returns the selected range in the active sheet. According to Apps Script documentation, getDisplayValues() returns the rectangular grid of values for a range. From the rectangular grid of values: Use 2 for loops to iterate row by row and then column by column Each row is wrapped in a HTML row tag <tr></tr> Each col

In investing, it is important to define the target that we want to achieve. Many investors like to compare their portfolios with a market index, but is outperforming the market index a good target? It is not a quantitative target to be measurable as market indexes fluctuate daily. I, personally, aim only for 10% growth a year. If at the end of the year, I see my portfolio grows 10%, I am pleased with that result no matter that S&P500 grows 50% the same year. To see if my stock portfolio grows in line with the 10% target, I choose to compare it to a saving account with the same interest. In this post, I will show you how to use a fictive saving account with daily compound interest as the target to benchmark a stock portfolio. Idea Computation Visualization Evolution of target saving account with 5% annual compound interest Evolution of target saving account with 10% annual compound interest Evolution of target saving account with 15% annual compound interest Conclusion

I have been investing in the stock market for a while. I was looking for a software tool that could help me better manage my portfolio, but, could not find one that satisfied my needs. One day, I discovered that the Google Sheets application has a built-in function called GOOGLEFINANCE which fetches current or historical prices of stocks into spreadsheets. So I thought it is totally possible to build my own personal portfolio tracker with Google Sheets. I can register my transactions in a sheet and use the pivot table, built-in functions such as GOOGLEFINANCE, and Apps Script to automate the computation for daily evolutions of my portfolio as well as the current position for each stock in my portfolio. I then drew some sort of charts within the spreadsheet to have some visual ideas of my portfolio. However, I quickly found it inconvenient to have the charts overlapped the table and to switch back and forth among sheets in the spreadsheet. That's when I came to know the existence

As investors, we always want to see our portfolio grows over time. If a portfolio made a 1000$ of gain in one year, is it good enough? Should we gauge the portfolio's performance against an alternative investment, for instance, a market index? Should we aim to beat that index? In this post, we will see how to compare a stock portfolio to market indexes by using Google Sheets, Apps Script, and Google Data Studio. Select market indexes to compare Method to compare Guides Prepare data with Google Sheets and Apps Script Visualize benchmark in Google Data Studio Demo Conclusion Note References Disclaimer Select market indexes to compare In the context of stock investment, investors can compare the performance of their portfolios over a period of time with an alternative investment such as a market index, a portfolio of another investor, or even a single stock if they don't want any diversification, etc. In general, a market index is a good benchmark because it re

In the series of building personal stock portfolio tracker, we have learned how to use Google Sheets to register transactions . We have then used the pivot table and GOOGLEFINANCE function to compute the latest position of the stock portfolio . We have made a step further to use Apps Scripts to compute automatically and daily the stock portfolio's evolution . However, after all, we have several tables of data as the result which do not tell any story yet. We need to present those data in graphs to understand the portfolio's performance and make improvements accordingly. We can effectively plot graphs in different aspects directly in Google Sheets as it provides many charting tools. However, in my experience, having charts and data in the same spreadsheet is not very convenient because charts and tables tend to overlap each other and of lack of interactivity. We should have a dedicated dashboard to have an overview of the stock portfolio and we can do it greatly with Google Dat

When it comes to investment, it is not only important to know the up-to-date state of portfolio but also to track its evolution day by day. We need to know on a specific day, how much money has been invested in the portfolio, the current market value of owned shares, the available cash and the current profit. Visualizing those historical data points on a time-based graph helps us to identify which transactions were good and which were bad. This post shows how to compute automatically those historical data points by using data in Transactions sheet and the built-in GOOGLEFINANCE function of Google Sheets. A sample spreadsheet can be found in this post Demo stock portfolio tracker with Google Sheets . You can take a look at the sample spreadsheet to have an idea of how the data is organized and related. It is possible to make a copy of the spreadsheet to study it thoroughly. Concept Fetch historical data with GOOGLEFINANCE Automate with Apps Script Create a historical data sheet