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Create dividend income tracker with Google Data Studio

With transactions registered, it is easy to create a dividend income tracker with Google Sheets. However, a dividend income tracker in Google Sheets is not interactive. Instead of having different pivot tables and switching forth and back among them, I can create an interactive dividend income tracker with a single-page report on Google Data Studio. In this post, I explain how to create a dividend income tracker with Google Data Studio. Manage stock transactions with Google Sheets Create a report in Google Data Studio and connect to Transactions data sources in the spreadsheet Use Time series chart to track annual dividend amount Use Pie chart to visualize the contribution of dividend among stocks Use Pivot table to track annual dividend per share and annual dividend yield of stocks Use Pivot table to track dividend amount by month and by year Demo Conclusion References

Time value of money, Present Value (PV), Future Value (FV), Net Present Value (NPV), Internal Rate of Return (IRR)

Why do I use my current money to invest in the stock market? Because I expect to have more money in the future. Why do I need more money in the future than now? Because of many reasons, the same amount of money will have less purchasing power than today. Therefore my investment needs to generate more money than today to protect my purchasing power in the future. That is the main concept of the time value of money where one dollar today is worth more than one dollar in the future. Present Value (PV), Future Value (FV) Net Present Value (NPV) Discount rate Internal Rate of Return (IRR) Conclusion Series: how to calculate internal rate of return (IRR) and net present value (NPV) for a stock portfolio in Google Sheets Present Value (PV), Future Value (FV) At 10% annual growth rate, an investment of 1000$ will be worth 1000 * 110% = 1100$ after 1 year, and will be worth 1000 * 110% * 110% = 1210$ after 2 years. The future value of 1000$ after 2 years at the

Create a dividend income tracker with Google Sheets by simply using pivot tables

As my investment strategy is to buy stocks that pay regular and stable dividends during a long-term period, I need to monitor my dividends income by stocks, by months, and by years, so that I can answer quickly and exactly the following questions: How much dividend did I receive on a given month and a given year? How much dividend did I receive for a given stock in a given year? Have a given stock's annual dividend per share kept increasing gradually over years? Have a given stock's annual dividend yield been stable over years? In this post, I explain how to create a dividend tracker with Google Sheets. Manage stock transactions with Google Sheets Create dividend tracker with Google Sheets Track annual dividend amount of stocks Track dividend amount by month and by year Track annual dividend per share of stocks Track annual dividend yield of stocks Demo Conclusion References Manage stock transactions with Google Sheets I use a spreadsheet on Goo

Stock Correlation Analysis With Google Sheets

Correlation is a statistical relationship that measures how related the movement of one variable is compared to another variable. For example, stock prices fluctuate over time and are correlated accordingly or inversely to one another. Understanding stock correlation and being able to perform analysis are very helpful in managing a stock portfolio investment. In this post, we will look at how to perform stock correlation analysis with Google Sheets. Understanding correlation and its applications in stock investing Stock correlation analysis with Google Sheets Getting started User guide Conclusion Understanding correlation and its applications in stock investing The most familiar correlation measure is the Pearson product-moment correlation coefficient . The strength of the relationship between two variables is expressed numerically between -1 and 1. For example: Two stocks are positively correlated when their prices always go up or go down together. Their coefficient

How to convert column index into letters with Google Apps Script

Although Google Sheets does not provide a ready-to-use function that takes a column index as an input and returns corresponding letters as output, we can still do the task by leveraging other built-in functions ADDRESS , REGEXEXTRACT , INDEX , SPLIT as shown in the post . However, in form of a formula, that solution is not applicable for scripting with Google Apps Script. In this post, we look at how to write a utility function with Google Apps Script that converts column index into corresponding letters. With the solution in the form of a formula , we don't even need to understand how column index and letters map each other. With apps script, we need to understand the mapping to come up with an algorithm. In a spreadsheet, columns are indexed alphabetically, starting from A. Obviously, the first 26 columns correspond to 26 alphabet characters, A to Z. The next 676 columns ( 26*26 ), from 27th to 702nd, are indexed with 2 letters. [AA, AB, ... AY, AZ], [BA, BB, ... BY, BZ],

How to convert column index into letters with Google Sheets

In Google Sheets, rows are indexed numerically, starting from 1, but columns are indexed alphabetically, starting from A. Hence, it is pretty straightforward to work with rows and trickier to work with columns as we need to convert between column index and corresponding letters. For example, what are the letters of column 999th in Google Sheets? In this post, we will look at how to convert a column index into its corresponding letters by using the built-in functions of Google Sheets. What are letters of the column 999th in a spreadsheet? Unfortunately, Google Sheets does not provide a ready-to-use function that takes a column index as an input and returns corresponding letters as output. However, there is a little trick of combining other available built-in functions to do the task. In Google Sheets, there is the ADDRESS function that returns the cell reference, according to the specified row index (first parameter) and column index (second parameter) in the input. For example,

How to copy data in Google Sheets as HTML table

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 Implementation Source Code Demo HTML table code HTML table visualization Getting Started Conclusion Concept On a spreadsheet, users select a range that they want to copy as HTML table. With the selected range, users trigger a command Copy AS HTML table . The command can be added to the toolbar, or to the contextual menu, or accessed via a keyboard shortcut. The command is executed to transform the selected range into HTML code for table. The HTML code can be added to the clipboard or can be displayed somewhere so users can copy it manually. The HTML table must consist of all displayed cells of the selected range and the widths