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How to convert column index into letters with Google Sheets

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?
How to copy data in Google Sheets as HTML table

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.
Compare stock investment portfolio to compound interest saving account

Compare stock investment portfolio to compound interest saving account

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.
Demo stock investment portfolio tracker with Google Sheets and Google Data Studio

Demo stock investment portfolio tracker with Google Sheets and Google Data Studio

I am happy to announce the release of LION stock portfolio tracker. It is a personal stock portfolio tracker built with Google Sheets and Google Data Studio. The stock portfolio's transactions are managed in Google Sheets and its performance is monitored interactively on a beautiful dashboard in Google Data Studio. You can try with the demo below and follow the LION stock portfolio tracker guide to create your own personal stock portfolio tracker with Google Sheets and Google Data Studio.
Compare stock investment portfolio to market indexes

Compare stock investment portfolio to market indexes

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.
Compute daily evolutions of a stock portfolio with Google Sheets and Apps Script

Compute daily evolutions of a stock portfolio with Google Sheets and Apps Script

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.
Demo stock investment portfolio tracker with Google Sheets

Demo stock investment portfolio tracker with Google Sheets

As explained in the post Create personal stock portfolio tracker with Google Sheets and Google Data Studio , a personal stock portfolio tracker consists of 2 main elements: a spreadsheet in Google Sheets and an interactive dashboard in Google Data Studio. You can take a look at the sample spreadsheet below 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. NOTE: An enhanced version was published at Create personal stock portfolio tracker with Google Sheets and Google Data Studio .
Manage Stock Transactions With Google Sheets

Manage Stock Transactions With Google Sheets

The first task of building a stock portfolio tracker is to design a solution to register transactions. A transaction is an event when change happens to a stock portfolio, for instance, selling shares of a company, depositing money, or receiving dividends. Transactions are essential inputs to a stock portfolio tracker and it is important to keep track of transactions to make good decisions in investment. In this post, I will explain step by step how to keep track of stock transactions with Google Sheets.
Google Apps Script tips and tricks

Google Apps Script tips and tricks

When working with Google Apps Script, there are some tasks that I need to perform quite often. For that, I create a list of snippets that I can easily copy whenever needed. In this post, I share my useful snippets and my tips and tricks when working with apps script. If you have any snippet/tip/trick, you can share in the comment section.
Monitor stock investment portfolio with Pivot table and GOOGLEFINANCE function in Google Sheets

Monitor stock investment portfolio with Pivot table and GOOGLEFINANCE function in Google Sheets

As an investor, it is important to know the latest state of the stock portfolio. We need to know what stocks currently owned in the portfolio, how many shares for each one, how much dividend or gain contributed so far by each stock, etc. As we have registered stock transactions in a spreadsheet with Google Sheets, we can easily have the latest update from the stock portfolio by using pivot tables and GOOGLEFINANCE function.