## Posts

Showing posts with the label Stock Portfolio Tracker

### Compute cost basis of stocks with LIFO method in Google Sheets

The Last In, First Out (LIFO) method is an accounting method used to calculate the cost basis of a stock portfolio. It is the opposite of the First In, First Out (FIFO) method, where the oldest shares are sold first. In the LIFO method, the most recent shares are sold first. In the previous post Compute cost basis of stocks with FIFO method in Google Sheets , I explained how to implement FIFO method in Google Sheets to compute cost basis in stocks investing. In this post, I explain how to implement LIFO method in Google Sheets to compute cost basis in stocks investing.

### Compute daily evolution of a stock investment portfolio by using only built-in functions of Google Sheets

To effectively track a stock investment portfolio, it is necessary to know its evolution in the past. As I use Google Sheets to track my stock investment portfolio, I have researched and successfully implemented several solutions. In this post, I am happy to share in detail how to compute the daily evolution of a stock investment portfolio by simply using only the available built-in functions in Google Sheets.

### Use SPARKLINE column chart to create price chart with reference price

I own and follow several stocks in my investment portfolio. I pick a reference price for each stock. To effectively track the movement of a stock, I need to visualize its 52-week prices based on the reference price that I determined. In this post, I explain how to do so with the SPARKLINE column chart in Google Sheets.

Anyone using Google Sheets to manage stock portfolio investment must know how to use the GOOGLEFINANCE function to fetch historical prices of stocks. As I have used it extensively to manage my stock portfolio investment in Google Sheets , I have learned several best practices for using the GOOGLEFINANCE function that I would like to share in this post.

### Use SPARKLINE to create 52-week range price indicator chart for stocks in Google Sheets

The 52-week range price indicator chart shows the relative position of the current price compared to the 52-week low and the 52-week high price. It visualizes whether the current price is closer to the 52-week low or the 52-week high price. In this post, I explain how to create a 52-week range price indicator chart for stocks by using the SPARKLINE function and the GOOGLEFINANCE function in Google Sheets.

### Compute cost basis of stocks with FIFO method in Google Sheets

After selling a portion of my holdings in a stock, the cost basis for the remain shares of that stock in my portfolio is not simply the sum of all transactions. When selling, I need to decide which shares I want to sell. One of the most common accounting methods is FIFO (first in, first out), meaning that the shares I bought earliest will be the shares I sell first. As you might already know, I use Google Sheets extensively to manage my stock portfolio investment, but, at the moment of writing this post, I find that Google Sheets does not provide a built-in formula for FIFO. Luckily, with lots of effort, I succeeded in building my own FIFO solution in Google Sheets, and I want to share it on this blog. In this post, I explain how to implement FIFO method in Google Sheets to compute cost basis in stocks investing.

### How to calculate the internal rate of return (IRR) and the net present value (NPV) of a stock portfolio with Google Sheets

As a long-term investor, I need to know how to evaluate the performance of my stock portfolio. A simple return on investment calculation is not a good indicator for long-term investment because it does not take into account the holding duration, and cash flows involved during that period. A return on investment of 80% after 20 years is not as impressive as it sounds after 1 year. In this post, I explain the idea of using Google Sheets to calculate the internal rate of return (IRR) and the net present value (NPV) of a stock portfolio.

### 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.

### 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.

### 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 for a stock investment portfolio with Google Sheets by simply using pivot tables.

### 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, I explain in details how to perform correlation analysis among stocks in Google Sheets.

### 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

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.

### Create personal stock portfolio tracker with Google Sheets and Google Data Studio

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 existen

### 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.

### Stock Portfolio Tracker Dashboard With Google Data Studio

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 Data

### 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 Data Studio

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. The dashboard below is built with Google Data Studio and visualizes data stored in the spreadsheet that can be found in the post Demo stock portfolio tracker with Google Sheets . The dashboard below is not an image, it is a real one and is interactive. You can change some filters to see data from a different perspective. For instance, you can change the date range or select a particular stock. NOTE: An enhanced version was published at Create personal stock portfolio tracker with Google Sheets and Google Data Studio .

### 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

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.