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Compute cost basis of stocks with LIFO method in Google Sheets

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

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.
How to use WEEKDAY function to get last Friday in Google Sheets

How to use WEEKDAY function to get last Friday in Google Sheets

As I manage my stock investment portfolio in Google Sheets, I need to see its evolution over time, for example, in the last year. However, the computation for daily evolution is resource-consuming and might cause performance issues for the spreadsheet. As an alternative, I compute only the weekly evolution of the investment portfolio for the last year. For each week, I compute only the portfolio's value at the end of the Friday. For that, I need a Google Sheets formula to return the last Friday for a given date. This post explains how I do that with the WEEKDAY formula in Google Sheets.
GOOGLEFINANCE Best Practices

GOOGLEFINANCE Best Practices

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.