![]() Second, since Google Sheets is cloud-based, you can access it anywhere – including your mobile device. First and foremost because of its GOOGLEFINANCE functionality which will automatically update certain fields for you (price, volume, PE, EPS, and on, and on…). In this case, however, I think that Google Sheets is a better option. Particularly with some of my more “intensive” models. I will be using Google Sheets in this tutorial. Also, formatting and charting options should be very similar. Really, any spreadsheet software will do. This “how-to” can be followed along in either Excel or Google Sheets. I’ll no longer be responding to “Requests for access.” Loading… How to make a stock portfolio in Excel, Google Sheets, or any other spreadsheet software ![]() Once you’re in the spreadsheet, click on File > Make a copy to edit. Save some time and download a copy of the Portfolio Spreadsheet here!Ĭomplete the form below and click Submit.Ī link to the Google Sheet will be emailed to you. How to make a stock portfolio in Excel (or Sheets).Use charts to better understand your portfolio and returns.This seems like good information, but it looks like crap!.Fields that are summarized with an equation.We’ve analyzed each stock – what about the overall portfolio?.How to compare gains and losses – apples to apples.Dividends are an important part of your returns – be sure to include them!.Automate Current Price and Gross Current Value in Google Sheets.Don’t type more than you need to, copy down!.What if I have different Purchase Dates for different lots of the same stock?.First things first – enter your headers.How to make a stock portfolio in Excel, Google Sheets, or any other spreadsheet software.Save some time and download a copy of the Portfolio Spreadsheet here!.
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