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The first sheet, named Read This First contain the information about the spreadsheet. The “Read This First” contains instructions on how you can make use of this spreadsheet.It also contains notes on amendment that I constantly do to this spreadsheet.those are inserted at the Transactions sheet and this stock portfolio tracker will auto-compute all those blue cells for you. )Note: The stock name is used not just in this sheet but also “Transactions”, so whenever you make a name change here do change the corresponding stock transactions tagged to this stock name.The “Last Price” is determine by which data source is available.Those work only in Google Spreadsheets)One problem with Quicken and local excel spreadsheet is you only can access your portfolio on your computer. The spreadsheet only works on Google and if you download it and use it in Microsoft Excel, it will not work.The Google Spreadsheet can be found here [Link to spreadsheet Make a copy… Once you have made a copy you would need to understand a few things.Yellow cells – these are cells that user will need to fill in appropriate data input.Light blue cells – these are cells that will be computed by Stock Portfolio Tracker automatically. Drop down selection – these cells are user inputs but they are fixed values that are derived from “Ref” sheet or other cells.
Stock Portfolio Tracker do not have this problem because it’s stored as a spreadsheet in Google Docs in the Internet cloud.While portfolio summary gives you a snapshot of how your portfolio performs currently, you might want to keep track of the overall portfolio over time.The Portfolio History sheet is very simple: With the historical data, you will be able to create charts such as: The unrealized gains/losses of your portfolio over time.Should your stock be unsupported by Google Finance, if you specify the stock symbol in Yahoo Finance, Stock Portfolio Tracker will automatically update your stock data with values from Yahoo Finance.
Should your stock belong to exchange supported by Google Finance (e.g. The difference between Google and Yahoo is that Yahoo supports more decimal places, Google can only go up to 2 decimal places.
US exchange), entering the quote will enable Google Spreadsheet to automatically update your stock data every time you review your spreadsheet. Yahoo takes last trade price while Google seem to take active trade price.