How To Create a Simple Stock Portfolio Tracking Spreadsheet From Scratch Using Google - Part 2

Опубликовано: 17 Октябрь 2024
на канале: GenExDividendInvestor
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How To Create a Simple Stock Portfolio Tracking Spreadsheet From Scratch Using Google – Part 2

Check out my recent release of my new 2.0 spreadsheet portfolio tracker product!    • Best Dividend Stock Spreadsheet Portf...   Very very cool!

This is a follow up video to my Part 1 tutorial video (   • How To Create a Simple Dividend Stock...  ) where I've added a variety of things.

NOTE: Here is a link to a spreadsheet (https://bit.ly/2LASCJy) where I made a better/more correct stock transaction history sheet, so you can store all your transactions on it rather than by sheet per stock (you would just do an insert, and then drag down the appropriate cells). I accidentally said cost basis vs average price in this video, so that link I included should be more useful.

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Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.

INFO:
How do I create a logo?
Go into the cell, and insert-image-image in cell, google image search, and search for company logo. Click the one you want and then click insert.

How do I create the sparkline?
See Discord -- I can't use the brackets needed here per Google.

How do I create the 5 year Div CAGR?
=((J2/I2)^(1/5))-1
Where J2 is the dividend paid out in 2020 q1, and i2 is the dividend paid out in 2015 q1.

IEX
https://iexcloud.io/

API documentation for IEX:
https://iexcloud.io/docs/api/#api-ref...

ImportJSON code
http://www.chicagocomputerclasses.com...

I was hoping I could link all the other formulas here, but YouTube is blocking them out. So, if you log onto my Discord server, and click on the rules-and-faq-and-info channel, then click on the "FAQ..." document -- the formulas are all in there. Sorry about that -- didn't know Google had these limitations until after I posted my vid!

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#StockPortfolio #GoogleSpreadsheet