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These are awesome and exactly the kind of formulas I wish I would have been taught earlier on my life! I've personally been using a free spreadsheet-based tool

by usrme 5y ago

These are awesome and exactly the kind of formulas I wish I would have been taught earlier on my life! I've personally been using a free spreadsheet-based tool called the Investment Portfolio Tracker by The Measure of a Plan (https://themeasureofaplan.com/investment-portfolio-tracker/ https://themeasureofaplan.com/investment-portfolio-tracker/) and it's been absolutely wonderful; it never ceases to amaze me how much power spreadsheets have. The author has other tools as well (https://themeasureofaplan.com/tools/ https://themeasureofaplan.com/tools/) and is really responsive via email. Be sure to donate if you find value in his work as I did!

wintermutestwin 5y ago
This looks so awesome, but there is no way that I am putting this kind of personal data into the cloud (and am particularly not wanting to feed Google's stalker AI). From the FAQ, when asked if there was an Excel version: ------------------- Unfortunately not. For those keeping score at home, you’ll know that I have a preference for excel over Google Sheets. However, I haven’t been able to find a reliable way of getting current and historical stock/ETF price data to import automatically into excel. While Office 365 has a new “Stocks” feature that lets you import real-time stock prices into excel, this unfortunately doesn’t work for historical prices (yesterday, last month, last year’s price, etc). This spreadsheet uses historical pricing info to calculate portfolio performance between any two dates, so historical prices are a critical input. ------------------- I'm finding it hard to believe that finance professionals don't have some kind of programmatic access to "current and historical stock/ETF price data." Does anyone know? I'd be willing to pay a reasonable "individual investor" level fee.
- ptrklly 5y ago
  I think CapIQ is most common, but don't think they do individual subscriptions.
- drited 5y ago
  The Datastream excel plugin from Refinitiv is one paid option used by professionals. Or if it is just for personal use you could probably scrape yahoo's historical data tables (check their terms of use etc first of course)

by usrme 5y ago

wintermutestwin 5y ago

This looks so awesome, but there is no way that I am putting this kind of personal data into the cloud (and am particularly not wanting to feed Google's stalker AI). From the FAQ, when asked if there was an Excel version: ------------------- Unfortunately not. For those keeping score at home, you’ll know that I have a preference for excel over Google Sheets. However, I haven’t been able to find a reliable way of getting current and historical stock/ETF price data to import automatically into excel. While Office 365 has a new “Stocks” feature that lets you import real-time stock prices into excel, this unfortunately doesn’t work for historical prices (yesterday, last month, last year’s price, etc). This spreadsheet uses historical pricing info to calculate portfolio performance between any two dates, so historical prices are a critical input. ------------------- I'm finding it hard to believe that finance professionals don't have some kind of programmatic access to "current and historical stock/ETF price data." Does anyone know? I'd be willing to pay a reasonable "individual investor" level fee.

ptrklly 5y ago
I think CapIQ is most common, but don't think they do individual subscriptions.
drited 5y ago
The Datastream excel plugin from Refinitiv is one paid option used by professionals. Or if it is just for personal use you could probably scrape yahoo's historical data tables (check their terms of use etc first of course)