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 Stock Spreadsheet

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polarzbearz
post Oct 19 2020, 12:38 PM

Gracie
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Senior Member
4,816 posts

Joined: Apr 2007


For those interested, can also use my spreadsheet. I published it for free initially for fundsupermart users but over time I've moved on to other vehicles (incl. Malaysia / Foreign stocks)

The spreadsheet might be quite heavy though.

Links in my signature or read more here: https://forum.lowyat.net/index.php?showtopi...&#entry98487565
polarzbearz
post Oct 19 2020, 09:42 PM

Gracie
*******
Senior Member
4,816 posts

Joined: Apr 2007


QUOTE(Havoc Knightmare @ Oct 19 2020, 08:03 PM)
You have a great thing going there, though I'm wondering why don't you move to Google Sheets, since Google Sheets is superior in so many ways.

For instance, my portfolio file on google sheets is able to save my end-of-day portfolio value, without having to open the file at all. Google scripts can be automated to be triggered on a time basis, without requiring one to open the file on a daily basis and pressing macro buttons. So I get a summary of how my portfolio of stocks on Bursa, SGX and HKEX have evolved over the last 3+ years as per the chart below. All without pressing buttons and running macros. I only have to key into my sheet my trades and dividends received, with google sheets taking care of everything else.

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Dang, that's actually pretty neat! Personally I thought about it a few times but was too lazy to re-do everything again on Google Sheets and that kinda held me back sweat.gif

Maybe I should really spend some time and look into it hmm.gif My snapshot is only as good as the times I remember to refresh it laugh.gif There's some obvious "holes" on certain month when I forgot to even open the sheet tongue.gif tongue.gif

user posted image

 

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