I came across a few good places that shared close to what I was looking for the 2nd spreadsheet over at Reddit was helpful and detailed! So I decided to make one of my own to figure out when can I retire: On top of that, the Personal Capital retirement planner will run a Monte Carlo analysis of your actual spending and savings habits to figure out how close you are to hitting your target retirement date.
Every time you login to your spreadsheet on your phone, computer or anywhere, that is very up to date prices automatically. Would like to Thank Everyone for the support!
I created this in and have received overwhelming responses on how it managed help so many folks who is looking for a sophisticated spreadsheet that you can trust. Would like to thank the first time visitors from Old School Value and Bogleheads. Unfortunately, my IP was banned at Bogleheads for reasons I do not know of!
Why do we need another portfolio spreadsheet? Well I have a few criteria and objectives: Manage your Portfolio based on Transactions Not many Stock Portfolio tool or spreadsheet offer for free tracks your portfolio by transactions. I know because I tried searching for one before I created this.
What is the yield on your cost? How much have you gain up to now. By entering these transactions we will be able to keep record but also good data to easily visualize these questions. You can then construct different review perspective whether it is return on investment or different portfolio category.
Transactions Aggregate to Stock Summary After we enter the transactions as the transactions happen, we can review the stock in the Stock Summary sheet. This is for folks who wish to see the cash inflow and outflow.
The cash portion will aggregate over in Portfolio Summary sheet.
At some place, you need to aggregate the cost and value. This is at Portfolio Summary. When you get familiar, you can also modify it to put Assets that are not so liquid and harder to track Note that the formulas to derive Expected Annual Dividends and Expected Annual Dividend Yield is not coherent.
This is because for some unlisted assets, you forecast the dividends based on the amount while for others you calculate the amount based on the forecast yield.
Capturing Portfolio History 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: It makes use of a Google Script that is triggered every night to copy the data from Portfolio Summary sheet to a new row in Portfolio History You will need to set this trigger when you make a copy of my new spreadsheet.
With the historical data, you will be able to create charts such as: How the portfolio value and cost changes over time. You can keep track of the cash level as well. You can also chart the expected dividends for next year. How do you set the triggers and do I have more info on portfolio history?
Take a look at this separate post. Well that causes money and intuit is not the only provider. Microsoft used to provide MS Money but they have stopped the support for it.
Some folks may have concern with going too far with the app and difficult to switch to an alternative if another MS Money happens to their paid app. You can always download the data as an excel xls or xlsx workbook to backup locally or if u intend to port it to another platform.
Those work only in Google Spreadsheets Access your Stock Portfolio Anywhere One problem with Quicken and local excel spreadsheet is you only can access your portfolio on your computer.
With Google Spreadsheet, your workbook is stored on the Internet. You can access your portfolio from any computer with Internet access.Find helpful customer reviews and review ratings for The Total Money Makeover: A Proven Plan for Financial Fitness at rutadeltambor.com Read honest and unbiased product reviews from our users.
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