Perfect for offices, manufacturing plants, artists. The Excel inventory template also tracks stock reorder level, reorder time, quantity to reorder, and whether the item is discontinued to help you stay on top of your ordering. Use the inventory list template to note items in stock by name, description, and unit price. Keep track of parts and products with this inventory template for Excel.
![]() First and foremost because of its GOOGLEFINANCE functionality which will automatically update certain fields for you (price, volume, PE, EPS, and on, and on…). In this case, however, I think that Google Sheets is a better option. Particularly with some of my more “intensive” models. I like Excel and use it often. Also, formatting and charting options should be very similar.I will be using Google Sheets in this tutorial. The formulas should be the same. Excel 2008 Charts How To Add QualityThe amount of information you can glean from an investment’s current or historical data is almost limitless.But, since this how-to is meant to serve as a starting point, I tried to keep things elementary. Click on “Google Sheets > Blank spreadsheet”.Okay, you should be ready to go, so let’s get into it.Want to know how to add quality stocks to your portfolio? Read this post:DETAILED STOCK VALUATION SPREADSHEET WITH WALK-THROUGH First things first – enter your headersBefore you enter any information about your stocks or any formulas for calculations, you’ll want to lay the foundation of the spreadsheet by determining what information you want to see.For this example, things were kept relatively simple. If you don’t already have one, click here for instruction on how to set one up.Once you have your Google account set up, go to Google Drive and select “New” in the upper left-hand corner. Just my opinion though, use whatever you’re most comfortable with.In order to follow along in Google Sheets, you’ll need a Google account. But, I thought Office 365 (or whatever it’s called) fell way short. I am a Microsoft fan in general and a big Excel fan in particular. Xbob emulator macHere’s what that looks like:Want to track your dividend stocks’ yield, income, and growth? Read this post:CREATE AN AMAZING DIVIDEND TRACKING SPREADSHEET Input some basic stock dataAs mentioned earlier, this portfolio spreadsheet will consist of information you already know and information that you need to calculate.The Name, Symbol, Purchase Date, Purchase Price, and Shares fields are all information you should already have. Therefore, in B2, I’ll enter “Portfolio updated:” and I’ll bold everything I just entered (Ctrl+B). So, I’ll start in B5 and enter across to N5.Additionally, I like to know the as-of date for when I last updated a workbook such as this. Personally, I like to leave a little space at the top and the left-hand side of my spreadsheets. What if I have different Purchase Dates for different lots of the same stock?That’s a bit of a conundrum. But, if you want an accurate calculation of your Annualized Gain/Loss do your best to find it. Particularly the Purchase Date. You may have more stocks or fewer stocks.Google Sheets and Excel can certainly handle everything you have in your portfolio.It might take some digging on your part to unearth this information – even if you have an online broker. But, unless you calculate a weighted-average Purchase Date and Purchase Price, a lot of your calculations are going to be erroneous.Personally, I would separate the lots out and then group all of the dividend information under the lot you purchased first – for simplicity’s sake.Click to enlarge Formula time! Purchase CostAt the risk of oversimplifying things – I’ll clarify for those of you who are completely new to spreadsheets…Every formula begins with an equal sign (=). The only potential problem here is when it comes to allocating dividends (if any) to the different lots.Second, you could group all of the lots together. But, there are a couple of ways you might work around it.First, you could just list each lot separately. ![]() Why “Gross?” Because, later, we’ll add dividends in order to get a Net Current Value.Gross Current Value = Shares × Current PriceIn cell I6, type the following formula: “=F6*H6”. If you’re using Excel, or otherwise opt not to utilize the GOOGLEFINANCE function, you’ll have to enter the Current Price manually.With the Current Price, you can now calculate a Gross Current Value. Only type what’s in bold.With the GOOGLEFINANCE function, you don’t have to worry about looking up the price (and other basic information, if you wish) and then manually typing it into Google Sheets! Always accurate and always up-to-date (though not real-time).Copy the GOOGLEFINANCE function down for all of your stocks. Don’t type the very first and very last quotes, though. Note the equal sign (=), and the quotes around “price”. But, if they currently have something similar, I’m not familiar with it.It gives you the ability to connect to Google Finance through a formula and populate Google Sheets with information about an individual stock.For instance, if, in cell H6, you type “ =GOOGLEFINANCE(C6,”price”)” the Current Price of the stock entered on row 6 will be populated and automatically updated. This will total your returns from capital gains and from dividends and give you an accurate picture of the stock’s performance.Net Current Value = Gross Current Value + Total Dividends Rec’dIn cell K6, enter the following: “=I6+J6”. Totaling all of your returnsWith dividend information gathered, you can now calculate the Net Current Value. Just know that your return numbers won’t be 100% accurate.More about adding dividends to your stock tracker spreadsheet. If this seems like too much trouble, you can forgo including dividends. But, as I said, dividends can make a huge contribution to the returns received for a particular stock. Also, be sure to update this information every time a stock pays a dividend.It’s more trouble than it should be, for sure. Copy it down…This formula compares your Gain/Loss in dollars to what you paid for the shares of stock you own. As usual, copy that down for the rest of the stocks.Total Gain/Loss % = Total Gain/Loss $ ÷ Purchase CostIn cell M6, type the following formula: “=L6/G6”. Let’s focus on the first two columns first.Total Gain/Loss $ = Net Current Value – Purchase CostThis is the difference between the value of the stock now (including dividends received) and what you paid for it.In cell L6, enter the following formula: “=K6-G6”.
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