Pick the best value stocks with our Stock Ranks, screening and valuation tool. Try the live demo today. To get this kind of information and other exclusive articles before regular readers, get on the VIP Mailing List today. At Old School Value, we focus on providing the best stock analysis software for value investors. There are plenty of tools that analyze stocks, but not much in the arena of well made stock portfolio trackers. There are options like personal finance websites that sync with your brokerage account and automatically update your transactions to make life easier.

However, my investment accounts are with Interactive Brokers which is not supported by any of the personal finance software. I am not an expert in options, so for that, it will be best for you to take this and edit it to match your own needs.

Full credit goes to Investment Moats for his amazing spreadsheet. See it in action. Open up the spreadsheet you just copied to your account. You must open your copy as you cannot edit my version directly.

The default spreadsheet you save to your account has the pre-loaded template data you can follow enter your own transactions. The purpose of the summary tab is to simplify all the transactions you enter into the transactions section of the stock portfolio tracker into an easier to understand format. Rather than going through hundreds or thousands of transaction data to figure out how you are doing, the Summary tab condenses it to a single line per stock.

Remember that the yellow cells are the ones you fill up and the blue cells contain formulas which you copy and paste to the next row. The focus is a simple profit and loss analysis of your portfolio. For every new position, you have to edit the range of the cells for the data to be updated in the graphs.

Click on the table once and a small menu icon appears in the corner. Columns B, D, M, N, Q and R are used in the table with values from row 1 to In the spreadsheet, there are 15 positions. To see the ranges in more detail, click the grid icon next to the range values to bring up this window. After plugging in all my historical transactions, all I can say is that this is my go to portfolio tracker.

Bulkowski's Trading Spreadsheet

With our current offering of stock screening, side by side comparing, valuations and other features you get with Old School Value , the upcoming portfolio tracker is going to be powerful and simple way to keep up to date. If you need a quicker and streamlined way to find new ideas, analyze and value stocks — play with the full live demo. My wife and I are Christians and our focus is to love God and love people.

We are proud supporters of Compassion and are grateful to be sponsoring 8 children. We are ordinary people and understand that we cannot change the world, but we can try.

Call me crazy, but our dream is to one day sponsor 1, children around the world. Thank you for helping us achieve this one child at a time. DEMO FEATURES current PRICING BLOG MORE RESOURCES ABOUT US FAQ CONTACT US LOG IN LIVE DEMO. Get access to my best investing checklists and other value investing resources to boost your investment returns.

The Best Free Stock Portfolio Tracking Spreadsheet using Google Drive April 18, Table of Contents The Best Stock Portfolio Tracking Spreadsheet Main Needs from a Stock Portfolio Tracking Spreadsheet New Stock Portfolio Tracker Spreadsheet How to Save the Stock Tracking Spreadsheet to Your Account How to Use This Portfolio Tracking Spreadsheet Step 1: Editing Transactions Step 2: Updating the Summary Transactions Data Step 3: Interpreting the Portfolio Summary Step 4: How to Edit the Table in the Spreadsheet Step 5: How to Edit the Charts in the Spreadsheet Truly the Best Stock Portfolio Tracker Coming Up.

How to enter transactions. Use the Chart Editor to Edit Ranges of the Table and Chart. Update the Range Based on Your Total Positions. Ready to try Old School Value? PRODUCT Demo Features Pricing Resources Blog My Account.

An Awesome (and Free) Investment Tracking Spreadsheet

COMPANY FAQ About us Send message Refund policy Privacy policy Terms of use. Box Mercer Island, WA OUR MISSION My wife and I are Christians and our focus is to love God and love people.

My Trading Journal (Excel Spreadsheet) — cyzopuk.web.fc2.com

Old School Value LLC is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on OldSchoolValue.

The information on this site, and in its related application software, spreadsheets, blog, email and newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. In no event shall OldSchoolValue. Past performance is a poor indicator of future performance.

The information on this site, and in its related blog, email and newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way.