ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
This analyzer is provided as a free resource for passive investors, and is not intended as a means to compare prospective investment opportunities.  The results of this analyzer do not constitute investment advice, but do serve as an informative and objective means to analyze the user’s current investments.  The acceptance of the analyzer by the investor does not create any form of business relationship with Spartan Investment Group, LLC, or any of its’ Principals or employees.
3
4
Throughout this file, light-gold shaded cells (like this one) denote data-entry cells,
where the user should enter or select data.
5
How do I add a new investment?
6
Enter the information for the new investment in the top portion of the Data Entry sheet, then click the "Save New Investment" button.
Note that:
• Phone number may be entered as digits only (such as 7045551212) but will display in phone number format: (704) 555-1212
• Dates will be displayed in m/d/yyyy format
7
8
How do I enter my investment returns?
9
Enter the investment name, date of return, and amount of return (and the portion, if any, that is a return of principal) in the lower portion of the Data Entry sheet, then click "Save Return".
10
11
How do I view my returns for a particular investment?
12
In the Investment Summary sheet, select the investment in the dropdown (cell B5). Then select the period (monthly, quarterly, or annually) to display the returns data. The summary table will update automatically.
Note that the summary table will display "#N/A" values if no investment is selected.
13
14
How do I view a summary of my entire portfolio?
15
The Portfolio Summary sheet shows summary data for each investment.
You may adjust the starting year of the table in cell G4.
Should an investment be missing from the Portfolio Summary, the user may copy and paste an existing row of data, and then select the missing investment in column B, to create an entry for that investment.
16
17
Where is my investment / returns data actually stored?
18
There are hidden sheets (Investments, and Returns) that store the information you've saved. You can manually edit your data, if desired, by simply unhiding the Investments and/or Returns sheet, and manually updating the data. Any changes you make will be immediately reflected in the Investment Summary and Portfolio Summary sheets.
19
20
How do I remove an investment?
21
Clicking the "DELETE" link (at the far right in the Portfolio Summary sheet) will completely remove all records for the selected investment from this file. The DELETE link includes a "safety" popup message requiring confirmation of the action, to avoid inadvertent deletions.
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100