Sample Portfolio by AAI
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ABCDEFGHIJKLMNOPQRS
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TickerSharesBasis%->CostValueWt.% ChPrice52wk HI52wk Lo%->LowP/EDiv.YieldMCAPCloseBetaIncomeMCAP (B)
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APD25.4891.6769.52%$3,960.102.91%-8.49%155.4171.49133.630116.29%24.163.82.2535.93168.61.0796.8365435.93
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AWR36.2231.4897.84%$2,255.811.66%9.70%62.2858.4441.1451.39%39.521.021.812.4656.240.136.9448082.46
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BBL218.6539.163.90%$8,897.056.55%-9.76%40.6945.328.7341.63%12.481.723.8591.8344.661.11376.0857491.83
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BBVA500.279.94-39.86%$2,991.592.20%-54.85%5.989.3456.34-5.68%8.50.4238444.5832.759.260.94212.034411932.75
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BDX47.3884.58181.51%$11,280.808.30%0.58%238.09236.74169.1940.72%556.7231.2765.84236.711.19142.141265.84
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BP325.7619.25128.60%$14,333.5210.55%1.39%4443.988833.132.93%15.812.45.53105.7343.390.85781.82856105.73
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CAT62.6278.6666.94%$8,223.236.05%-30.13%131.32173.2490.3445.36%20.743.121.8376.69170.891.58195.37377676.69
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CLX61.0076.3899.75%$9,306.776.85%5.30%152.57150.4118.8728.35%25.273.362.3320.68144.480.28204.9620.68
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CSX110.0019.73244.40%$7,473.405.50%15.03%67.9460.0444.559752.47%9.750.81.3961.3157.731.278861.31
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CVX35.4676.8453.75%$4,189.563.08%-12.21%118.14133.88102.5515.20%16.054.323.26227.50132.561.12153.198864227.50
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BP325.7619.25128.60%$14,333.5210.55%1.39%4443.988833.132.93%15.812.45.53105.7343.390.85781.82856105.73
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OHI110.0032.98-0.10%$3,624.502.67%18.48%32.9535.1426.0126.68%26.112.649.837.0826.860.13290.47.08
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TD100.1940.3639.73%$5,650.774.16%-5.89%56.460.5445.1824.83%13.182.44.02#N/A59.721240.45816#N/A
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UL91.5140.1534.54%$4,943.323.64%-5.57%54.0260.1340.306134.02%24.661.68682.96123.7557.030.77154.3573812123.75
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UTX10.0085.0051.39%$1,286.800.95%-5.07%128.68137.73106.8520.43%20.912.82.07104.23135.211.0928104.23
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VZ10.0044.0024.77%$549.000.40%2.62%54.953.6942.828.27%7.662.364.41248.7953.460.4623.6248.79
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VOD10.0030.00-32.67%$202.000.15%-59.21%20.232.7524.31-16.91%#N/A1.0983123.4241.5232.160.9510.9831241.52
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WFC76.5540.9829.08%$4,048.772.98%-22.39%52.8964.7549.277.35%12.431.562.41249.2064.731.01119.419248249.20
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DE28.4186.6068.49%$4,145.043.05%-16.77%145.91170.73105.6438.12%22.152.41.4147.57170.380.9768.1796847.57
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ESV450.2232.32-74.60%$3,696.322.72%15.35%8.2112.034.1100.24%#N/A0.040.582.806.951.8318.0088722.80
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JNJ57.6982.7368.07%$8,022.185.90%-6.54%139.05148.32110.7625.54%248.793.362.27391.54148.140.58193.847808391.54
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KMI526.4634.78-48.30%$9,465.726.97%-9.18%17.9823.0116.687.79%#N/A0.52.5538.1419.630.69263.229238.14
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KO64.5539.3217.83%$2,990.772.20%-2.27%46.3347.540.2215.19%77.221.483.12213.5547.380.695.539476213.55
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TOTAL106,747.7627.28%$135,870.56100.00%-6.57%
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These cells should be manually entered to match your own accounts after entering in your stocks in the brokerage tabs
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*Note: Only ticker symbols listed above will be pulled from the Brokerage 1,2,3 tabs. You can keep additional tickers on other tabs you don't want here
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This is the first and main tab, it's purpose is a combination of up to 3 brokerage accounts put together which are the next 3 tabs you see
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*You are free to download this for personal use, I just ask you to leave a comment. All feedback is welcomed and will help with improvements.
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*You will need to be logged into your gmail account in order to select "File", then either "Make a copy" or "Add to My Drive". If you clicked the link before logging into google, you will need to close the link then click on it again after logging in.
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Yahoo discontinued its API, entire spreadsheet is getting reworked. You have probably been stuck on "loading". The API I'm currently using is from Alpha Vantage. https://www.alphavantage.co/ .
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Directions for adding the new API to your spreadsheet: 1.) Go to Tools > Script Editor 2.) Get authorization to use the script 3.) click drop down and select IMPORTJSON 4.) Click Run
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Original ArticleLINK BACK
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