ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
2
3
4
1Pick stocks!
5
2Each tab is a stock.
6
3All you need to do is enter the ticker symbol in the top left (cell A1), the current date (B2), how many shares you want to buy in cell (C2), and whats the current price of the stock (D2)
7
4Then, just adjust the formula in cell A4 and H1 to contain the dates you want to monitor the stock for! (ideally your start date + two months/however long you want!)... A4 will populate daily values and H1 will populate weekly.
8
5If you need more tabs, just duplicate one of them and make the same changes in steps 3 through 4!
9
6
When in doubt... just update any cell that is this color, and you'll be good to go! If it's not this color, don't update it!
10
7If you want to just hold stocks for a period and see how they perform, you don't have to do anything! Each tab will update to show you the daily value and growth. But if you want to sell/buy stocks in the iterim, just log your sale on the section on the side, and your current portfolio will be updated automatically
11
12
13
14
Have any questions? Feel free to tweet me! @britt_joiner
You can also watch a screenshare walkthrough of this sheet here
15
**note - i took out the summary tab because it wasn't as helpful as i initially thought it would be. feel free to add in and create your own
16
** i also removed the weekly section in each tab because it wasn't as useful as i thought it would be! again, feel free to add back in and make your own!
17
18
19
20
21
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