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1. If you do not have Excel Add-in downloaded, please install the Add-in at https://www.gurufocus.com/excel-add-in
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2. Make sure you login to the Excel Add-in. The username / password is the same as for GuruFocus.com.
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3. This template allows you to add portfolio transactions and track key statistics for the stocks in your portfolio.
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Enter the portfolio name in Cell A15.
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Enter the tickers in Column A. Do not change the formulas in the other cells.
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Add transactions, net dividends and commissions below Row 32. For sell transactions, enter a negative number in "Shares Bought / Sold".
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User Portfolio Template
You can add additional rows by right clicking a row in the table and clicking "Insert 1 Row Above" or "Insert 1 Row Below."
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Key statistics include market cap, GF Score and Predictability. You can read more about the terms below:
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https://www.gurufocus.com/term/mktcap/NAS:AAPL/Market-Cap/Apple
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https://www.gurufocus.com/term/gf_score/NAS:AAPL/GF-Score/Apple
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https://www.gurufocus.com/term/predictability_rank/NAS:AAPL/Predictability-Rank/Apple
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You can add additional columns to the "Key Statistics" section by appending the columns to the right of the table.
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Portfolio 1
Key Statistics
Add additional financial columns to the right
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TickerDate BoughtCost per share boughtPrice per share soldNet dividends less commissionsCurrent PriceGainAnnualized Gain# of Shares Bought# of Shares SoldNet # of SharesValueGain ($)Market CapDividend Yield %Dividends per ShareGF ScoreProfitability RankGF Value RankMomentum RankFinancial StrengthGrowth RankPredictability
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AAPL2022-01-04167.880.00305.00#NAME?#NAME?#NAME?4400440#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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WMT2022-01-04144.650.00510.00#NAME?#NAME?#NAME?2500250#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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BAC2022-01-0749.180.00122.00#NAME?#NAME?#NAME?2000200#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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JNJ2022-01-06171.630.001296.00#NAME?#NAME?#NAME?3000300#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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AMGN2022-01-05225.140.003002.00#NAME?#NAME?#NAME?4000400#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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KO2022-01-0560.790.00466.00#NAME?#NAME?#NAME?3000300#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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TSLA2022-01-06354.900.00-20.00#NAME?#NAME?#NAME?2800280#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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BRK.B2022-01-04308.530.00-100.00#NAME?#NAME?#NAME?1800180#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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INTC2022-01-0453.1451.9478.00#NAME?#NAME?#NAME?280-21070#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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TSM2022-01-06407.240.00286.00#NAME?#NAME?#NAME?2000200#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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HD2022-01-05308.530.001733.00#NAME?#NAME?#NAME?2400240#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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IBM2022-01-24128.82134.01838.00#NAME?#NAME?#NAME?140-8060#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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BABA2022-01-24120.37119.34-200.00#NAME?#NAME?#NAME?280-2800#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?#NAME?
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Cash100000Total Value#NAME?#NAME?
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Add your portfolio transactions below.
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TickerTransaction DateShares Bought / SoldPrice per Share bought / soldNet DividendsTotal Commission
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AAPL1/4/2022180179.740550
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INTC1/4/202228053.1410325
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INTC1/25/2022-21051.9400
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WMT1/4/2022250144.6556050
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BAC1/7/202220049.1817250
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JNJ1/6/2022300171.63131620
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AMGN1/5/2022400225.14303230
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KO1/5/202230060.7951650
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TSLA1/6/2022280354.9020
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HD1/5/2022240308.53175320
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BRK.B1/4/2022180308.530100
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TSM1/6/2022200407.2436680
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AAPL1/26/2022260159.69050
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IBM1/24/2022140128.8291350
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BABA1/24/2022280120.370100
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BABA1/23/2023-280119.340100
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IBM1/26/2023-80134.01025
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