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1. If you do not have GuruFocus Tools installed, please install the add-on at https://www.gurufocus.com/google-sheets-add-on
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2. You can download this template at https://drive.google.com/drive/folders/1f-uK_5VJvLffk1fXJqE7oxeDulMVkOAY
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3. Make sure you click File -> Make A Copy of this template into your Google Drive before using.
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4. This template allows you to track your portfolio and add key statistics.
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Enter the portfolio name in Cell A17.
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Enter the tickers in Column A. Do not change the formulas in other cells.
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User Portfolio Template
Add transactions, net dividends and commissions below Row 36. For sell transactions, enter a negative number in "Shares Bought / Sold".
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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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5. 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
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TickerDate BoughtCost per share boughtCost per share soldDividends earned less commissionsCurrent PriceGainAnnualized Gain# of shares bought# of shares soldNet # of sharesValueGain ($)Market CapGF ScorePredictability
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AAPL2022-01-04167.880.00305.00#LOGIN!#VALUE!#VALUE!4400440#VALUE!-73120.4#LOGIN!#LOGIN!#LOGIN!
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WMT2022-01-04144.650.00510.00#LOGIN!#VALUE!#VALUE!2500250#VALUE!-35402.5#LOGIN!#LOGIN!#LOGIN!
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BAC2022-01-0749.180.00122.00#LOGIN!#VALUE!#VALUE!2000200#VALUE!-9514#LOGIN!#LOGIN!#LOGIN!
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JNJ2022-01-06171.630.001,296.00#LOGIN!#VALUE!#VALUE!3000300#VALUE!-49893#LOGIN!#LOGIN!#LOGIN!
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IBM2022-01-24128.820.00863.00#LOGIN!#VALUE!#VALUE!1400140#VALUE!-17031.8#LOGIN!#LOGIN!#LOGIN!
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AMGN2022-01-05225.140.003,002.00#LOGIN!#VALUE!#VALUE!4000400#VALUE!-86654#LOGIN!#LOGIN!#LOGIN!
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BABA2022-01-24120.37119.34-200.00#LOGIN!#VALUE!#VALUE!280-2800#VALUE!-488.4#LOGIN!#LOGIN!#LOGIN!
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HD2022-01-05308.530.001,733.00#LOGIN!#VALUE!#VALUE!2400240#VALUE!-72074.2#LOGIN!#LOGIN!#LOGIN!
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MSFT2022-01-20301.600.00371.00#LOGIN!#VALUE!#VALUE!1500150#VALUE!-44719#LOGIN!#LOGIN!#LOGIN!
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KO2022-01-0560.790.00466.00#LOGIN!#VALUE!#VALUE!3000300#VALUE!-17471#LOGIN!#LOGIN!#LOGIN!
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TSLA2022-01-06354.900.00-20.00#LOGIN!#VALUE!#VALUE!2800280#VALUE!-99112#LOGIN!#LOGIN!#LOGIN!
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BRK.B2022-01-04308.530.00-100.00#LOGIN!#VALUE!#VALUE!1800180#VALUE!-55455.4#LOGIN!#LOGIN!#LOGIN!
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INTC2022-01-0453.1451.9478.00#LOGIN!#VALUE!#VALUE!280-21070#VALUE!-3823.8#LOGIN!#LOGIN!#LOGIN!
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TSM2022-01-06407.240.00286.00#LOGIN!#VALUE!#VALUE!2000200#VALUE!-80962#LOGIN!#LOGIN!#LOGIN!
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V2022-01-21205.930.00241.00#LOGIN!#VALUE!#VALUE!1700170#VALUE!-34597.1#LOGIN!#LOGIN!#LOGIN!
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Cash100000
Total Value
#VALUE!-680318.6
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Add your portfolio transactions below.
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TickerDate of transactionShares bought / soldBuy price / sell priceNet dividendsTotal commission
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AAPL2022-01-04180179.740550
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INTC2022-01-0428053.1410325
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INTC2022-01-25-21051.9400
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WMT2022-01-04250144.6556050
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BAC2022-01-0720049.1817250
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JNJ2022-01-06300171.63131620
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AMGN2022-01-05400225.14303230
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KO2022-01-0530060.7951650
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TSLA2022-01-06280354.9020
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HD2022-01-05240308.53175320
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BRK.B2022-01-04180308.530100
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TSM2022-01-06200407.2436680
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AAPL2022-01-26260159.69050
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IBM2022-01-24140128.8291350
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BABA2022-01-24280120.370100
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BABA2023-01-23-280119.340100
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MSFT2022-01-20150301.639625
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V2022-01-21170205.9326625
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