This sheet is now OBSOLETE. You can find the latest version here:

https://docs.google.com/spreadsheets/d/1GqusdLl8PqLbShMfNCR2jTrr0cbA1jNPmaRJyavKEq8/edit?usp=sharing

You are welcome to continue using this spreadsheet as its simpiler than the newer version but I will stop updating this version now.

If you are a paying member to one of The Motley Fool's services you should be able to watch the replay of a demonstration of this spreadsheet here:

https://www.fool.com/premium/coverage/4056/coverage/2020/12/21/motley-fool-live-december-21/

Part 1 covers: Getting started, updating the current holdings tab and the stock return summary, selling a stock, finding tickers in google, sorting, filtering, Q&A

You can view part 2 here:

https://www.fool.com/premium/coverage/4056/coverage/2021/01/22/motley-fool-live-january-21-2021/

Part 2 covers: Recovering from disaster, hot keys, quick sums, correcting multiple tickers on Stock return summary, making notes, getting data from Fidelity, Aziz ratio, adding to winners, finding tickers in google

You can view part 3 here:

https://www.fool.com/premium/coverage/4056/coverage/2021/01/29/motley-fool-live-january-29-2021/

Part 3 covers: Quick recap, sorting pivot tables, duplicate/missing stocks on stock return summary page, change in comp date, treemap, watch list

You can view part 4 here:

https://www.fool.com/premium/coverage/4056/coverage/2021/02/05/motley-fool-live-february-5-2021/

Part 4 covers: How to find out key questions in your portfolio and Jason and I compare our portfolio's and the answers.

You can view part 5 here:

https://www.fool.com/premium/coverage/4056/coverage/2021/02/22/motley-fool-live-february-22-2021/

Part 5 covers: Quick overview, navigating pivot tables (and the "Summary by" tabs),, updating graphs, the sells and sell gain pages along with some Q&A

Instructions for getting started

1. First, copy this spreadsheet to your google drive to enable you to edit for your own use.

Select the File>Make a copy option from the menu and save it to your google drive.

2. Go to the new file you created in your own google drive. You should be able to edit it now.

3. Got to the Current holdings tab and insert the following data (in blue bold) for each stock you currently own below my sample data

Use a short description of the account. Make sure you spell it the same each time and don't add spaces or extra characters.

Stock symbol. You know something is wrong if the "current stock price" column doesn't populate

Purchase price per share

Date the stock was purchased

Number of shares purchased

This field is totally up to you how you fill it in. You can leave it blank or use it to track your buys by service as I've done.

This field is totally up to you how you fill it in. You can leave it blank or use it to track your buys by tax status as I've done.
You could also use it to track stocks owned by different kids in the same account.

NOTE: If you have holdings with Fidelity or Etrade check out the last tabs to the right as they contain tools to make downloading transaction easier.

NOTE #2:: If you are downloading from another broker, be sure that your columns are in the same order as the current holdings tab to save you time after pasting into the google sheet.

4. It should look something like this when you are done. (your data starting on row 36)

5. Once you've filled in all of your buys for the stocks you currently own, start at row 35 and select the data from column H to column AB, like this.