Instead of what is depicted in the picture, look up the symbol in Google Finance. The upside for Google is that the data seem to be REAL TIME. If you are unable to get live prices from Google Finance or Yahoo Finance, you will need to update the last done price manually every time you open this spreadsheet to review.
The sequence is to take Yahoo Finance as a priority, then Google, then Manual.
Some folks may have concern with going too far with the app and difficult to switch to an alternative if another MS Money happens to their paid app.
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Update 2: Would like to thank the first time visitors from Old School Value and Bogleheads.
This Stock Portfolio Tracker works for both dividend, net net or value stocks portfolio tracking in USA, Canada, UK, Singapore, Hong Kong and many more countries not to mention tracking of ETF portfolio. By entering these transactions we will be able to keep record but also good data to easily visualize these questions.
Upon viewing it for the first time, you will see rows of already populated stocks. What you need to do is clear row 3 onward if you are starting afresh by populating your stocks one by one.
For each row of unique stock, make a copy of row 2, and then enterdo not fill in the units, unit cost, and all those blue cells here!
How the portfolio value and cost changes over time. You can also chart the expected dividends for next year.
How do you set the triggers and do I have more info on portfolio history? I have blogged about in the past that I use Intuit’s Quicken to budget and track monetary stuff.
For this to work you will need to find out the stock quote of the stock you want to track in Google Finance or Yahoo Finance.
We provide 3 options for updating of current last done stock price.
Those work only in Google Spreadsheets)One problem with Quicken and local excel spreadsheet is you only can access your portfolio on your computer. The spreadsheet only works on Google and if you download it and use it in Microsoft Excel, it will not work.
The Google Spreadsheet can be found here [Link to spreadsheet Make a copy… Once you have made a copy you would need to understand a few things.
If you don’t like that sequence go to Last Price column and change the sequence.