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This spreadsheet can be used to track any set of stocks from a given point in time to the present. You can use it for "What If" analysis, particularly to see how your picks would have performed if you acquired them on a certain date.
I used it to specifically track a set of stocks which looked interesting as a result of a stock screening I did on Google Finance. The spreadsheet has a place to put the criteria used for that screen (just for memory sake) and lets you paste in the point-in-time data from the stock screen. Then it pulls real-time stock price data to show the performance of the picks over time.
See how a portfolio of stocks would have performed if you bought them on a given date in the past. This spreadsheet - GOOGLE SHEETS ONLY - lets you enter stock symbols and a start date - and number of shares (you wished you purchased) to see the financial return (or loss!) you would have realized up until today’s latest stock price. You can upload the downloaded XLS file to Google Drive to OPEN IN GOOGLE SHEETS - or you can contact us to get a copy of the spreadsheet in Google Sheets format.
This spreadsheet does practically everything for you - you just enter the stock symbols, start date and number of shares - and it returns all the data you need to see total return and annualized return percentage. You also get 52-week high and low price for each stock in your portfolio as well as P/E ratio.
The spreadsheet gives you data for each stock in your portfolio as well as a total across your whole portfolio. You get 20 rows to enter stocks, but can easily add more rows.
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