![]() I will be making updates live and will add additional features to this spreadsheet as time goes on so make sure to check in for updates! Keep in mind that this spreadsheet is also what I use to track my own expenses. You can use this spreadsheet if you’re a single person as well as if you’re a couple (just add everything up!). I don’t always do the exact amount for different expenses because it takes a lot of time but that is also up to you. I would recommend spending 5-10 minutes updating the spreadsheet once a month with your figures. Just make sure you update it on a regular basis. The spreadsheet is simple, yet effective. Google Finance is an incredibly powerful function and I’ve explained in detail about this function in my Google Finance spreadsheet post. I also use an importXML command to obtain information from Yahoo Finance on dividends and earnings related data. You can also use the Google API to customize and add fields of your own to your liking. However, I have been using a few strategies to generate consistent income while I was working and after I retired early.įor the purpose of this spreadsheet, I used mostly almost entirely Google Finance functions to populate stock information, pricing, financials etc. I wouldn’t say I am old school because I’m not that experienced of a trader at all. ![]() I think a lot of old school traders keep a detailed journal for trading. Ex-Dividend Date: If the stock pays a dividend, this is the next expected payment date Stock and Investment Trading Spreadsheet.Earnings Date: You can always expect increased volatility during earnings release so this is something to watch out for.Market Cap: Not super useful but I like to just see how big companies are.I also like to keep some basic financial information for the stocks which I find useful to look at on an aggregate level Closing Price: Once you close a position (sell it), then you will realize a loss or gain.This is unrealized because until you hit the sell button, it is not a real loss and technically have not lost money yet. Unrealized P&L: This is simply how much money you have made or lost on the position.Current MTM: The current value of your position (Current Price * # of shares).Cost Basis: How much you paid for the position (Purchase Price * # of shares).Trend (90d): Google Sheets has a very nice sparkline feature so I can see a quick trend of the stock over the past 90 days.Entry date: Without a doubt, you’ll want to keep track of the day you entered a trade.I like to keep the following information on my spreadsheet. This spreadsheet will work for any of the above categories of people. Others will day trade large quantities of stocks. Wallstreetbets type of folks will trade in and out of stocks within a few days. It’s just simply buy and hold for most investors. What information to keep track of for stocks? Often times, I find myself looking through my brokerage and having to open a separate tab to get the information about the stocks. I like keeping a Google Sheets that I can access from everywhere that will have information on all my stocks, as well as basic stock financials like Market Cap, EPS, P/E, Earnings Date etc. However, others might like having a more one-page concise view of their investments. Some people may find it excessive and unnecessary to use a spreadsheet when your brokerage is already tracking the same thing. This is simply a spreadsheet to track your investments in one sheet. This post is not about how to trade stocks and which stocks you should buy or how you should trade them. However, I firmly believe you just can’t substitute for a nice spreadsheet which puts all the information that I need in one window that I can easily access and analyze. Options Wheel Strategy: Ultimate Passive Income Generator.How To Pay 0% in Taxes: Step by Step Guide.Financial Independence (FIRE): How To Retire Early.How Travel Hacking Affects Your Credit Score.How I Travel The World And Fly For Free.The Ultimate Guide To Travel Hacking & Credit Cards.
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