Anonymous
Do you guys track your investments just within the brokerage app or on a separate excel sheet?
Any templates or best way to track using excel?
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I used a separate one with Google sheet. This is a wonderful sheet that i came across to track US stocks - https://docs.google.com/spreadsheets/d/1GqusdLl...
Can also modify to track SG stocks too but the stock price portion need to be manual or grab using below...-just replace A2 with ticker
=REGEXREPLACE(index(IMPORTHTML(CONCAT("http://www.shareinvestor.com/fundamental/factsh...",A2),"table",5),1,1),"^d","")/1000
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I did create a spreadsheet. Ended up damn lazy to maintain. The main issue wif Google sheets was tha...
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I do use an excel sheet in order to gain a comprehensive picture of my fund since I use different brokerage platforms for stocks and crypto. You can use googlefinance or importhtml functions to obtain live stock and cryptocoin prices and create charts that are instatly updated as well.