Comments on: Tracking Investment Portfolio Using Google Docs

By: Brian

Brian — Fri, 04 Sep 2009 03:16:49 +0000

The stock quotes feature is helpful when importing to a spreadsheet, but I trade options. Google finance does’nt offer options quotes. I am looking for a way to import quotes so they are updated each time I log into my spreadsheet. Has any one done this? I would need to pull the quotes from cboe or options express website. Yahoo finace has them too but I can find them on google.

By: Steve

Steve — Tue, 14 Jul 2009 10:43:58 +0000

This seems cool ! But still it’s not the best way of managing our portfolio.. good start from Google!!

By: Sofort Kredit

Sofort Kredit — Mon, 13 Jul 2009 20:10:41 +0000

Thanks, I so look forward to your email everyday.It seems like this is space that the Yodlee portfolio tracker (or other account aggregators) could explore, but they would never offer all the richness you can achieve with your own spreadsheet.I think what mapgirl wants is for, say, a Google Finance portfolio to be automatically updated with additional share purchases based on dividend payments without having to manually do this. Clearly this would have to be an option one selects, as people who do not have dividend reinvestment would not want this feature.

By: Matt

Matt — Sun, 12 Jul 2009 16:19:15 +0000

I’ve been following the Bogleheads forum for a while, and decided to make my own software to do it locally. It is open-source and runs on Windows, getting it’s data from Yahoo! Finance. The project page is here: http://code.google.com/p/mypersonalindex/

The Bogleheads dicussion is here: http://www.bogleheads.org/foru.....hp?t=18086

It stores historical data and can provide a snapshot between any date periods. You can set up an asset allocation, tax liabilities, check correlations, etc.

By: Will Dearman Lifestream » Daily Digest for July 11th, 2009

Will Dearman Lifestream » Daily Digest for July 11th, 2009 — Sat, 11 Jul 2009 13:09:28 +0000

[...] Tracking Investment Portfolio Using Google Docs [...]

By: Roberta

Roberta — Sat, 11 Jul 2009 12:53:21 +0000

Thanks, I so look forward to your email everyday.

By: Steve

Steve — Fri, 10 Jul 2009 17:01:45 +0000

I think what mapgirl wants is for, say, a Google Finance portfolio to be automatically updated with additional share purchases based on dividend payments without having to manually do this. Clearly this would have to be an option one selects, as people who do not have dividend reinvestment would not want this feature. But Google Finance should be able to implement this feature easily enough if enough people need it.

It seems like this is space that the Yodlee portfolio tracker (or other account aggregators) could explore, but they would never offer all the richness you can achieve with your own spreadsheet. I think the real dream would be for Google Finance to start offering a Yodlee-type service — then the monthly 401k contributions would also be handled automatically, not just dividend payments.

Personally I still use the MSN Excel plugin for asset allocation. I am not motivated to move to Google Docs just for the historical data, but that combined with cloud computing (access from any machine) make it worth considering. If I am correct, the MSN Excel plugin does not work for MSOffice 2007.

By: Chuck

Chuck — Fri, 10 Jul 2009 14:53:20 +0000

mapgirl – yahoo historical prices include dividend adjustments. Also, if you chart a mutual fund on Morningstar, it will do “growth of $10000″ which includes dividends. If you “compare” a stock to a mutual fund on the mutual fund page, it will do the same thing for a stock. (For some reason, if you just chart a stock, it just does share price, though. Weird.) This is in the “Chart beta” section of Morningstar.

By: mapgirl

mapgirl — Fri, 10 Jul 2009 14:39:58 +0000

Argh. I wish there was some product out there that added in dividends for you. I would flock to it!

By: Jonathan

Jonathan — Fri, 10 Jul 2009 14:31:28 +0000

@Bill – Yes, if you’re just looking to track values, those are fine. This is more geared towards showing asset allocation percentages, as that’s my primary criteria to make any changes. (Or some other type of customization.)

By: Jonathan

Jonathan — Fri, 10 Jul 2009 14:25:28 +0000

Yes, the historical data feature is neat. I thought it would be handy to show performance YTD, but I don’t know how to account for dividends. Although now that I think about it again, if dividends are reinvested, it should work.

By: artie

artie — Fri, 10 Jul 2009 14:10:54 +0000

Ah, I think it’s because docs.google.com is blocked at work. Thx.

By: Jonathan

Jonathan — Fri, 10 Jul 2009 13:49:27 +0000

Probably works about the same, though this is free and online. The Help page link works for me, anyone else can’t see it?

By: artie

artie — Fri, 10 Jul 2009 13:44:15 +0000

I wonder how the GoogleFinance function compares to the MSN Money Stock Quotes plugin for Excel. The “Google Docs Help Page” link you posted doesn’t seem to work.

By: killian

killian — Fri, 10 Jul 2009 13:38:22 +0000

Thanks! I’m going to see if I can set up an evaluation tool for my 401K funds thanks to the historical data function…

By: Bill

Bill — Fri, 10 Jul 2009 13:05:48 +0000

I personally like CNN.Money’s portfolio set up, it is pretty descriptive and has a pie chart showing your holdings and I also like Smartmoney.com’s portfolio views. From what it sounds like, this GOOG sreadsheet sounds like a hassle to get the same info as on Money.com.