stock portfolio tracking spreadsheet

The Best Free Stock Tracking Spreadsheet using Google Sheets

April 18, 2017 | Read Now

A stock portfolio tracker using Google Drive with advanced functions than your average tracker. Get it for yourself.
A project that I’ve always had, was to improve on my stock portfolio tracking spreadsheets.

During this time, I’ve probably used 10 or so different portfolio trackers, but nothing met my needs. I don’t do complicated transactions, but still, nothing could really satisfy me.

But those four long years have passed, and I believe I finally have a version that will serve my needs and fulfill its purpose for a long time.

10 Uncanny Investment Principles by Charlie Munger

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Buffett may be the best investor in the world but he wouldn’t be there without Charlie Munger.

In keeping with our intent to observe “how he seems to do it,” we will recap his approach by using the “checklist” methodology he advocates.

The following principles are not employed by Charlie on a one-by-one or one-time fashion as the checklist format might seem.

Read on to learn Charlie Munger’s uncanny investment principles.

How Warren Buffett Interprets Financial Statements

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Get insights into how Buffett would analyze financial statements.

Free Benjamin Graham Formula Valuation Spreadsheet

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In this article, I’ve applied Benjamin Graham’s formula to a free Graham Formula spreadsheet that will allow you to quickly value the intrinsic value of a company the Benjamin Graham way.

Benjamin Graham Formula & Stock Valuation

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Learn how to value stocks using a simple formula created by Ben Graham. A quick way to estimate the range of a stock for value investors using growth numbers. Download the companion Graham formula spreadsheet.

Calculate the Change in Working Capital and Free Cash Flow

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Today is the day the dust on the topic of changes in working capital finally settles.

Read this page slowly, and download the worksheet to take with you because the whole topic of changes in working capital is very confusing. Spreadsheet includes examples, calculations and the full article.

It’s taken a lot of thought over many years to fully understand this idea of what the “change” in changes in working capital actually means and how it should be applied to valuation and financial analysis.

The Evolution of Warren Buffett’s Career from 1936 to 2013

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Take a look at how Buffett’s career evolved and what he invested in throughout the years.

The Checklist Investor and Dhando Framework | Mohnish Pabrai

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Learn more about Mohnish Pabrai’s uniquely not so unique investment framework. His checklist technique and investment advice. Plus, recommended books on checklists.

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Disclaimer: Old School Value LLC, its family, associates, and affiliates are not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on OldSchoolValue.com represent a recommendation to buy or sell a security. The information on this site, and in its related application software, spreadsheets, blog, email and newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. In no event shall OldSchoolValue.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any product, content or other material published or available on OldSchoolValue.com, or relating to the use of, or inability to use, OldSchoolValue.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related blog, email and newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way.