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.

How Warren Buffett Interprets Financial Statements

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Get insights into how Buffett would analyze financial statements.

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.

Owner Earnings Guide

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What is owner earnings? Know how to calculate owner earnings to find how much the owner receives from his business. Plus, examples of how to calculate owner earnings

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.

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.

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.

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.

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