Trust Funds For Kids

Tag: Google Sheets

  • Updated Portfolio Tracker

    Historically I have had 2 separate sheets for each portfolio 1) a “summary” consolidated sheet that is updated real time 2) “detailed” sheets for each individual portfolio that I updated periodically (every 6 months or so). I recently combined the useful functions of the individual portfolios and added them to the consolidated portfolio sheet. As…

  • Consolidated Portfolio Vs. Detailed Portfolio

    There is a single “Consolidated Portfolio” in Google Sheets and an “Individual Portfolio” for each of the 8 beneficiary Portfolios, for a total of 9 Google Sheets. In this post I will explain 1) why you need to look at stocks this way and can’t just glance at a list of stocks in a standard…

  • Using Google Sheets and Pivot Tables

      It is helpful to structure the google sheet in a manner that can easily be turned into a pivot table.  This table uses the following fields from the “all stocks” tab: Ticker is self explanatory (i.e. GE = “General Electric”) – the unique exchange identifier for the stock. Portfolio is the unique portfolio –…

  • Using My Consolidated Formula Model in Google Sheets

    I moved the portfolios to Google Sheets to take advantage of Google’s ability to use financial functions like “price” by ticker so that my stock quotes could be updated with live data when you click on the spreadsheet. These sheets can also be shared with anyone (and it is free unlike Office 365). I have…

  • Using Google Sheets to Track Portfolios

    Our portfolios took a hit in early February 2018 with the rest of the market.  Since then the portfolios have mostly rebounded as you can see below.  The results are slightly skewed between 2/9 and 2/25 because I found ~ $2000 in additional funds in portfolio 2 due to an error since IBB had split…

  • Stock Selections Completed, SNAP and the Summer Bull Market

    We recently completed our stock buying for the fall of 2017.  We do the stock buying and matching in the fall so that beneficiaries can have the summer to make some money in order to do the match. It is interesting that of the 6 stocks (and one ETF, IAU or gold) on the list,…

  • Google Sheets Integration

    I have been using Google Sheets to update these portfolios and it has been an excellent experience.  I can share the spreadsheets with the beneficiaries and they can see a real-time view of their portfolios on any device (phone, PC, tablet) through Google Sheets.  The only minor updating item is the cash in the money…

  • New Google Sheets Analytics – Sector, US / Foreign, and Dividend Views

    I really enjoy working with Google Sheets and the Google Finance portfolio functions.  Recently I moved tracking from excel to Google Sheets and sent links to the beneficiaries so that when they open the file, the stocks update automatically.  I made 8 of these sheets and sent them to each individual beneficiary, and learned a…

  • Using Google Sheets for your Portfolio

    These directions are specific to the portfolios that are being shared.  I likely will build a “public” version and link to it if someone else wants to leverage it. The Google Sheets application is easily installed on your ipad or iphone.  From there you should just click on it and select your portfolio. Alternatively, you…

  • Portfolio Five Updated April 2017

    Portfolio 5 is 7 1/2 years old.  The beneficiary contributed $4000 and the trustee $8000 for a total of $12,000.  The current value is $14,151 for a gain of $2151 or 18%, which is about 3.6% / year adjusted for the timing of cash flows.  You can go here to see the portfolio or go…