Sunday, March 8, 2015

Analyzing Investments

Google Sheets makes analyzing your investments easy. To get the current price of any stock or mutual fund simply use this formula in any cell to get the number

=GoogleFinance(AA)

Simply replace AA with any stock or mutual fund ticker. Try it out on the following Stock and mutual fund tickers:

Stocks
APPL
C
GOOG
NKE

Mutual Funds
VFIAX
ARTIX
MLAIX

Now, try building a mutual fund analysis form to analyze your investment portfolio. Here is a sample:

https://docs.google.com/spreadsheets/d/1hIhFAqg2N6FAP362yWD3m8CmWfwyAqpCsnjYKFcG01I/pubhtml


If you need help, try watching this video on using Google Finance.


http://youtu.be/_uLp7DpuS_8


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