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.

Benjamin Graham Formula & Stock Valuation

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

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.

Free Benjamin Graham Formula Valuation Spreadsheet

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.

How Warren Buffett Interprets Financial Statements

Get insights into how Buffett would analyze financial statements.

Does Magic Formula Investing Work?

Can you really discover below average prices companies? Joel Greenblatt thinks so. He believes that using his magic formula can help you find above average companies using 6th grade math.

balance sheet ratios

20 Critical Balance Sheet Ratios Investors Must Analyze

20 balance sheet ratios to help you determine the financial health of a company & includes a PDF download.

7 Cash Flow Ratios Every Value Investor Should Know

When it comes to doing a liquidity or solvency analysis, using the cash flow statement and cash flow ratios is a much better indicator than using the balance sheet or income statement ratios.

Gross margins are important but it doesn’t tell you whether a company can survive or not.

The PE isn’t much help too.

Unfortunately, cash flow statement analysis gets pushed down to the bottom of the to do pile, but not here. Read on.

Ready to try Old School Value?