Resource: Investment Watchlist Template via Google Sheets Version 2.0

free google sheet investment watchlist templateSo I’ve made a minor addition to the original Google Sheet investment watchlist template from last week. I’ve added three columns at the bottom that give you an overview of your opportunity cost alternatives: the S&P 500 replicated through the Vanguard index fund VOO, the total US stock market replicated through the Vanguard index fund VTI, and the 30 year US Treasury Bond yield. This allows you to see how¬†your actual, or potential, portfolio relates to the US market as a whole or to the ultimate risk free investment, the 30 year US Treasury Bond (although some have reservations about them being ‘risk free‘).

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Resource: Investment Watchlist Template via Google Sheets Version 1.0

I’ve had some people ask me recently about how I manage my investment watchlist and my holdings. Specifically, they wanted to know how to import data automagically so that most of the process was automated. Well, I suppose you might be interested in this as well so I’ve decided to build a template from scratch and share with you the basic foundations of how my own spreadsheet runs. I’ve migrated away from using Excel to Google Sheets, so this template is a Google Sheets template. The beauty of Google Sheets is that it is fairly simple to import data from Google Finance. The downside is that the data you can import easily is limited. Alas, this is a fairly basic spreadsheet so we won’t worry about that for now.

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