Invest
Stock Portfolio Tracker – The Portfolio History Feature
By Investment Moats  •  June 19, 2017
For newer readers, you might not be aware that I do share my current portfolio on my blog. You can take a look at My Current Portfolio. The tables are published from a Stock Portfolio Tracker, which is based off Google Spreadsheet. It is FREE and to use it, you can read the instructions here. This stock portfolio tracker is suitable for you if:
  1. You are more of a buy and hold investor
  2. Wants to track your portfolio based on transactions (buy, sell, dividend, bonus shares, rights issues, capital reductions)
  3. Auto-updates prices for stock exchanges supported by Google and Yahoo
  4. Familiar with how to use spreadsheets
  5. Likes to DIY
In the last few months, I added a feature called Portfolio History to it. Portfolio history simply takes the daily portfolio summary snapshot and archive it so that you can review it in the future.

Data from Portfolio Summary gets ported ...

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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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