Once you've listed all your financial assets (stocks, bonds individual and/or mutual funds in a spreadsheet (I prefer Excel of the MS office suite over Google's Google Doc's) how do you keep them up to date? You can manually enter the new prices in your spreadsheet or, as I mentioned before, you can download the closing prices from Yahoo Finance via your FREE Yahoo account for automatic updating. The download is slightly tricky so this is a step by step procedure:
1) Open Yahoo Finance website and sign up for an individual account: user name and password.
2) List your stocks/MFs by symbol in the existing portfolio template, give it a name: min is "20%project)
3) At top of your portfolio click "Download" and "Save As" in our personal finance folder. It will be saved in a .cvs format; re-save it in an Excel spreadsheet format.
4) Go to your original spreadsheet and link the values of your investments with the ones in the downloaded spreadsheet.
5) That's it, your investment values will be automatically updated. Here's my updated spreadsheet with the closing prices of Friday, 3/7/2014.
1) Open Yahoo Finance website and sign up for an individual account: user name and password.
2) List your stocks/MFs by symbol in the existing portfolio template, give it a name: min is "20%project)
3) At top of your portfolio click "Download" and "Save As" in our personal finance folder. It will be saved in a .cvs format; re-save it in an Excel spreadsheet format.
4) Go to your original spreadsheet and link the values of your investments with the ones in the downloaded spreadsheet.
5) That's it, your investment values will be automatically updated. Here's my updated spreadsheet with the closing prices of Friday, 3/7/2014.
mpaportfolio.xls |