How to track portfolio investments over time?

Financial Planning - Financial planning in general. (Moderated) 

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Subject Author Date How to track portfolio investments over time? tom.berkey 10-23-2006  Re: How to track portfolio investments over time? FranksPlace2 10-26-2006  Re: How to track portfolio investments over time? J M 10-27-2006
Posted by on October 23, 2006, 4:13 pm Can anyone provide any info regarding how Google finance can be employed to track the investments in a given portfolio as a function of time? It seems as if the only means of doing this currently is a manual cut and paste operation into an Excel spreadsheet. Posted by FranksPlace2 on October 26, 2006, 9:42 am I suggest you spend $30 on Quicken or Money. Then you can download stock prices dailey or whenever. Frank tom.berkey@gmail.com wrote: > Can anyone provide any info regarding how Google finance can be > employed to track the investments in a given portfolio as a function of > time? It seems as if the only means of doing this currently is a manual > cut and paste operation into an Excel spreadsheet. Posted by J M on October 27, 2006, 4:55 am >I suggest you spend $30 on Quicken or Money. Then you can download > stock prices dailey or whenever. > > Frank > > tom.berkey@gmail.com wrote: >> Can anyone provide any info regarding how Google finance can be >> employed to track the investments in a given portfolio as a function of >> time? It seems as if the only means of doing this currently is a manual >> cut and paste operation into an Excel spreadsheet. > Tom, Before you spend that money look into the Web Query function in Excel. This little-known function allows you to import stock prices directly into a spreadsheet. It's under Tools > Import External Data. A quick Google turns up many tutorials on Web Queries, such as this one: http://tinyurl.com/ygqtbd Also, the Gummy Stuff website has a some Excel files about this tool here: http://www.gummy-stuff.org/portfolio.htm Similar Threads Posted Keeping track of it all April 14, 2008, 5:02 am Would you track finances online? July 10, 2008, 12:14 pm Any place to summarize ETF back track performance? December 7, 2006, 5:01 am Re: BofA Investments: Worth the 1.5%? October 1, 2006, 12:48 pm Rebalance 401k Investments? March 9, 2008, 2:26 pm Investments for a young college student February 8, 2008, 5:30 pm Suggestions for mid term savings/investments? May 9, 2008, 5:04 pm Recession, investments and Capital Loss Carryover - HELP!!!! January 13, 2008, 7:17 pm Calculating rate of return from a stream of investments September 3, 2008, 5:19 pm whether to buy a tax time IRA April 6, 2007, 5:03 am