1. Add sheets with ALL Google Finance and Yahoo Finance data
2. Investment Tracking (Rob Berger)
2.1. Allocation by Asset Class
2.2. Holdings (includes all funds and individual stocks)
2.3. Individual Stocks
3. Add sheets that highlight diversification (by sector, by cap, etc.)
4. Stock Valuation Ratios (Finbox)
4.1. Enterprise Value / Revenue, EBITDA, EBIT, Invested Capital, Free Cash Flow, etc.
5. MHX Tracker (Finlo)
5.1. Lots of extensive info - need to mine this spreadsheet for sources
6. Look for Joseph Carlson's Dividend Spreadsheet and mine that
7. Stock Tracking (u/mbrandonlee & JK)
7.1. Maintains record of all transactions
7.1.1. Ticker
7.1.2. # of shares
7.1.3. Date of Purchase
7.1.4. $ Invested
7.1.5. Average Price
7.1.6. Current Price
7.1.7. Type (Growth, Dividend, Value, Others)
7.1.8. Holdings (Current Profit/Loss, Current %)
7.2. Overall analysis
7.2.1. Net Invested
7.2.2. Total Gain %
7.2.3. Net P/L ($) Realized & Unrealized
7.2.4. Average Gain ($)
7.2.5. Average Return (%)
7.2.6. Largest Gain & Largest Loss
7.2.7. Average Investment Amount
7.2.8. Similar items for cryptocurrency
8. Stock Portfolio Tracker (ThinkStocks YT)
8.1. Front visual dashboard
8.1.1. Various portfolio stats
8.1.1.1. # of trades
8.1.1.2. Shares owned
8.1.1.3. Average Share Cost
8.1.1.4. # of cash deposits
8.1.1.5. Money hourly salary
8.1.1.6. Dividend Income
8.1.2. Portfolio balances
8.1.2.1. Account Value
8.1.2.2. Position
8.1.2.3. Cash
8.1.2.4. Day Change
8.1.2.5. Unrealized Gains
8.1.2.6. Realized Gains
8.2. History
8.2.1. Primary active sheet: includes data, security type, action, quantity, price, total
8.3. Positions
8.3.1. Passive sheet: includes tickers, shares, purchases, current price, change in % and $, cost basis, value, and gains
8.4. Breakdown (redundant w/ dashboard)
9. Consider adding additional sheet/s that consider positions had they not been changed (e.g., sold)
10. Stock Portfolio Tracker and Research Platform (u/Decayd
10.1. Portfolio
10.1.1. Ticker, company name, cost basis, # of shares, buying share price, share price today, price chart (6 mos), gain/loss, gain/loss in USD, total value, % of portfolio
10.2. Research
10.2.1. Data is good; look for where this spreadsheet is pulling this data