stock portfolio

  1. Z

    Google Sheet: Reset Average for Financial Portfolio

    Hi all! I've recently found an issue with my formula when I am filling up the shares I re-bought. In 2021, I've bought bought 6 TSLA shares and sold all. However, the portfolio side would still reflect the average cost of all my shares without any reset. Because it did not reset, in 2022 I...
  2. P

    Using importxml to insert sector and industry for your financial portfolio

    Hi all, I am attempting to create a portfolio for my financial stocks using Google spreadsheet. I would like to create something like this: [https://ibb.co/SBDJhgs](https://ibb.co/SBDJhgs) In this case A2 is where I put the ticker, for example, AAPL stands for Apple. Afterwards, I hope to...
  3. U

    Find maximum price of unsold stock in stock portfolio?

    I am a small investor in Shares/ Stocks in Indian Share Market. I have used excel to create stock portfolio. I have bought a few quantity of stocks of Company XYZ at various dates, at various prices and in various quantities. For profit calculation for tax purpose, I am required to use “First...

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