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Stock Investment Scenario Analysis on Google Sheets

$4.99

See how a portfolio of stocks would have performed if you bought them on a given date in the past. This spreadsheet - GOOGLE SHEETS ONLY - lets you enter stock symbols and a start date - and number of shares (you wished you purchased) to see the financial return (or loss!) you would have realized up until today’s latest stock price. You can upload the downloaded XLS file to Google Drive to OPEN IN GOOGLE SHEETS - or you can contact us to get a copy of the spreadsheet in Google Sheets format.

This spreadsheet does practically everything for you - you just enter the stock symbols, start date and number of shares - and it returns all the data you need to see total return and annualized return percentage. You also get 52-week high and low price for each stock in your portfolio as well as P/E ratio.

The spreadsheet gives you data for each stock in your portfolio as well as a total across your whole portfolio. You get 20 rows to enter stocks, but can easily add more rows.

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