Spreadsheets to Track PP

General Discussion on the Permanent Portfolio Strategy

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hoost
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Re: Spreadsheets to Track PP

Post by hoost » Sun Sep 01, 2013 9:20 am

I finally found a work around for the bond pricing issue.

This line pulls the price for 912810QU5:

=Index(importhtml("http://cxa.marketwatch.com/finra/BondCe ... ,"table",0),2,2)*10

This line pulls the price for 912810RC4:

=Index(importhtml("http://cxa.marketwatch.com/finra/BondCe ... ,"table",0),2,2)*10

To figure out the correct code for your particular bond, visit http://cxa.marketwatch.com/finra/BondCe ... EyODEwUVU1.

Enter your CUSIP in the text input and search for it.  Then change the code appropriately.  So "OTEyODEwUkM0" would be the thing to change in the first listed spreadsheet formula.

If anyone can either figure out the algorithm used to change cusips to the web address, or write a scipt to automate this, I'm sure it will be appreciated by all.

***EDIT***
The above is no longer working.

See the linked solution by fnord123:
http://gyroscopicinvesting.com/forum/bo ... /#msg77539
Last edited by hoost on Tue Sep 17, 2013 10:27 am, edited 1 time in total.
Jack Jones
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Re: Spreadsheets to Track PP

Post by Jack Jones » Thu Dec 15, 2016 10:33 am

Is this still the most up-to-date Hoost-sheet?

https://docs.google.com/spreadsheet/ccc ... sp=sharing
escafandro
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Re: Spreadsheets to Track PP

Post by escafandro » Mon Jun 19, 2017 6:51 pm

Hi, anyone have a link to track the gold spot price?
Because my link to apmex is broken.
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Re: Spreadsheets to Track PP

Post by Mr Vacuum » Mon Jun 19, 2017 6:59 pm

escafandro wrote:Hi, anyone have a link to track the gold spot price?
Because my link to apmex is broken.
=importxml("http://www.jmbullion.com/charts/gold-price/","//*[@id='gounce']")
TrevorShrade
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Re: Spreadsheets to Track PP

Post by TrevorShrade » Tue Jun 20, 2017 12:03 am

http://www.apmex.com/ no longer lists gold prices on their main page....You should be able to just change it out for http://www.apmex.com/category/10000/gold and It should start working again.


If not here is what i've been using:
=ImportXml("http://www.apmex.com/category/10000/gold","//tr[td='Gold']/td/span[@class='item-bid']")
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Greg
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Re: Spreadsheets to Track PP

Post by Greg » Fri Jul 07, 2017 5:33 pm

I've been using these for tracking silver and gold prices.

=IF(1, ImportXml("http://services.packetizer.com/spotprices/?f=xml", "/SpotPrices/silver"), 18)

=IF(1, ImportXml("http://services.packetizer.com/spotprices/?f=xml", "/SpotPrices/gold"), 1300)
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Re: Spreadsheets to Track PP

Post by dualstow » Fri Jul 07, 2017 6:44 pm

Ah, I didn't see the June posts above when I was simultaneously posting in the Gold §.

viewtopic.php?f=5&t=6756&p=162145#p162145

I guess I need a new code for SPX (S&P 500), as I was using Apmex code.
(Cool, Greg's still here!)
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Re: Spreadsheets to Track PP

Post by t-bear52 » Mon Aug 07, 2017 9:49 pm

Greg wrote:A quick way to do this would be make a Google Finance Page and put a hypothetical $2500 in each of IAU, SHY, TLT, and VTI.
And how do I get a chart from this portfolio? I know nothing about spread sheets. Over the years I've enjoyed checking: https://www.google.com/finance/chart?ch ... hy&tlf=12h every day. Now it is not working anymore.
I'm always interested in graphically seeing how the different elements relate on a daily basis.
So with a hypothetical portfolio, is there an easy way to see it graphically in a chart? Thanks in advance.
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Re: Spreadsheets to Track PP

Post by distefam » Fri Feb 16, 2018 12:45 pm

I was using a spreadsheet in Apple's Numbers for a long time. I had columns for each asset class and rows for each portfolio of mine (IRA, Roth, etc.). I would add the current price of the ticker I held for each asset class and have my total row at the bottom multiply the number of shares I held by the current price to get the current value. Then, I'd color code the columns to show whether they were outside of my delta ranges for rebalancing. Personally, I like AlphaVantage for quotes, their API is free.

It worked pretty well but being a software engineer I started writing code to automate it. I was using it myself for some time but decided to clean it up for others. Check it out if you'd like at MyHoldings.io.
t-bear52
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Re: Spreadsheets to Track PP

Post by t-bear52 » Sat Feb 17, 2018 5:09 am

Thank you Sir!! :)
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Re: Spreadsheets to Track PP

Post by steve » Sat Feb 17, 2018 7:32 am

I made this sample for a friend last November 2017, You can download it and edit it for your own purposes and upload to your own google account.

https://docs.google.com/spreadsheets/d/ ... sp=sharing
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Re: Spreadsheets to Track PP

Post by rwbil » Sun Feb 25, 2018 10:57 am

Steve,

Do you have long term data showing the performance over decade or more. If so can you share exactly what you used and how you obtained the data.
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Re: Spreadsheets to Track PP

Post by steve » Sun Feb 25, 2018 11:47 am

rwbil wrote:Steve,

Do you have long term data showing the performance over decade or more. If so can you share exactly what you used and how you obtained the data.
You can go to https://www.etfreplay.com/combine.aspx and play around comparing different portfolios

I shared what I could to help the group without my posting my own private excel sheet that spans more then a decade and is a tweaked work of art customized for my own individual use. My private data is nothing more then my real results over time which does not predict the future but documents the past.
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Re: Spreadsheets to Track PP

Post by dualstow » Fri Nov 30, 2018 9:30 am

Anyone else having trouble with Google Drive's spreadsheets this morning? Specifically, no stock data updating?
traveling...
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Re: Spreadsheets to Track PP

Post by Mark Leavy » Fri Nov 30, 2018 11:42 am

dualstow wrote:
Fri Nov 30, 2018 9:30 am
Anyone else having trouble with Google Drive's spreadsheets this morning? Specifically, no stock data updating?
Yep - same issue
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dualstow
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Re: Spreadsheets to Track PP

Post by dualstow » Fri Nov 30, 2018 1:48 pm

Mark Leavy wrote:
Fri Nov 30, 2018 11:42 am
dualstow wrote:
Fri Nov 30, 2018 9:30 am
Anyone else having trouble with Google Drive's spreadsheets this morning? Specifically, no stock data updating?
Yep - same issue
Back from my "3-martini" lunch. It seems to be working normally now.
traveling...
senecaaa
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Re: Spreadsheets to Track PP

Post by senecaaa » Fri Dec 13, 2019 10:22 am

Hi! I have read through this thread and I can't get any of the sheets to work, see e.g. a screenshot below of an error in this sheet: https://docs.google.com/spreadsheets/d/ ... dit#gid=17.

Does anyone have the latest version of it? It looks awesome and would love to use it!
Any other spreadsheets that work for you are welcome as well ;D

Cheers!


err.png
err.png (106.39 KiB) Viewed 11123 times
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dualstow
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Re: Spreadsheets to Track PP

Post by dualstow » Fri Dec 13, 2019 10:44 am

A lot of these data tables become obsolete and have to be redone.
I last used WSJ tables for bond data, but these days I just type them in by hand if I'm really curious. (Copying data from my monthly statement or, if mid-month, a figure from the same brokerage house)
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Re: Spreadsheets to Track PP

Post by senecaaa » Sat Dec 14, 2019 3:35 am

Hmm pity, I'll keep on looking then. Maybe try to build something simple myself.
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Re: Spreadsheets to Track PP

Post by johntaylor » Sat Jan 04, 2020 8:57 pm

senecaaa wrote:
Sat Dec 14, 2019 3:35 am
Hmm pity, I'll keep on looking then. Maybe try to build something simple myself.
I just started PP for two years now. First year I also took a deep dive in making my own system and took data from different sources. I made things too complicated at first and it did not work out for me. I finally kept things as simple as possible in a few spreadsheets. Typed the data from the original sources of the assets accounts I used. I found it very confusing to use other data sources then the ones where my funds are actually in. I encountered weird differences which I could not explain and did not match up. Even with my simple spreadsheets I find it complicated enough to get and keep things in the right place.
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