Spreadsheets to Track PP

General Discussion on the Permanent Portfolio Strategy

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Rezo

Re: Spreadsheets to Track PP

Post by Rezo » Mon Aug 26, 2013 7:35 am

Hi guys, just wanted to say thanks for putting up all the info for tracking so far and had a question. Fidelity recently updated it so that the old =IMPORTHTML for bond prices isn't pulling in the price anymore. Does anyone know another place to pull this info from and/or can write up a =IMPORTHTML formula please?
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']")
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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!)
Venezuela’s Gold is Vanishing into Africa
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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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