Spreadsheets to Track PP

[hoost]

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

[Jack Jones]

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

https://docs.google.com/spreadsheet/ccc ... sp=sharing

[escafandro]

Hi, anyone have a link to track the gold spot price?
Because my link to apmex is broken.

[Mr Vacuum]

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]

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']")

[Greg]

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)

[dualstow]

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!)

[t-bear52]

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.

[distefam]

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]

Thank you Sir!!

[steve]

document has been removed

[rwbil]

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.

[steve]

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.

[dualstow]

Anyone else having trouble with Google Drive's spreadsheets this morning? Specifically, no stock data updating?

[Mark Leavy]

Anyone else having trouble with Google Drive's spreadsheets this morning? Specifically, no stock data updating?

Yep - same issue

[dualstow]

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.

[senecaaa]

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

Cheers!

err.png (106.39 KiB) Viewed 45105 times

[dualstow]

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)

[senecaaa]

Hmm pity, I'll keep on looking then. Maybe try to build something simple myself.

[johntaylor]

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.

[Mark Leavy]

Botdude, so sorry I missed you before someone nuked you.

I understand the need to buy gold, and I was just talking to a gal tonight that is looking for safety. Please DM me and I will send you my spreadsheets. We can't act soon enough. Tell no one.

[senecaaa]

Hmm pity, I'll keep on looking then. Maybe try to build something simple myself.

Three years later: So, I did build something myself, but it got a bit out of control (it supports any portfolio, not just PP or GB): asset.garden.

Anyone who would like to try it out, please go ahead, it's free.

[dualstow]

Botdude, so sorry I missed you before someone nuked you.

I understand the need to buy gold, and I was just talking to a gal tonight that is looking for safety. Please DM me and I will send you my spreadsheets. We can't act soon enough. Tell no one.

[johnnywitt]

Hello,

where can I see daily variation of HBPP?

I would like to feel the flutuactions day by day in a chart.

Thank you.

The whole concept of the HBPP is antithetical to this.

[dualstow]

Agree