Gyroscopic Investing

I read through the spreadsheet sticky thread, but did not really see a conclusion as to what folks considered to be the best spreadsheet.  An recommendations for a PP tracking spreadsheet that is easy to use for the novice spreadsheet user? 

I do not have or want a Google account, so I would not be able to use (I assume) a spreadsheet saved at Google docs.

Thanks!

BP wrote:

I do not have or want a Google account, so I would not be able to use (I assume) a spreadsheet saved at Google docs.

Until you spent 5 minutes signing up for a Google account?

I am using an "open office" spread sheet built from templates found here in the other spread sheet threads, it works well enough for my purposes and gets current price information from yahoo finance as well as other sources, no need to get Google accounts. I am not sure anyone would consider it "the best" i am a novice spread sheet user myself, and most of what i know about them i learned by putting mine together...

I would really give google docs a shot. It's importhtml() function is extremely powerful.

Here is an example spreadsheet that I doctored with fake money amounts (I don't have this much money yet unfortunately):
https://docs.google.com/spreadsheet/ccc ... 6cGc#gid=4

It's great because it gets the spot price automatically, any ETF price automatically, and any bond price automatically.

melveyr wrote: Here is an example spreadsheet that I doctored with fake money amounts (I don't have this much money yet unfortunately):
https://docs.google.com/spreadsheet/ccc ... 6cGc#gid=4

The spreadsheet does not have the permissions enabled.
regards

escafandro wrote:

melveyr wrote: Here is an example spreadsheet that I doctored with fake money amounts (I don't have this much money yet unfortunately):
https://docs.google.com/spreadsheet/ccc ... 6cGc#gid=4

The spreadsheet does not have the permissions enabled.
regards

Thanks! I just changed it.

l82start wrote: I am using an "open office" spread sheet built from templates found here in the other spread sheet threads, it works well enough for my purposes and gets current price information from yahoo finance as well as other sources, no need to get Google accounts. I am not sure anyone would consider it "the best" i am a novice spread sheet user myself, and most of what i know about them i learned by putting mine together...

Do you have a module that automatically gets prices like Google does?

i use GET QUOTE to pick prices from yahoo which covers stocks and ETF's and use an open office function to scrape treasury prices from a table on line.
Cash from bank accounts, gold and quantity of shares per fund/ETF i enter by hand to avoid letting my spread sheet open accounts with passwords (i think it can be done i just prefer not to )

l82start wrote: i use GET QUOTE to pick prices from yahoo which covers stocks and ETF's and use an open office function to scrape treasury prices from a table on line.

Please, tell us more about how this is done.  thanks

you can down load it here http://getquote-tedsoft.blogspot.com/ it is pretty simple to use and there is an instruction pdf on the same page, the cell would be =GETQUOTE("SHY") or =GETQUOTE("A1") (if cell A1 was SHY or some other stock symbol)

For the treasury bond price - under the insert menu there is a "link to external data" option, by typing in the location of the table or the cell in the table, open office will fill it's cell with the information it scrapes, it will ask if you want to update every time you open the sheet, this one was a bit harder to figure out i found i had to scrape the entire table and then link to the information in it, (i needed 30 year), this can be used to get gold bullion prices as well.. there is a way to highlight and left click on the chart/table you are trying scrape and "view source" to get the links you need but it has been a while since i have done it and i am a bit fuzzy on the exact steps...


this is the page i used to start figuring this out, it may be helpful http://gyroscopicinvesting.com/forum/ht ... 6739#p6739

Thanks all.  I truly do not want a Google account (try startpage.com as alternative search engine - you might like it).  If anyone ever finds a link to the OpenOffice spreadsheet and has the time to post a link, it would be appreciated.

I did a lot of work on an open-office spreadsheet of my own but it finally occurred to me that there are plenty of tracking tools already available. They just needed to be extended a bit. The only thing they don't do is divide all of your holdings into the four sectors and show you where you are in regards to the percentages/re-balancing bands. So I wrote a simple C++ program that would allow me to do a simple cut and paste from a Fidelity tracking screen and make those calculations for me.

BP wrote: Thanks all.  I truly do not want a Google account (try startpage.com as alternative search engine - you might like it).  If anyone ever finds a link to the OpenOffice spreadsheet and has the time to post a link, it would be appreciated.

i like ixquick (pretty much the same as startpage)
open office is easy to get and best of all free,  i found calc will take the PP tracking templates others have posted in the spreadsheet/PP tracking pages here and run them with little or no adjustment necessary, just download them and open with calc.. just put in your numbers and use the GET QUOTE  to collect current prices online. i have a 4 or 5 page spread sheet all built (cobbled together) with excel and Google templates from this forum, never had a problem running any of them. 

Thanks all.