Hi neovo.
If I get chance later tonight Iāll try and share a pic of mine with the calcs showing
Great stuff, thanks
I just want a chart similar to the one in the FT app
I guess I could manually input at the end of each week but this will get quite annoying but thats only my limited knowledge, this is all Iāve come up with
Hi. Sorry for the delay. I still havenāt had chance to sort this out. I did have problems getting the functions to work but there were web pages that gave you examples on how to set up functions that can auto update a cell when offline. As I havenāt made any transactions lately mine is still in a dormant state but Iām sorry I havenāt been able to explain it on the sheets yet.
Are you trying to show the total value for your portfolio on a weekly basis? Or the value for a specific share on a weekly basis?
Yes total portofilio value over a weekly basis
Thanks for this will give it a go
As far as I can tell youāll need a script with a āTime-drivenā trigger to store the value every week to sheet, and then use those values to chart it.
Hmm ok will have a gander
Thanks for your time
Has anyone worked out the formula for retrieving market capās from Google Finance?
=googlefinance(symbol, "marketcap", date(2019, 1, 2))
isnāt working
Without tinkering, not sure if historic market caps work. Try without the date?
That worked, thanks!
In light of Freetrades addition of US stocks, my Google sheet requires some tinkering
How do you display the current value column as US dollars instead of sterling
Iāve been using @simran 's template
Iāve tried simply changing GBP to USD but this has no effect
I tweaked mine my just multiplying the dollar amount returned by the current exchange rate:
=googlefinance(āCURRENCY:USDGBPā)
Donāt think I follow
Iāve tried adding āCURRENCY:USDGBPā but no luck?
Without fully seeing the formulas you are putting together itāll be hard to diagnose the problem. But Iāll assume you have returned a dollar value in cell A1, to convert that value to GBP use:
=A1*googlefinance(āCURRENCY:USDGBPā)
Apolgies, that would help
So Iāve probably wrongly inserted the price paid price as they amount I paid in Freetrade, which is sterling?
Which formulas would you need to see?
The price paid is simply the value
Current value is the formula I posted above ^
Does this help at all?
=googlefinance(B3)
Above will give you the current price for Cisco in USD
=googlefinance(B3)*googlefinance(āCURRENCY:USDGBPā)
Will give you the price in GBP pence
=if(L3=āGBPā,(googlefinance(B3)*googlefinance(āCURRENCY:USDGBPā))/100,googlefinance(B3))
Will give you the price of a GBP share (as determined by column L) in pounds, else USD.
I think.
In fact, I donāt think you should be displaying the current price in either USD or GBP, choose a currency (most likely GBP) and display all in that.
Youāll find it difficult to display the correct symbol (i.e. $ or Ā£) when using these formulas.
Also, you may want to sum all your current price values, and with difference currencies thatāll be interesting.
I think I follow!
The current value is now displaying £0.35 instead of £35
Thanks for you help, much appreciated!
Iāve cracked it! Thanks a lot!!