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A Free Stock Portfolio Tracker for HKSE listed Hong Kong Stocks

December 5, 2013 by Kyith 2 Comments

Investors holding on to stocks listed in Hong Kong Stock Exchange (HKSE) may one a cheap easy and concise way of tracking their Hong Kong holdings can do so with this free Google Spreadsheet.

Clicking on the image above shows my current portfolio.

Here are my Hong Kong holdings

The corresponding transactions

There are many benefits to it

  • Google Finance does not update Hong Kong stocks prices, but Yahoo Finance does. This spreadsheets is flexible to take in both such that you do not have to update the prices yourself
  • Manage your portfolio by transactions
  • No lock in (only to Google)
  • Access the portfolio anywhere
  • Caters to Buy, Sell, Dividends, Stock Splits, Bonus Issues, Rights Issues
  • Flexible for you to modify

How to get started

The comprehensive instructions to get started can be seen over here. Take a look at the FAQ and comments to see how others have adopted and change it to their liking.

Filed Under: Dividend Investing Tagged With: high dividend stocks, stock portfolio tracker

FREE Stock Portfolio Tracker now with SGX Google Finance automatic price updates

April 28, 2013 by Kyith 11 Comments

Our Free Stock Portfolio Tracker that helps investors track their stock portfolio by transactions supports automatic REAL TIME Google price updates

We got to know a few months ago Google Finance supports Singapore SGX Exchange. This means that you can look up say Mencast at Google Finance and you will get a stock price.

But it is only recently that the GoogleFinance() Function in the Google API supports SGX as an exchange.

As such, I decide to incorporate it into myAwesome Free Stock Portfolio Tracker.

 

For those interested in Getting Started with this free tracker, view this post here.

Changes you need to make to your Stock Portfolio Tracker

All you need to do is to put in the right symbol format.

Say you want to update UMS. Just look up the right symbol in Google Finance.

At “Google Quote” column, insert the symbol as “SGX:{your stock symbol}”

The upside of Google is really their prices look to be REAL TIME. The downside is that they show last trade price. If your stock is like Pertama, which have not been trading for some time, it will show a zero.

Google smallest decimal place is also 2 decimal place, which doesn’t work that well with penny stocks.

To get started with dividend investing, start by bookmarking my Dividend Stock Tracker which shows the prevailing yields of blue chip dividend stocks, utilities, REITs updated nightly.

Make use of the free Stock Portfolio Tracker to track your dividend stock by transactions to show your total returns.

For my best articles on investing, growing money check out the resources section.

Filed Under: Portfolio Tagged With: Google Finance, high dividend stocks, high dividend stocks singapore, SGX, stock portfolio tracker

Yahoo Finance Lives On! Long Live My Stock Portfolio Tracker!

March 3, 2013 by Kyith 7 Comments

We got news this week that Marissa Mayer the young ex-Googler that became Yahoo’s CEO late last year wants to streamline a lot of the failed experiments.

And they are keeping Yahoo Finance.

It is a big deal to me (and for my readers) as we invest in stocks outside the US and to get up to date prices via data cheaply, Yahoo Finance is one that covers the international markets.

In my opinion, they should build on this strength to deliver better products, though this domain is getting pretty crowded I must say.

Wouldn’t be surprise if they shift focus from it.

For the readers who make use of my Stock Portfolio Tracker, having the convenience not to check and input prices on your own is a big value add, and we will dread the day when that data feed is not made available to us.

Readers looking for a easy way to track your stocks by transactions can tune in here to find out my FREE product you guys.

Filed Under: Site Tagged With: stock portfolio, stock portfolio tracker

Best Free Stock Portfolio Tracking Spreadsheet Software

September 21, 2012 by Kyith 10 Comments

I set about creating a way to track my own dividend stocks and the response from users have been fantastic. I think that more can benefit from knowing this and know that I will look into ways to improve upon it.

Here are some of the reasons why I think you should give it a try.

It is FREE

Unlike Microsoft Excel, or another paid app, this stock portfolio tracker makes use of Google Spreadsheet.

All you require is a Google Account.

Stock Prices Auto Updates Periodically

Your stock prices gets pulled from Google Finance or Yahoo Finance. The response from Google Finance is faster, while there is a 20 min delay for Yahoo Finance.

This means that you do not have to always key in the latest stock prices!

It tracks international stocks as well as US stocks

Most stock tracking software are catered more to a US market or a Niche country. Yahoo Finance provides stock prices for many international markets.

If you are able to find the quote on Yahoo Finance you could probably monitor it.

Suited for Long Term Investors

This application is not so much for the traders (though you guys can modify it to your liking) but for long term investors who wants to monitor their stocks through a long period and see their returns and losses at a glance.

Track your Stocks by Transactions

For long term investors, you will have many buys and sells, and you will have a lot of dividends, the occasional stock splits. Wouldn’t it be great if the application tracks by transactions? This application does.

Takes care of many types of transactions

This application enables you to enter buys, sells, dividends, stock splits, rights issues, bonus shares, dividend reinvestments.

No short sell though.

Calculates the average cost of units sold

One problem with coming out with your own spreadsheet is you need to figure out how to calculate if you sell 3000 out of 10000 shares what is your average cost. This spreadsheet does that.

Aggregates Gains and Losses of your Transactions, Stock Cost and Current Market Value

The Stock Summary section aggregates the transactions to their stocks. You will be able to see your unrealized gains/losses, realized gains/losses, how much dividends are collected, your current cost on units, current cost and market value.

Compare dividend yield on cost versus current market yield

For dividend investors, you may be interested to know what is your average yield on the shares you owned and what is the current yield should you buy it today.

Dividend per share prices are not automatic, but you can grab them off other information portal and input them here.

Review your forecasted dividends collected annually

Set up well and you can see at a glance your forecasted dividend returns based on your total yield on cost.

Review your Yearly Gains/Losses and Dividends Collected

You can review your returns by year or by month.

Totally Customizable

If you are an excel or spreadsheet nut, the sky is the limit. I am not really good with spreadsheets but if you are you could even make it better (hope you will share with me how to do it as well!)

Edit it with your spouse, business partner, friends or followers!

As this is a Google Spreadsheet you can have your spouse and yourself maintain one single portfolio.

The same can be done with business partners as well.

You can set whether they are able to view or edit.

With the Link to Share you can share it with your followers as well

Publish your stock records in different ways!

If you are a blogger you can share your records with your readers. If you want to keep hard copy you can do so as well

Publish as a web page. Do not need to login

Google spreadsheet enables you to publish as a website for all to view. If you do not want to always login and view, this is a good medium

https://docs.google.com/spreadsheet/pub?key=0Ah2uvISuDwSedDMzNW9uRlp3MUp4WjNxdmhWRjcza2c&output=html

View it on your phone!

Because you can publish it as a site, you can always quickly view your portfolio at a glance.

Save it as a PDF Report

You can also published it as a PDF report if you want to share with others

Here is a sample report: https://docs.google.com/spreadsheet/pub?key=0Ah2uvISuDwSedDMzNW9uRlp3MUp4WjNxdmhWRjcza2c&output=pdf

How to get it

This stock portfolio tracker can be copied from the original copy.

The detail instructions how to use it can be found in this [article here >]

Conclusion

I will be looking into how to improve it. Users have given me many suggestions. Some of them doable and others are beyond my powers.

Hopefully folks find this useful.

Do up vote this page by Like or Google Plus it.

You may want to read my [best articles here] and my [dividend stock tracker]

Filed Under: Portfolio Management Tagged With: excel, google spreadsheet, quicken, stock portfolio app, stock portfolio software, stock portfolio tracker, track dividend stocks

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About Investment Moats

Kyith Ng is the founder of Investment Moats, which mentors you on wealth management towards Financial Independence

Investment Moats shows how you can build wealth through stock market investing, dividend income investing through a value based approach. And then to distribute wealth.

Be enlightened on how you can live a fulfilling life while building wealth.

You can find Kyith on Google+ as well

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