Spreadsheet formulas for personal finance

Re:Spreadsheet formulas for personal finance by xorfish on Wednesday August 04, 2021 @02:20PM (#28064390)

Here is my sheet that is mainly used for rebalancing ETFs according to some simple rules. It is currency agnostic (base currency can be changed) and should work fine for European investors as well.

It automatically pulls MSCI market cap information and determines the allocation based on that.

Then the number of shares that you need to buy or sell is calculated based on the target allocation.

If you use Interactive Brokers, then buy and sell texts for the IBOT are also generated.

https://docs.google.com/spreadsheets/d/1yJSF7tBZpJPvRf7tja-7...

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Re:Spreadsheet formulas for personal finance by SeaWhales1000 on Thursday August 05, 2021 @02:12PM (#28077421)

Very nice. I need something like this incorporated into my workbook since I mainly use ETFs over mutual funds. Not sure if you know, but Sheets has a function "GOOGLEFINANCE" where you can input a ticker symbol and retrieve a lot of useful info, including price.

EDIT: I commented too soon. You have useful info in some hidden columns. Thanks again for this! I'll be incorporating it into my spreadsheet.

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