By integrating services like Google Finance, Search in to spreadsheet functions, google docs has paved the way for endless possibilities.
Google spreadsheet function GoogleFinance() can be used to build stock portfolio tracker sheet that can fetch historical stock quotes to tell how your money is doing.
Click here to see the stock portfolio tracker sheet on Google docs.
Here is how you can create a simple stock / mutual fund / asset tracker application using Google docs:
1. Create the stock portfolio tracker table structure
A typical portfolio tracker has the following columns:
- Name of the asset – Stock name, MF name etc.
- # of units / shares held
- Purchase date
- Purchase price (will be fetched from GoogleFinance using formulas)
- Current price (also fetched from GoogleFinance)
- Gain / Loss % and values
2. The formulas to fetch current and historical quotes
Assuming the stock / company symbol as per the listing exchange is in cell B2 and purchase date is in cell C2, we can fetch historical stock price for that symbol on purchase date by the formula,
=GoogleFinance(B2,"price",C2)
But there is a problem with this formula as result is not single cell, but a 2×2 range as shown on the right. 
It returns date and price in 2 columns. We are only interested in the price of the stock on that date (ie bottom right cell in the returned range). We can fetch that value by using concatenate(), find() and mid() functions to parse out the required text. So the formula now becomes:
First in cell M2 we enter =concatenate(GoogleFinance(B2,"price",C2)) and then in the cell where the historical price is needed we enter =value(mid(M2,3+find(":",M2,1+find(":",M2)),99))
In order to fetch the current stock price we just need to enter =googlefinance(B2)
Note: Make sure that you use correct symbols for stocks / mutual funds and mm/dd/yyyy date formats for purchase date.
3. Finally add Gain / Loss calculations
This is a simple step where in we compute value on purchase and value today and then use them to compute Gain / Loss. We can modify the table to add some conditional formatting so that when a loss is made the numbers are in red color.
4. Enhancing the Portfolio Tracker
That is all. This is how we can create a simple stock portfolio tracker. But there are several interesting ways in which you can extend this.
- Add a spreadsheet form and use that to record stock purchases.
- Perform a thorough analysis of your holdings, research the companies, price trends etc. without leaving the spreadsheet.
- Get alerts when a price threshold is met, through RSS / email updates
- Add some graphs to see how / where your money going
Looking for a way to track stock / MF performance from excel, read this.
14 Responses to “How many ‘Friday the 13th’s are in this year? [Formula fun + challenge]”
in C3=2016
in C4=3
in C5=1 (the first next year with three Friday the 13ths)
=SMALL(IF(MMULT(--(MOD(DATE(C3+ROW(1:1000),COLUMN(A:L),13),7)=6),ROW(1:12)^0)=C4,C3+ROW(1:1000)),C5)
formula check in the next 1000 years
This will generate a table of counts of Friday the 13th's by year. If I didn't screw it up the next year with three is 2026.
I created a simple parameter table with a start date and end date that I wanted to evaluate. That calculates the number of days and generates a list of those days. Then filter and group. The generation of the list in power query (i.e. without populating a date table in excel) is pretty cool, otherwise this isn't really doing anything than creating a big date and filtering/counting.
let
Source = List.Dates(StartDateAsDate, Days2, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
With the parameters replaced by values should you want to play along at home. This runs for 20 years starting on 1/1/2016.
let
Source = List.Dates(#date(2016,1,1), 7300, #duration(1,0,0,0)),
ConvertDateListToTable = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
AddDayOfMonthColumn = Table.AddColumn(ConvertDateListToTable, "DayOfMonth", each Date.Day([Column1])),
AddYearColumn = Table.AddColumn(AddDayOfMonthColumn, "Year", each Date.Year([Column1])),
AddDayOfWeekColumn = Table.AddColumn(AddYearColumn, "Day of Week", each Date.DayOfWeek([Column1])),
FilterFriday13 = Table.SelectRows(AddDayOfWeekColumn, each ([DayOfMonth] = 13) and ([Day of Week] = 5)),
Friday13thsByYear = Table.Group(FilterFriday13, {"Year"}, {{"Number of Friday the 13ths!", each Table.RowCount(_), type number}})
in
Friday13thsByYear
=MATCH(3,MMULT(N(WEEKDAY(DATE(C3+ROW(1:100)-1,COLUMN(A:L),13))=6),1^ROW(1:12)),)+C3-1
It should be pointed out that Alex's solution, unlike some others, has the additional advantage of being non-array. My solution was nearly identical but with -- and SIGN instead of N and 1^.
=C3-1+MATCH(3,MMULT(--(WEEKDAY(DATE(C3-1+ROW(1:25),COLUMN(A:L),13))=6),SIGN(ROW(1:12))),0)
Sub Friday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim r As Long
Range("C7:C12").ClearContents
StartDate = CDate("01/01/" & Range("C3"))
EndDate = CDate("31/12/" & Range("C3"))
r = 7
For x = StartDate To EndDate
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Cells(r, 3) = Month(x)
r = r + 1
End If
Next
End Sub
Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3
Sub ThreeFriday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim WhatYear As Integer
Dim Counter As Integer
Range("E7").ClearContents
StartDate = CDate("01/01/" & Range("C3") + 1)
EndDate = CDate("31/12/" & Range("C3") + 100)
Counter = 0
For x = StartDate To EndDate
If WhatYear Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
End Sub
*RE-POST as not equal did not show earliuer
Calculate next year with 3 Friday 13th. Good for 100 years different from year entered in cell C3
Sub ThreeFriday13()
Dim StartDate As Date
Dim EndDate As Date
Dim x As Long
Dim WhatYear As Integer
Dim Counter As Integer
Range("E7").ClearContents
StartDate = CDate("01/01/" & Range("C3") + 1)
EndDate = CDate("31/12/" & Range("C3") + 100)
Counter = 0
For x = StartDate To EndDate
If WhatYear NE Year(x) Then
WhatYear = Year(x)
'Different year so reset counter
Counter = 0
End If
If Day(x) = 13 And Weekday(x, vbMonday) = 5 Then
Counter = Counter + 1
If Counter = 3 Then
WhatYear = Year(x)
Exit For
End If
End If
Next
Range("E7") = WhatYear
End Sub
earlier*
I've a doubt with using array formula here.
In sample workbook, I tried to replicate the formula again.
=IFERROR(SMALL(IF(WEEKDAY(DATE($C$3,ROW($A$1:$A$12),13))=6,ROW($A$1:$A$12)),$B7),"")
For this I selected C7 to C12, and typed the same formula and pressed ctrl+alt+Enter. But in all cells it is taking $B7 (and not $B7, $B8, $B9.... etc)
and since it is array formula I can't edit individual cell.
Please guide.
Thanks
Hi Chandoo,
Cool stuff. You need to clarify that the answer of 5 represents the 1st month in the year that has a Friday the 13th, and not the number of Fridays the 13th in the year. Subtle, but important difference.
Thanks,
Pablo
I like the MMULT() function far more, but here's how I would have tackled it. It uses an EDATE() base and MODE() over 100 years. I'm assuming that 100 years is enough time to catch the next year with 3 friday 13th's. Array entered, of course.
{=MODE(IFERROR(YEAR(IF((WEEKDAY(EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))))=6), EDATE(DATE(C3, 1, 13), ROW(INDIRECT("1:1200"))), "")), ""))}
Finding all the Friday the 13ths in a Year:
=SUMPRODUCT((DAY(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))))=13)*(TEXT(ROW(INDIRECT(DATE(C3,1,1)&":"&DATE(C3,12,31))),"ddd")="Fri"))
{=sum(if(day.of.week(DATe($YEAR;{1;2;3;4;5;6;7;8;9;10;11;12};13);1)=6;1;0))}
just list the years