Automated Stock Performance Spreadsheet
Originally published: 08/01/2021 09:04
Last version published: 09/01/2021 09:44
Publication number: ELQ-99307-2
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Automated Stock Performance Spreadsheet

Automated investment risk management tool for investors.

What is it?
This Google spreadsheet is an automated investment risk management tool for retail investors. The customisable spreadsheet uses real time weekly data to measure the risk and reward of a security. The user simply inputs the ticker for a stock, ETF, currency or index to automatically calculate its performance measures. The statistical performance measures include the CAGR, Sharpe ratio, volatility, annualized return and many more.

Why I created this?
- More accurate return expectations.
- More objective decisions.
- More investment control.
- More robust portfolio.

How I created this?
- Imported Google Finance data into Google Sheets.
- Used descriptive statistics to calculate performance and risk.
- Created a Probability Distribution Function (PDF).
- Created a box plot and Pareto chart.
- Tested for 6-8 months.

How to download?
1. Purchase the MS Word file "download.docx" with access link.
2. Click on the Link, a new window will pop-up.
3. Click "Make a copy".
4. Begin using.

Happy to answer any questions and provide ongoing support.

Quotes are sourced Google Finance and may be delayed up to 20 minutes. Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. The document is strictly private and confidential and may not be copied nor its contents passed to any third party

This Best Practice includes
1 Google Sheets document

Acquire nonprofit license for $20.00

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