How to Find the Cost Basis of Old Stock
Bought shares years ago and lost the records? Here is how to reconstruct cost basis from statements, transfer agents and historical prices, step by step.
5 min read
Read article →Category
Guides
Step-by-step walkthroughs for tracking your portfolio without a spreadsheet.
These are the how-to pieces: start at the beginning, follow the steps, end up with a portfolio you can actually read. Most of them assume you are already tracking your holdings somewhere and that the somewhere has stopped working — a sheet that goes stale, a broker app that only knows about one account, a folder of statements you never open.
We cover the mechanics rather than the theory. Making GOOGLEFINANCE pull live prices, moving a spreadsheet into something that prices itself, and recording a purchase so you never have to reconstruct it later. Where a guide touches tax, it explains the concept and sends you to a professional for your own situation.
GOOGLEFINANCE Function: Syntax, Attributes and Formulas
GOOGLEFINANCE syntax, the attributes worth a column, copy-paste formulas for price, P/E, market cap and 52-week range, historical data, and why it returns #N/A.
6 min read
Read article →