
Get the document
Link: https://docs.google.com/spreadsheets/d/1IdRlc116B9qATWqHkyaCveUwVBqGykQiZR7tvMFjLzU/
Colorize the spreadsheet to improve overview: use green headers, white fonts, alternating colors, and auto-fill new rows, merging regions to highlight essential stock and crypto data.
Create a dynamic sparkline of historical stock prices in Google Sheets using the sparkline and Google Finance functions, driven by today and purchase date to visualize long-term trends.
Model a monthly $400 ETF saving plan in Google Sheets using googlefinance prices and index to compute purchased pieces, handle past and future dates with if conditions, and calculate value.
Extract dividends and income from a bank statement in google sheets using regex and two-condition sums. Import a csv, clean columns, and sum amounts by year with conditional sums.
Develop a gold-focused precious metals sheet in Google Sheets that fetches current prices, converts grams to ounces, and totals value for asset allocation in dollars.
Explore how to build and monitor a diversified asset allocation in Google Sheets using finance formulas for stocks, ETFs, crypto, exchange rates, historical data, and watch lists.
That's the only asset allocation you'll need. This course will teach you everything you need to know to stay up to date with your asset management of stocks, cryptos, and precious metals. With this overview, you can keep track of your finances anytime and from anywhere.
If you have completed this course, then:
you can display your current deposit value
you can you create a watchlist with purchase decision
you can you show a historical price history with a trend line
you can you create a currency converter with showing you the current currency rate
you can you evaluate dividends or income distributions from your bank statement
you can import crypto assets as well as altcoins from various external sources
What we go through in the course:
Get to know GOOGLEFINANCE formula
Query stocks and cryptos on various exchanges with GOOGLEFINANCE.
Query historical data.
Use SUMIF and SUMIFS functions to create automated evaluations
Query external data with the IMPORTXML function
Prepare imported data with the LEFT and RIGHT function.
Convert imported data to a number with VALUE function
Catch errors of functions and external data with IF ERROR
Use INDEX function for trimming table values
Querverweise zu anderen Tabellenblätter vornehmen
Make cross-references to other spreadsheets
Why Google Sheets?
Because you have access to your financial overview anytime and anywhere there is internet
You can access Google Drive on nearly every device
Google Spreadsheet as well as all functions and used interfaces are free of charge
The interfaces and formulas are constantly evolving and we will have more and more access to financial products and cryptos.
Google Sheet immer wichtiger wird und du somit nur ein Programm zum Bedienen für deine Finanzübersicht benötigst
I’m looking forward to see you in class
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