written by reader Real Money Portfolio

By springhousefarm, November 14, 2020

This is not a discussion, per say, but a question rather, and one that I suspect you’ve gotten many times before. I’ve only been a member for a few months now and am really enjoying your site. I
particularly find your Real Money Portfolio spreadsheet presentation efficient and very well done and am wondering if you offer it’s format to your subscribers, or if you offer any advice or guidance as to how one could go about setting one up for themselves.
Many thanks,
Mike Quisenberry

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

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Travis Johnson, Stock Gumshoe
November 15, 2020 7:04 pm

Thanks… I reworked it substantially this year and haven’t considered making it available as a Google Docs template, but maybe it would be helpful if I could figure out how. Appreciate the suggestion!

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raekon
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raekon
November 23, 2020 4:48 am

Yes, I was wondering the same thing as OP. A general template with the fomulas you are using in your spreadsheet would be awesome and very useful to track my own portfolio aswell. Would be a very welcome bonus for subscribers and it shouldn’t be too hard to make. In the worst case there are a lot of sheet experts out there on fiverr and similar services that could help us. Thanks for considering it!

Travis Johnson, Stock Gumshoe
November 23, 2020 10:55 am
Reply to  raekon

It’s actually about 100 spreadsheets that combine into one summary sheet, so it’s a little more manual a setup process than I can easily recreate — but I’ll talk to some folks who are more expert in Google Doc templates to see if there’s an easy way to share the basics. Thanks again.

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