Dollar Cost Averaging Tracker in Google Sheets скачать в хорошем качестве

Dollar Cost Averaging Tracker in Google Sheets

An Automatic Dollar Cost Averaging Tracker for Stocks and ETFs. Created using Google Sheets! Access this ready-to-use tool: https://planetfinance.info/products/d... This is a demonstration and tutorial video of the Planet Finance Dollar Cost Averaging Tracker. With this tracker you will be able to understand how the Dollar Cost Averaging strategy can show us the power of investing with a long-term approach on a consistent basis. Play with the weekly, daily and lump sum scenarios to understand what is the best approach to take based on your individual situation. The tutorial explains how to build this automatic tracker from scratch. 🌐 Shop our trackers & tools: https://planetfinance.info 📈 Patreon subscription to support our work:   / planetfinance   ☕ Donations: https://ko-fi.com/planetfinance 📸 TikTok:   / planet.finance   As always, please let us know if you have any questions or feedback. This is always appreciated and we will try our best to answer as soon as possible. Thanks so much for watching! Cheers, PF 🔹Formulas: (Replace ◀ & ► with angled brackets). 🔹Inputs Table: =TODAY() 🔹Information Table: =GOOGLEFINANCE($C$5,"name") Edited Formula for Price to show price based on End Date: =INDEX(GOOGLEFINANCE(C5,"close",C7),2,2) =IFERROR(IF(GOOGLEFINANCE($C$5,"currency")="GBX","GBP",GOOGLEFINANCE($C$5,"currency")),"-") =IFERROR(IF($F$7=$C$10,"-",$C$10&" "&TEXT(GOOGLEFINANCE("CURRENCY:"&$F$7&""&$C$10&"")*F6,"#,###.00")),"-") =IFERROR(F7&C10&": "&ROUND(GOOGLEFINANCE("CURRENCY:"&F7&""&C10&""),2),"-") =IFERROR(IF($F$7=$C$10,"-","Contribution in "&$C$10&": "&TEXT(GOOGLEFINANCE("CURRENCY:"&$F$7&""&$C$10&"")*C8,"#,###.00")),"-") 🔹Trendy Chart: =SPARKLINE(GOOGLEFINANCE($C$5,"Price",C6,today())) 🔹Instrument CAGR: =C5&" CAGR:" =IFERROR((index(C:C,max(row(C:C)*(C:C◀►"")))/C17)^(1/(DATEDIF(B17,C7,"y")))-1,((index(C:C,max(row(C:C)*(C:C◀►"")))/C17)^(1/1))-1) 🔹Historical Data: =GOOGLEFINANCE($C$5,"price",$C$6,$C$7,"weekly") or =GOOGLEFINANCE($C$5,"price",$C$6,$C$7,"daily") 🔹Contributions Table: ="Contributions ("&F7&")" =ARRAYFORMULA(IF(C17:C ◀► "", IF(NOT(MOD(ROW(C17:C) - ROW(C17), C9)), C8, 0), "")) =ARRAYFORMULA(IFERROR(E17:E / C17:C)) =ARRAYFORMULA(IF(E17:E ◀► "", SUMIF(ROW(E17:E), "◀="&ROW(E17:E), E17:E), "")) =ARRAYFORMULA(IF(F17:F ◀► "", SUMIF(ROW(F17:F), "◀="&ROW(F17:F), F17:F), "")) =ARRAYFORMULA(IF(C17:C ◀► "", H17:H * C17:C, "")) =ARRAYFORMULA(IF(C17:C ◀► 0, H17:H * C17:C - G17:G, "")) =ARRAYFORMULA(IFERROR(J17:J / G17:G)) 🔹Lump Sum Contribution: =ARRAYFORMULA(IFERROR(C8)) 🔹Results Table: =SUM(E17:E) =SUM(F17:F) =J6*F6 =J7-J5 =J7/J5-1 =IFERROR((J7/J5)^(1/(DATEDIF(B17,C7,"y")))-1,((J7/J5)^(1/1))-1) =J5/J6 =J7/J6 =J12-J11 =IFERROR(IF($F$7=$C$10,"-",$C$10&" "&TEXT(GOOGLEFINANCE("CURRENCY:"&$F$7&""&$C$10&"")*J5,"#,###.00")),"-") Resources: CAGR: https://www.investopedia.com/investin... Dollar Cost Averaging Definition: https://www.investopedia.com/terms/d/... 🚩Chapters: 00:00 Demo 02:03 Tutorial #DollarCostAveraging #DCA #LSI