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Bloomberg spreadsheet not updating

These functions will automatically be refreshed when you open the spreadsheet or change the ticker symbols on the Portfolio sheet.

You’ll see that most of this sheet is the light green do-not-touch color.

If you have a lot of historical data, you have a couple of choices.

You can either 1) take the time to enter each and every purchase, sale, and received dividend with the dates they happened, or 2) figure out your current cost basis and make a single purchase for that amount in the year you originally purchased the stock.

This page lists all your stocks in the order that they appear on the Portfolio sheet.

Using the script that I discussed above, the last price, dividend per share, ex-dividend date, and the dividend pay date are all retrieved from IEX.

This way I’d at least have the total dividend information for each stock per year.

For information on how to add dividends that you receive and how dividend reinvestment works for this spreadsheet, please visit the FAQ (still underdevelopment).You will not be able to add your own stocks to the spreadsheet until you do this.This spreadsheet uses the Google scripting language to refresh the latest price and dividend information from Yahoo Finance.The company name can be whatever you want, but the symbols for US traded companies should match how they show up on IEX.You can adjust your symbols by searching for them here: IEX Stocks.Drop down selections – These allow you to pick from a predefined list. You can change the validation for these drop down selections by choose …when selecting the desired cell or column of cells. This is the main page where you will enter the stocks you own.Alpha Vantage API is also used to provide the latest stock price information for international stocks.See: Replacing Yahoo Finance with the IEX API and Alpha Vantage in Google Sheets For detailed information on each column please visit the Appendix.If I had years and years of data to enter, I’d likely take the aggregate approach myself.I then would calculate the amount of dividends I received each year for each stock, if this information is available, and enter those as aggregate individual yearly transactions.

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