I opened my big fat mouth about my spreadsheet and some friends asked for a copy. So I cleaned it up and thought I'd just post it here for you all to share if you want.
Hawk Stock Sheet
- ...is built upon Cola's Stocks 3.0 Spreadsheet.
- So, it's official name is Hawk-a-Stock-Cola
- (obviously! Too predictable?).
Features
What blocks to buy first - I still feature the same stock blocks information (Stock Blocks tab) that Cola had with a couple of customizations because I'm lazy. For example, if you start buying blocks from the top, you can know your total daily passive income and the cost it takes to get that income.
"Cumu" stands for "cumulative". Let's not be childish about it.
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Your current holdings and their profit / loss (Holdings tab) - all your current holdings are updated and then ordered by performance, then color coded to make your panic easier to initiate.
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Do you have investments that you hold only for the stock block benefits - and don't want to see them mixed in with your current holdings that are for trading only? No problem. Go to the API tab and paste in the "transaction ID's" (Holding column from the Holdings tab) in green column. Now your Holdings tab will only show investments that you're currently trying to make money on. Your block that you're holding for passive benefits are safely hidden. Yes, I am a genius. Donations accepted.
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Trade History with profit/loss (Trades tab) - in this tab, you'll have to scroll right and put an API key with FULL access to get your history. This one is separate in case some people aren't comfy with that. This tab will show you your sales with profit/loss for your last 100 sales.
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If you merge or split, they will not show. Seriously, never merge if you're tracking stuff. We don't blend the bad in with the good. That's yucky. And splits aren't supported because ...well, just go program that yourself, dang it.
Wait, there's more!
Tell them what we have for them, Johnny!
Mobile updates - Want to update your spreadsheet on mobile but the stupid Google Sheets app doesn't support buttons? We have a solution for that (but it takes some setup on your part).
Just use the "Mobile Update" drop-down on the Holdings tab and change it to UPDATE NOW
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It will update the same as if you're on a computer.
The app supports this, but you'll have to set up a trigger which is documented below.
Basic Setup for the Spreadsheet
First, go to the Stock Blocks tab and put a Limited access API key in the API box (it is blacked-out but you can still type in it - so sneaky!)
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Second, hit the [Click!] button (same as the [Update] button on the Holdings tab). Then you'll have to authorize, which is a 35-step process thanks to Google security. Do this...
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(Continue)
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(Sign in or choose account)
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(Advanced)
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(Go to Hawk a Stock Cola (unsafe))
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(Allow)
That's it. The buttons on the Holdings and Stock Blocks tabs should work.
Additional Setup for Mobile Option
To make the mobile update work, do the following from your computer.
1) Extensions menu, choose Apps Script
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2) Choose the Triggers menu
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3) Add Trigger
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4) Make the options look like this (don't be scared)
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5) That's it, you're done. Now go FULL STONKS on the run.
Mentions: Cola's Stocks 3.0 Spreadsheet