Google試算表個股紀錄 - 理財
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By Agatha
at 2021-05-31T21:30
at 2021-05-31T21:30
Table of Contents
小弟韭菜一枚,分享我根據個人習慣創立的google試算表
目標如下:
1.從證券網站export CSV(我只有嘉信證券戶)
2.資料丟進去試算表後,試算表可以自動更新(我用了巨集)
3.可以快速檢視持股分批進出場的頻率及損益
4.手機可以瀏覽
範例截圖如下:
https://imgur.com/TgO3YlQ
https://imgur.com/7slkSCQ
https://imgur.com/L0m0OJP
空白範本(嘉信): https://reurl.cc/R01mZr
範例試算表: https://reurl.cc/Dg6E0d (請另存副本)
巨集操作示範影片: https://youtu.be/ckupy4J6woE
ps1. 非嘉信用戶照理說稍作調整應該也是可以兼容
ps2. 報價使用了morningstar xml & google finace函數,有些股
如BRK.B需自行調整RAWDATA才能正確顯示
希望這會對大家有點幫助~
2021/6/6 update:
空白範本(TD)(beta): https://reurl.cc/832vAX (請另存副本)
沒實際TD網站損益可以驗證,麻煩有錯再指正
補充一個發現,C8欄位的Qty我只有拉Buy / Sell做加總
少考慮到股息再投入,TD的範例我看到就順手加了。但
反而嘉信我不知道RAW長怎樣所以還沒處理
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└┘ ─ └┘── └┘ └──┘ └┘ ─
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