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Investing Checklist + Portfolio Rebalancing Spreadsheet

🕑 Added 2025-08-03 12:06:02 +0000 UTC

Comments

Kaswrp

Hey Aditya, yes the ADRs are currently not available on the platform at the moment. We primarily focus on US stocks which should all be accurate at the moment. Thanks

aditya anand

Kartik , some of the ticker live price is not coming through correct. for example LLOY, BARC (seems the UK ones) as translating the P300.0 ($3) to $300

DC

Kaswrp

Hey Suresh, once you type the company name - can you go up to “data” and select “stocks” so excel can recognize that as a stock. Try that please. Thanks.

Surresh Raju

I'v added the file to Google Sheets, the company name doesn't work for me, just wondering if it works this way? Thanks.

Jack M

These are great, thanks! Will be studying options with you later this year.

Morpheus

Great video! I love this type of lectures and tools. As a novice long term investor diving into stock picking, I have a total of 28 stocks in my growth portfolio that accounts for 10% of my net worth. So, I call this portfolio my aggressive playground. I was having difficulty going about managing the portfolio allocations and this spreadsheet will be very useful. I’m looking forward for more content like this. Thanks!

Kaswrp

Hey Olga, That is strange. it is working for me. If the stock is not loading up, please go to the "data" tab up top and select "stocks". It should work.