USING FINANCE FUNCTIONS

DC Chapter of BetterInvesting October 8, 2018

WHY GOOGLE SHEETS?

• Available on any platform with a web browser • Google Finance provides real time financial data – at no cost • Can link individual sheets together to build complex spreadsheets • Spreadsheet can be shared (view only or editable) • If you know how to use Excel, you can use Google Sheets • Provides bells and whistles like graphs and condition formatting using color FUNCTIONS

• Name • P/E • Price • EPS • Opening Price • 52-week High • Daily High • 52-week Low • Daily Low • Beta • Volume • Market Cap • $ Change Today • Shares Outstanding • % Change Today • "price" - Realtime price quote, delayed • "pe" The price/earnings ratio. by up to 20 minutes. • "eps" - The earnings per share. • "priceopen" - The price as of market • "high52" - The 52-week high price. open. • "low52" - The 52-week low price. • "high" - The current day's high price. • "change" - The price change since • "low" - The current day's low price. the previous trading day's close. • "volume" - The current day's trading • "beta" - The beta value. volume. • "changepct" - The percentage • "marketcap" - The market change in price since the previous capitalization of the stock. trading day's close. • "tradetime" - The time of the last • "closeyest" - The previous day's trade. closing price. • "datadelay" - How far delayed the • "shares" - The number of realtime data is. outstanding shares. • "volumeavg" - The average daily trading volume. FUNCTIONS

• Name • 1-wk Return • Price • 4-wk Return • Date of Last Price • 13-wk Return • $ Change Today • 52-wk Return • % Change To d ay • 156-wk Return • YTD Return • 260-wk Return • Expense Ratio • Morningstar Rating • Distribution yield • "closeyest" - The previous day's closing • "returnday" - One-day total return. price. • "return1" - One-week total return. • "date" - The date at which the net asset • "return4" - Four-week total return. value was reported. • "return13" - Thirteen-week total • "returnytd" - The year-to-date return. return. • "return52" - Fifty-two-week (annual) • "netassets" - The net assets. total return. • "change" - The change in the most • "return156" - 156-week (3-year) total recently reported net asset value and the return. one immediately prior. • "return260" - 260-week (5-year) total • "changepct" - The percentage change in return. the net asset value. • "returnday" - One-day total return. • "yieldpct" - The distribution yield, the • "morningstarrating" - The sum of the prior 12 months' income Morningstar star rating. distributions (stock dividends and fixed • "expenseratio" - The fund's expense income interest payments) and net asset ratio. value gains divided by the previous month's net asset value number. HISTORICAL PRICE DATA

• "open" - The opening price for the specified date(s). • "close" - The closing price for the specified date(s). • "high" - The high price for the specified date(s). • "low" - The low price for the specified date(s). • "volume" - The volume for the specified date(s). • "all" - All of the above. SYNTAX

• GOOGLEFINANCE(ticker, [attribute], [start_date], [end_date|num_days], [interval]) • ticker - The ticker symbol for the to consider. • Need at least a ticker and an attribute • Examples: • =GOOGLEFINANCE(”GOOG”, “price) • =GOOGLEFINANCE(A2,A3) • =GOOGLEFINANCE("GOOG", "price", DATE(2017,1,1), DATE(2017,12,31), "DAILY") • =GOOGLEFINANCE("GOOG","price",TODAY()-30,TODAY())

QUESTIONS?