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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: OrmontUS 🐝  😊 😞
Number: of 15058 
Subject: OT: Following real-tiportfolio using Google Sheets
Date: 05/18/2025 10:36 AM
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I used to use an interactive Excel worksheet linked to Yahoo Finance to follow my stock portfolio. A few years ago, this blew up when Yahoo made changes.

Long story made short, I came across this web site: http://www.tawcan.com whose author had created something similar using Google Sheets generally linked to Google Finance.

While you have to be logged into Google Sheets to use this (I don't think it will work with Excel, for example), it updated pretty much real-time on its own. While the sample he has posted has a couple of challenges (handling dividends), his work was very valuable and my version actually incorporates multiple currencies and tracks things like the USD index, spot gold/silver and so on.

Jeff
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Author: longtimebrk   😊 😞
Number: of 15058 
Subject: Re: OT: Following real-tiportfolio using Google Sheets
Date: 05/18/2025 11:30 AM
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Excel stock lookup function works seamlessly for me. Quite useful. Try it out
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Author: Daltonjohn   😊 😞
Number: of 15058 
Subject: Re: OT: Following real-tiportfolio using Google Sheets
Date: 05/18/2025 1:03 PM
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Here is another Google Finance portfolio tracker available for free.

https://investmentmoats.com/stock-market-commentar...
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Author: clock98   😊 😞
Number: of 15058 
Subject: Re: OT: Following real-tiportfolio using Google Sheets
Date: 05/18/2025 10:57 PM
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Do we know if there is one that will produce output for 2025, 2026, 2027 earnings estimates on specific stocks when available? I find it interesting to track how earnings estimates change over time.
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Author: OrmontUS 🐝  😊 😞
Number: of 15058 
Subject: Re: OT: Following real-tiportfolio using Google Sheets
Date: 05/19/2025 7:48 AM
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"Do we know if there is one that will produce output for 2025, 2026, 2027 earnings estimates on specific stocks when available? "

I haven't seen one and it's probably a bit too specific.

That said, one of the free AI's like ChatGPT or Copilot might be able to provide a matrix (I would check two just in case one suffers from hallucinations)

Jeff
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Author: Aussi   😊 😞
Number: of 15058 
Subject: Re: OT: Following real-tiportfolio using Google Sheets
Date: 05/19/2025 1:00 PM
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Do we know if there is one that will produce output for 2025, 2026, 2027 earnings estimates on specific stocks when available? I find it interesting to track how earnings estimates change over time.

SIpro has the values listed below and are also included in GTR1. Using GTR1 you should be able to get the values you are looking for.

Aussi


Company name
Ticker
Exchange
Sector
Industry
Date--Current fiscal year
Date--Latest Quarterly EPS
EPS Est Q0
EPS Est Q0-High
EPS Est Q0-Low
EPS Est Q0-Last month
EPS Est Q0-3 Months Ago
EPS Est Q0-Number
EPS Est Q0-Revisions up
EPS Est Q0-Revisions down
EPS Est Q0-Std. dev.
EPS Est Q1
EPS Est Q1-High
EPS Est Q1-Low
EPS Est Q1-Last month
EPS Est Q1-3 Months Ago
EPS Est Q1-Number
EPS Est Q1-Revisions up
EPS Est Q1-Revisions down
EPS Est Q1-Std. dev.
EPS Est Y0
EPS Est Y0-High
EPS Est Y0-Low
EPS Est Y0-Last month
EPS Est Y0-3 Months Ago
EPS Est Y0-Number
EPS Est Y0-Revisions up
EPS Est Y0-Revisions down
EPS Est Y0-Std. dev.
EPS Est Y1
EPS Est Y1-High
EPS Est Y1-Low
EPS Est Y1-Last month
EPS Est Y1-3 Months Ago
EPS Est Y1-Number
EPS Est Y1-Revisions up
EPS Est Y1-Revisions down
EPS Est Y1-Std. dev.
EPS Est Y2
EPS Est Y2-High
EPS Est Y2-Low
EPS Est Y2-Last month
EPS Est Y2-3 Months Ago
EPS Est Y2-Number
EPS Est Y2-Revisions up
EPS Est Y2-Revisions down
EPS Est Y2-Std. dev.
EPS Growth Est
EPS Growth Est-High
EPS Growth Est-Low
EPS Growth Est-Last month
EPS Growth Est-Number
EPS Growth Est-Revisions up
EPS Growth Est-Revisions down
EPS Growth Est-Std. dev.
Quarterly Surprise-Date
Quarterly Surprise-EPS
Quarterly Surprise-Difference
Quarterly Surprise-Est
Quarterly Surprise-Percent
Quarterly Surprise-Std. dev.
Quarterly Surprise-SUE Q1
Qtrly Surprise-Prior Qtr-Date
Qtrly Surprise-Prior Qtr-EPS
Qtrly Surprise-Prior Qtr-Difference
Qtrly Surprise-Prior Qtr-Est
Qtrly Surprise-Prior Qtr-Percent
Qtrly Surprise-Prior Qtr-Std. dev.
Qtrly Surprise-Prior Qtr-SUE
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