Sector Data

Ticker
GE
INTC
AAPL
DE
TSE:EXE
EXE.TO

GCIS

ICB

Industrials

Industrial Goods

Industrials

Industrial Goods

Industrials

Industrial Goods

Industrials

Industrial Goods

Industrials

Industrial Goods

Industrials

Industrial Goods

GCIS:
ICB:

=index(importxml("https://eresearch.fidelity.com/eresearch/goto/evaluate/snapshot.jht
=index(ImportHTML("http://finance.yahoo.com/q/pr?s="&A4&"", "table", 11), 2,2)

Note: importXML is not currently working correctly on the new Google Sheets. The formula works fine

to/evaluate/snapshot.jhtml?symbols="&A4&"","//div[@class='sub-heading']//span[@class='right']"),1)
"", "table", 11), 2,2)

. The formula works fine on the older version.

ass='right']"),1)

Latest Stock Price

Ticker
AAPL
GE
INTC
DE
TSE:EXE
EXE.TO

Google (US
only)

(US &
Canadian)

Yahoo
error
Finance API correction

123.38

#N/A

123.38

123.38

123.38

#N/A

123.38

123.38

123.38

#N/A

123.38

123.38

123.38

#N/A

123.38

123.38

123.38

#N/A

123.38

123.38

123.38

#N/A

123.38

123.38

Google (US
only)

=GoogleFinance(A4)

(US &
Canadian)

=ImportXml("http://www.google.com/finance?q="&A4&"", "//span[@class='pr']//*[1]" )

Yahoo
Finance API =ImportData("http://finance.yahoo.com/d/quotes.csv?s="&A4&"&f=l1")
error
correction

=iferror(iferror(ImportXml("http://www.google.com/finance?q="&A4&"", "//span[@class

pan[@class='pr']//*[1]" )

"&A4&"", "//span[@class='pr']//*[1]" ),GoogleFinance(A4)))

Quarterly Dividend Amount

Ticker
AAPL
GE
INTC
DE
TSE:EXE
EXE.TO
MORL

Finance (US (US stocks

only)
only)

Google (US Trailing (US (US and

and Canada) and Canada) Canada)

0.52

#N/A

#N/A

0.52

0.52

0.52

#N/A

#N/A

0.52

0.52

0.52

#N/A

#N/A

0.52

0.52

0.52

#N/A

#N/A

0.52

0.52

0.52

#N/A

#N/A

0.52

0.52

0.52

#N/A

#N/A

0.52

0.52

0.52

#N/A

#N/A

0.52

0.52

Finance (US
only)
=REGEXextract(REGEXreplace(index (importhtml("http://finance.yahoo.com/q?s="&A4
(US stocks
only)

=ImportXML("http://finance.google.com/finance?q=" & A4, "//td[@data-snapfield='late

Google (US
and Canada) =index((split(ImportXML("http://finance.google.com/finance?q=" & A4, "//td[@data-sna
Trailing (US
and Canada) =ImportData("http://finance.yahoo.com/d/quotes.csv?s="&A4&"&f=d")/4
(US and
Canada)

=(index (importhtml("http://finance.yahoo.com/q/ks?s="&A4&"", "table", 32), 2, 2))/4

using
ImportXML

=(Left(ImportXML(Concatenate("http://finance.yahoo.com/q?s=",A4,"&ql=1"),"//table[2

using
ImportXML
0.52
0.52
0.52
0.52
0.52
0.52
0.52

ce.yahoo.com/q?s="&A4&"&ql=1", "table", 3), 8, 2), "[()]", "") , "([^/]*) ")/4

d[@data-snapfield='latest_dividend-dividend_yield']/following-sibling::*")

=" & A4, "//td[@data-snapfield='latest_dividend-dividend_yield']/following-sibling::*"),"/")),1,1)

&"&f=d")/4

"", "table", 32), 2, 2))/4

=",A4,"&ql=1"),"//table[2]/tr[8]/td[1]"),4))/4

5-yr Dividend CAGR

Ticker
AAPL
GE
INTC
DE
TSE:EXE
EXE.TO

from
gurufocus
0.00%
0.00%
0.00%
0.00%
for Canadian
stocks
for Canadian
stocks

from
gurufocus

=index ( importhtml("http://www.gurufocus.com/dividend/"&A4&"", "table", 4), 2, 3)

4&"", "table", 4), 2, 3)

PEG Ratio
Ticker
AAPL
GE
INTC
DE
TSE:EXE
EXE.TO
statistics
page

statistics
page
0.92
0.92
0.92
0.92
0.92
0.92

=(index (importhtml("http://finance.yahoo.com/q/ks?s="&A4&"", "table", 11), 5, 2))

"", "table", 11), 5, 2))

XIRR
Date

Type

Stock

Cash Flow

2013-08-09 Buy

Coca Cola

-1713.91

2013-09-03 Buy

Coca Cola

-1484.28

2013-10-01 Div

Coca Cola

23.24

2013-10-02 Buy

Coca Cola

-23.24

2013-12-16 Div

Coca Cola

23.41

2013-12-17 Buy

Coca Cola

-23.41

2014-04-01 Div

Coca Cola

25.69

2014-04-02 Buy

Coca Cola

-25.69

2014-07-01 Div

Coca Cola

25.89

2014-07-02 Buy

Coca Cola

-25.89

2014-10-01 Div

Coca Cola

26.08

2014-10-02 Buy

Coca Cola

-26.08

2014-12-15 Div
2014-12-16 Buy

Coca Cola
Coca Cola

2013-06-11 Buy

Visa

-2715.99

2013-09-04 Div

Visa

4.95

2013-09-05 Buy

Visa

-4.95

2013-12-03 Div

Visa

6.01

2013-12-04 Buy

Visa

-6.01

2014-03-04 Div

Visa

6.02

2014-03-05 Buy

Visa

-6.02

2014-06-03 Div

Visa

6.03

2014-06-04 Buy

Visa

-6.03

2014-09-03 Div

Visa

6.05

2014-09-04 Buy

Visa

-6.05

2014-10-10 Buy

Visa

-2296.06

2014-12-02 Div

Visa

12.55

2014-12-03 Buy

Visa

-12.56

26.26
-26.26

Company
Coca Cola
Visa

XIRR:
=iferror(xirr(split(join(",",query(A$4

Ticker
KO
V

Market ValueXIRR
3663.21 7.26%
6867.07 7.26%

rror(xirr(split(join(",",query(A$4:D,"select D WHERE (B='Buy' OR B='Sell' OR B='Div') AND C="""&F4&""" "),H4,"

ND C="""&F4&""" "),H4,","),","),split(join(",",query(A$4:D,"select A WHERE (B='Buy' OR B='Sell' OR B='Div') AN

B='Sell' OR B='Div') AND C="""&F4&""" "),TODAY(),","),",")),0)

Graham Number
Ticker
AAPL
GE
INTC
DE
TSE:EXE
EXE.TO

Diluted EPS
(ttm)

8.65
8.65
8.65
8.65
8.65
8.65

Book value
per share
22.03
22.03
22.03
22.03
22.03
22.03

Graham #
65.48
65.48
65.48
65.48
65.48
65.48

Diluted EPS
=(index (importhtml("http://finance.yahoo.com/q/ks?s="&A4&"", "table", 20), 8, 2))
(ttm)
Book value
per share

Graham #

=(index (importhtml("http://finance.yahoo.com/q/ks?s="&A4&"", "table", 22), 7, 2))

=SQRT(22.5*B4*C4)

"", "table", 20), 8, 2))

"", "table", 22), 7, 2))

For more information regarding these formulas, please visit:

http://www.twoinvesting.com/2014/12/investing-formulas-for-google-spreadsheets/
FDIC insured, they may decline in value. Please consult with an investment professional before
investing any of your money.

rofessional before