Since I own Sampo and the Mandatum demerger is now happening, I’m wondering how I should record it in the sheet so that the purchase prices for Sampo and the “acquisition costs” for the new Mandatum shares are correct for the future? This isn’t a straightforward stock split, which is what the sheet is built to handle.
Is anyone else in the same situation, or how have you solved this?
Initially, you record the acquisition cost for Sampo as [original purchase price] x 0.9 and for Mandatum as [original purchase price] x 0.1. Then you wait for a ruling like this from the tax authorities and correct the exact figures
At least that’s what I did, even though I didn’t use the same template.
I took Grafton’s price data from the Berlin Stock Exchange, but I’ve now entered it in pence via the London Stock Exchange. The price is closer to the correct one now, but it doesn’t affect the percentages. I still get a pretty good chart with Morningstar’s portfolio tool.
Does anyone know what magic word gets Excel’s “Stocks” feature to find Mandatum?
The instructions say that companies can be found by their ticker, and that’s how it has worked for me. Mandatum’s ticker MANTA finds the company: Manta Ray FI Multimercado Credito Privado IE.
Can it be found under the ticker MANTA.ST? For some reason, e.g. on Yahoo Finance, only the Stockholm Mandatum (ST = Stockholm) is found, which seems to have the correct data in terms of the price.
Try changing the commas to semicolons. Those quotation marks also change their format on the Inderes website, so you should try retyping them manually. It works for me with this formula:
Does anyone have an Excel template where you could easily export/import all data from, for example, Nordnet or other brokers in CSV format? After a quick search, I found many good templates in this thread, but as far as I understand, you have to manually enter every single transaction into all of them.
In Sheets, I haven’t been able to get Nordea’s data from Google Finance for a couple of days now. On the GF website, it shows the same HEL:NDA-FI ticker as before, but the prices are in krona. How could this be fixed?
Same problem here. As a temporary workaround, I switched the NDA-FI ticker to NDA-DK, which seems to work, though the price is in Danish krone. I set GOOGLEFINANCE(“EURDKK”) as a divisor for the price, so it’s in euros again.
Hey. Price fetching stopped working for me too. I switched to this and it seems to work, though just for the price since I haven’t tried fetching anything else.
This is definitely the most annoying part of spreadsheet tracking, that these things just break every now and then. And I feel like a lot of tickers have disappeared from Google Finance lately. I don’t think there are any Frankfurt-listed ETFs there anymore, for example. I even sent a message about it, but haven’t heard back.
