Comment bien gérer son portefeuille boursier?

“Le risque provient de ne pas savoir ce que l’on fait. — Warren Buffet”

I. Analyser pour prévenir les erreurs.

II. Suivre pour maximiser les profits.

=GOOGLEFINANCE(“ticker”;”attribut”)
=GOOGLEFINANCE(“ticker”; “attribut”; DATE(2020;1;1); DATE(2020;12;31); “DAILY”)
=ImportJSON(“https://finnhub.io/api/v1/stock/metric?symbol=fb&metric=margin&token=bq7i6ffrh5r82dn984q0","/metric/netProfitMargin5Y","noHeaders")*1%
=IMPORTHTML(“url”,”tableau ou liste”,index)
=QUERY(IMPORTHTML(“https://en.wikipedia.org/wiki/List_of_S%26P_500_companies";"table");"select Col1, Col2, Col4, Col5”)
=ARRAYFORMULA(A1:C1+A2:C2)
=ARRAYFORMULA(IF(LEN(N3:N),(N3:N-J3:J),))
=IMPORTXML(“url”,”xpath”)

III. Gérer son portefeuille avec une application mobile

=IMPORTRANGE(“https://docs.google.com/spreadsheets/d/abcd123abcd123"; “Feuille1!A1:C10”)

IV. Quelques idées d’amélioration futures?

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M2 Student @Hetic | Growth @Shine | www.cocobay.io

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