The spreadsheet is updated periodically. When this happens, you will receive an email outlining the changes that were made.

In order to apply these changes to your copy of the spreadsheet, you will need to follow these steps:

Make a new copy of the spreadsheet

Follow the initial instructions and create a new copy of the updated spreadsheet

Getting Started

Migrate the values from the old spreadsheet to the new one

For each sheet (Stocks, Portfolio, Dividends):

• select a range of yellow cells
  • you can select multiple cells at once by holding down shift
• ctrl + c to copy them
• open the new spreadsheet
• select the same range you just copied
• right click, and select Paste special > Values only