ALOIS GRABER

Date: 11th march 2025

TECH INDEPENDENCE

  1. What?
  2. Download LibreOffice and Financials-Extension
  3. Download Spreadsheet
  4. Portfolio tracker implementation
  5. Return calculator
  6. Visualization
  7. Make a website

WHAT?

Tech independence is not depending on any particular company or software.

The only tools you need are the common open source basics built into any Linux or BSD operating system — free public-domain tools that are not owned by anyone, and can run on any computer.

Learn a few of these basic tools, and you can run your own private spreadsheet on any computer forever, for the rest of your life. Calculate your own return and loss/profit. Make some pie charts and share them online. No more subscriptions needed.

You can ignore all the companies offering “solutions”, even if they are free, because they take away self-reliance. The point is to know how to do it yourself, not to have somebody do it for you. It’s worth a little up-front work, like learning how to drive.

DOWNLOAD

  1. Download the free office suite: LibreOffice
  2. Download the Financials-Extention.oxt file.
  3. Open LibreOffice.
  4. Click on Tools then on Extensions...
  5. Click on Add
  6. Add the downloaded Financials-Extension.oxt file which is usually under Downloads.
  7. Restart the programme

DOWNLOAD SPREATSHEET

  1. Download data.ods.
  2. Copy it to your desktop or into your webpage-file.
  3. Download Spreadsheet data.ods
  4. Open it with LibreOffice.
  5. Check that Column M, Row 4 says: =GETREALTIME(A4,21,"YAHOO")*GETREALTIME("USDCHF","LAST_PRICE","FT")
  6. If not restart LibreOffice and check if the Financials-Extention is there.

PORTFOLIO TRACKER IMPLEMENTATION

  1. Select everything from A5 to P41
  2. Right click and select Delete... and click on OK
  3. Do the same for row 3
  4. To get the price of a stock (e.g. IBM) enter: =GETREALTIME("IBM",21,"YAHOO")
  5. If you put in the symbol in column A instead of "IBM" you can just write A4.
  6. To get the exchange rate (USD to Swiss franc) enter: GETREALTIME("USDCHF","LAST_PRICE","FT")
  7. To refresh the data click on Data then Calculate then Recalculate Hard.
  8. By fees I mean fees that apply to your overall portfolio not on a single stock purchase (added in Broker Cose)
  9. The last row consist from left to right: Total Broker Cost, Total Portfolio value, Total loss/profit and sum of all parts (always is 100% except if something is wrong).
  10. Add a row to add a stock.
  11. For the full documentation click here.

RETURN CALCULATOR

  1. Download the returncalc.ods file.
    2. Download returncalc.ods
  2. Open it with LibreOfficeCalc
  3. Select from A4 to S14 and click on delete button. Select OK.
  4. Set the first date (L2 and P1) to the beginning of the quarter when you started investing.
  5. Set the second date to 3 months later.
  6. Ignore column A to G except for A, D and E (fill those with the required info).
  7. Your net worth without investments (automatic in M2) should be however much your your portfolio + cash (only cash if you started then) was worth at the beginning of the quarter.
  8. N2, Q2 and R2 should update automatically.

    9. Next Quarter:

  9. Set your net worth with investments equals to your net worth without investment + Total loss/profit.
  10. Drag formulas down by clicking on the small blue square (at the bottom right of a cell after cell is clicke) and dragging it down to the next cell.
  11. Under Return since 31.12.2021 you can see your return. The money you saved and added later on is adjusted as if you had invested that money from the first day.
  12. To calculate the S&P500 return just divide the present price by the price when you started investing. If you want to adjust it to Swiss francs (or whatever currency you use) multiply it with ((USD to CHF now) / (USD to CHF when you started)).
  13. Then add that number to S&P500 Return since... (Column S)

VISUALIZATION

  1. Download livestock.html file

    2. HTML Files

    Download Livestock.html
  2. You can put both this file and the data.ods file in your website-folder. (Any folder)
  3. If you do not have a website skip this subsection until RUN A LOCAL WEBSERVER.
  4. You can now access it through your website and skip the next section (RUN A LOCAL WEBSERVER).
  5. Please send me the link at alois.graber.comicloud.com@gmail.com

RUN A LOCAL WEBSERVER

If you do not have a website but you still want to visualize your data file, follow the steps bellow.
If you do have a website just put livestock.html and data.ods into one folder and then It should be available under yourwebsite.com/livestock.html.
If you want to make a website head on over to the Make A Website part.

INSTALLING PYTHON
WINDOWS
  1. Download python here.
  2. IMPORTANT: Click on Add python.exe to PATH
  3. Choose Install Now
  4. In the Command Prompt type: python --version
  5. You should see the python version number.
MAC
  1. Download python here.
  2. Run the installer package and follow the instructions.
  3. Verify installation by typing in Terminal: python --version
  4. You should see the python version number.
LINUX
  1. Using package manager:
  2. Verify installation by typing in Terminal: python --version
  3. You should see the python version number.
RUNNING A LOCAL WEBSERVER
  1. Navigate to the folder containing livestock.html
  2. Start the web server by typing python -m http.server
  3. If that doesn't work type: python3 -m http.server
  4. Open a browser and type http://localhost:8000/livestock.html

MAKE A WEBSITE

  1. Go to sive.rs/ti#register.
  2. Make a website.

If you have any questions or suggestions please email me at alois.grabericloud.com@gmail.com