Our site runs on donations to keep it running for free. Please consider donating if you enjoy your experience here!

Sortable Spreadsheet – New Instructions


Updated 7/23/2023

Please NOTE that this will not work with EXCEL only Google Sheets.

  1. You need a Google Account to use this sheet correctly. Go here to set up an account if you do not have one. While an account gives you gmail and other apps it importantly gives you an account for accessing and using Google Sheets.
  2. After creating an account with Google make sure you are signed in.
  3. Go the the sortable spreadsheet which you can find here.
  4. Once you open the spreadsheet as long as you are logged into your Google account the spreadsheet will automatically be in you spreadsheet list.
  5. You will see that when you open the spreadsheet it will say ‘view only’.
  6. Make a copy of the sheet for yourself–go to File, Make a Copy then give it the name you want.
  7. You will now be able to use own copy to sort etc.

Note that there are 3 sheets to the spreadsheet–I have hidden 2 which are not needed by you unless you wish to make changes. The tab you need is labeled “Filter”.

Unless you are very well versed in Google Sheets I would suggest not modifying the other 2 pages–BUT if you are like me and just can’t help yourself you can always come back here if you ‘break’ the sheet.

22 thoughts on “Sortable Spreadsheet – New Instructions”

  1. What’s up with the Sortable Sheet? Used to just download. Now shows as needing to request access? I requested yesterday, no access yet. I’m OK waiting if that’s how it’s supposed to work, or is this something broke/not working right? Thanks for making the sheet available and updating.

    1. See #3 line in instructions above. I clicked on it and the spreadsheet simply opened. * You need to be signed into your GOOGLE account. Hope this helps.

      1. Must have been fixed as I was clicking on #3, had a pop-up to request access. Now opens the spreadsheet. Thanks

  2. Not sure the correct place to post this item.
    On the page entitled “Floating Rate and Fixed-to-Floating Rate Preferred Stocks”, I was looking at AGNCO. It lists the spread over 3mL as 4.332%. In fact, the spread over 3mL is 4.993%. (I believe the reason for the typo is that AGNCM has a spread of 4.332%, which is listed correctly on the same page).

    1. While I’m on nitpicks, I see the potential coupon for NLY-F listed as 8.633%. I’m confident that the dividend determination date is 9/29 at 11am London time. When I look at the history of libor pricing on web pages, I see 3.74286% as the 3mL rate on 9/29. That would suggest a coupon of 8.735%. I think 8.633% is based upon the 9/28 3mL rate. But maybe the popular web based rates shift the date because of the time difference? Just wondering which is correct? Thanks

  3. FWIW, AFSIN listed twice in the spreadsheet with differing data and missing AFSIA and AFSIM.

  4. Tim,
    Just a reminder of calls, effective today/tomorrow of securities on the master list: DRUA, SAF, UZA, TDI.

    1. Bur–sure I always look for suggestions–but with the caveat that I would 60-70 hours a week right now at my “real job” so my ability to spend great amounts of time ‘renovating’ right now are real limited. Also I paid a google sheets expert to build the original version and I no longer have a ‘sheets’ expert–just my old brain.

      1. Okay, I’ll put comments/corrections to the sheet here (as a new comment) as I have them, for you to address as and when you have the time.

  5. Had no trouble opening it…just reduced it to 90% so all the columns fit on the screen.

    Only problem, wanted to save it to my documents…couldn’t do it.

    1. Ron–you should have no problem saving it as long as you have a google account–all the instructions are on the page–https://innovativeincomeinvestor.com/sortable-spreadsheet-new-instuctions/

Leave a Reply

Your email address will not be published. Required fields are marked *