Stock portfolio tracker is investment moats attempt at creating an online spread sheet that will let a stock investor 1) monitor your stocks in a portfolio 2) track stock purchase by transactions 3) transactions compatible includes purchase, sale, dividend.
This spreadsheet uses google finance to pull the prices of your investments sometimes google finance will give errors for for certain investment symbols or dates if this is happening, try refreshing the spreadsheet (by refreshing your browser or by pressing f5 or controlf5) if this still does not work, you will need to manually enter the prices on the your portfolio holdings tab (columns h, ae, and aj).
tracking your investments with google sheets google sheets has a nifty little function called googlefinance, which allows you to monitor a.
you will get a numerical symbol, which you can use instead. For example, to find the current share price of tata motors using the numerial symbol, you can use googlefinance(bom500570,price) on google sheets.
Change title and add the headers as following add the title of document and the column names.
setting up the investment portfolio tracker back to top if you havent done so already, open the investment portfolio tracker file in google sheets (log in to your google account, and then click file make a copy to create your own version). First up, use the setup tab to customize this spreadsheet for your own investment portfolio.
It retrieves fiat values (usd, eur, ) automatically and generates reports, while giving you all flexibility of sheets that you need.
learn how to setup a crypto portfolio tracker with google sheets to track things like cost basis, profitloss, and so much more! Get the sheet httpsdoc.
Whether its a home or business budget, tracking stocks and investments, or managing payments and invoicesusing a spreadsheet can help you keep it all organized. If you are not a spreadsheet expert, it can be hard to design a data structure that makes sense. It is important to structure data in a way makes it easy for users to manage and monitor.