Build Your Own Portfolio Dashboard Tracker in 20 Minutes! (Portfolio Tracker in Google Sheets)

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In this video, I take you step by step on how to build an automated portfolio dashboard tracker. Let me know if you have any questions!

*Formulas Below

1 Yr Trend Line: =if(A5="","",sparkline(GOOGLEFINANCE(A5,"Price",today()-364,today())))

Here is the updated formula to pull dividends and industry:

Dividends:

Industry:

=if(I2="","",Left(Q2, Search(" |",Q2)))

*Be sure to adjust I2 to where your ticker is located

Be sure to adjust these cells to refer to where your stock are listed.

I am not a Financial advisor or licensed professional. Nothing I say or produce on YouTube, or anywhere else, should be considered as advice. All content is for educational purposes only. I am not responsible for any financial losses or gains. Invest and trade at your own risk.

[Dividendology]

Dividend Formula:

Industry Formula:

1 Yr Trend Line:
=if(A5="", "", sparkline(GOOGLEFINANCE(A5, "Price", today()-364, today())))

[NoExcuses_FckExcuses]

I can’t believe I found this. Dude you are the Goat 🐐

[AshwinKrishna-imvq]

Thank you so much. Found it is very valuable to get the ball rolling. I am trying to DIY my own tracking dashboard.

[AquaSol]

Hi. My sheets says this: "Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive" for the dividend formula. Can you please tell me why?

[RakeshBharatChandraYadavBasabo]

I am actually unable to fetch dividend from the given URL. The error shown is ' Function INDEX parameter 2 value is 7. Valid values are between 0 and 1 inclusive. '

[aladinzahran]

Thank you so much for another wonderful job. You are absolutly amazing. I learnd a lot from you understanding google sheets and I enjoyed your presentation for Portfolio Tracker. Thank you again for a great job.

[onlytanofficial]

Wow!!! This tutorial is way beyond what I expected. If we are good at making the dashboard like this, we can have greater benefits to our investment or any data collection. Thanks for sharing and creating this tutorial. It's totally awesome!!!

[TomasVarnik]

How can we calculate the cost of stocks when selling some of them? This only works if we only buy, but selling and buying does not reflect the real cost

[eirinigeorgiou]

Great video, I spent over 50 minutes reviewing it, because it is a little bit old, but I also created my own sheet! Great work and thank you for helping your audience build their dividend wealth.

[marysmith]

Is it possible to include the announcement date, ex dividend date & dividend payment date in the Spreadsheet?

[Ten_Broeck]

Thank you so much I learned tons that I can use for more spread sheets I want to make, and now I have a cool Portfolio dashboard

[mbilly]

it would be nice if you can add functionalities for the ledger, e.g. buy MSFT multiple times and able to consolidate to a singe total sum.
Here you only show 1 stocks already consolidated..

[ico_]

Hey, great work on these trackers! I built one of my own based on your ideas, but I have a question.

If I buy the same stock 2 or 3 times, does google sheets know these are basically the same stock (same ticker) or do I need to do like an average price / share for all my purchases and put them in one table entry?

Thanks and greetings from Germany!

[_VlCTOR_]

I like this video so much. Need to find time to create such excel files by myself

[dm]

Important information to have on ur chart is PPS or BVPS ...

[willowandluka]

Trying to figure out what changed with the formula for dividends. It’s displaying a percentage instead of the dividend amount. For example, KO is showing “1.95 (3.28%)”. Just gotta get rid of that percentage part.

[mariannagreenlee]

Wow, thank you so much!! I am going to go chart crazy right now😂

[TchBeatz]

Superstar - thanks for uploading this! 👌🏽

[Garrick]

How to inculcate automating rebalancing in it. Like I provide the entry date and exit date for stocks in my portfolio

[trevorsoderholm]

Hey for the industry stock I don’t know if it’s just me but the link no longer works