Simple Portfolio Tracker In Google Sheets

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DISCLAIMER: I am not a financial advisor, and this content is not financial advice. These videos are for entertainment and educational purposes only.

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[ThinkStocks]

Be sure to check out my Patreon (link in the description) to get immediate access to all 27+ portfolio trackers I have created over the years!

[FrankIjeoma-milc]

Every crash/collapse/recession provides an equal market opportunity if you are properly prepared and knowledgeable. I've seen people amass up to $800, 000 during crises and even with ease in a bad economy. Someone has undoubtedly become extremely wealthy as a result of the crash.

[YODAddyLIVE]

I just realized that you flipped the Cost Basis and Purchase Price, columns F and G from your original and the clean sheet. Threw me off a bit till I saw that. :) I know you mentioned it at 8:30 but since I went back to compare it to the original in the beginning, derp. All the math still checks out since it was mostly done new. Another great sheet. TY

I'd love to see one that showed ETF DRIP or one using Dollar Cost Averaging and create a calander for as many months or years as we wanted to chart.

[CindyAlexius]

I really enjoy creating these spreadsheets from your videos. I really like the complicated ones since they make me feel like I'm still a coder. Thanks for this simple one. Cheers!

[mmdkur]

Was curious to see the trade log and how it's connected to reach the average purchase price. Thanks

[katherineb]

This is amazing! Thank you so much for taking the time to share this with us.

[Dhgehani]

Superb Simple Stock Sheet Tracker.

Thank you for nice naration.

[murators]

Clean and simple. Love your sheets.
Thanks a lot!

[fabry]

I like the spreadsheet. I think the total return % column is incorrect. It should be (value/costs basis)-1. I could be wrong but you I believe you calculated percent change.

[INWMI]

Some advice to track transaction fees and diferent currencies change would be great, i've struggling with it for months, theres no easy way to do it

[Repvez]

can you show me, how can you do the dividend prognosis chart ? how can I calculate the yield 10 or 20 years in advance ? yes I know it is only speculation and not accurate but it helps to see which stocks can be the better choice if I can see the graf how change by different stock.

[diana]

How do you keep track of the different buys and dividend buys.

[NB-]

Nice, thank you! Can you add/track cash

[abdielgarcia]

Great video... there's any function in Google finance where you can extract or follow up revenues, free cash flow, stock base compensation, outstanding shares?

[EcoPy]

Love the vidoe. Can we do this in a excel?

[oliversteane]

what if we want to convert currency, if I have a stock that is priced in pounds, pences or euros? thankyou

[marcodecastro]

Its not that straight forward. Dropdown option nowhere to be found even through data validation. Google finance link doesn´t show up. Great table still, you have there.

[puttipongeakwong]

First of all thanks a million for sharing such a wonderful knowledge. 👍For a long time i have searched for it. May I ask some more questions please ? In the future if I buy or sell stock how should I fill in details ? such as
AAPL

Date Buy/Sell Price Share
2/1/2024 Buy 180 5
3/2/2024 Sell 170 2
4/3/2024 Buy 185 3

How should I fill in correctly Price, Purchase Price, Cost of basis ?
Thank you so much in advance for your answer.😀

[lucasnaddeo]

Thanks for the class, bro! is there any way to change the colors automatically for positive/negative returns? (green or red)

[davidkofler]

Nice tool, but you have to be careful when you use a German version of Sheets. Then the formular structure needs to be changend to the German language as followed eg. [=WENN(ISTLEER(A4); ""; GOOGLEFINANCE(A4))].