With the help of this Google Sheets template, you can quickly create an interactive and simple-to-understand investment portfolio.
a Google Sheets spreadsheet that makes it simple for you to understand your portfolio's performance.
Check out the example sheet here:View
The portfolio sheet before
- You must establish standards for your investments and portfolio. However,
- The absence of easy-to-use portfolio tracking tools prevents investors from being able to simply assess their portfolio's performance.
- As a consequence, an investor may find out by searching and conducting research online whether or not his portfolio experiences the projected increase.
- Even if an investor is gathering information about their assets and portfolio, they might not have a mechanism in place to analyse and visualise the information in order to provide adequate data.
The portfolio sheet follows the
- The template is simple to use, has a transparent workflow, and can be shared with investors.
- As soon as data is submitted, portfolio trackers are quickly produced with aesthetically pleasing and tidy dashboards.
- All of the investment data is contained on a single worksheet.
- The realised and unrealized gains for each stock may be monitored by an investor.
- A shareholder can keep track of their overall dividend payout.
- Instantaneous categorization of investments for visual breakdown
- A dashboard that shows the whole portfolio.
- Just one data entry per transaction into a data sheet
- Drop-down menus that are dynamically filtered and update as you type to speed up data entry and reduce human error!
- This sheet having feature of recording Cash deposits & withdrawals and Long or Short positions. Also adding Daily Gain/losses,Dashboard, Watchlist, Portfolio History and many more features.
How does it function?
- Step 1: Fill up the "Data" spreadsheet with your data.
- Step 2: Open the "Dashboard" spreadsheet's interactive dashboard.
- That's it. Thank you!
- An investment portfolio tracking spreadsheet template
- A spreadsheet contains a step.
Why can't I simply purchase a template and edit it myself?
Of course, I say!
Therefore, save yourself time and effort and get the template if you're interested in purchasing the investment portfolio tracker, so that you may use it right away.
If I need assistance, will I get it?
Yes! Please email me if you need assistance or have any suggestions! The template contains the mail ID.