Demo stock investment portfolio tracker with Google Data Studio

As explained in the post Create personal stock portfolio tracker with Google Sheets and Google Data Studio, a personal stock portfolio tracker consists of 2 main elements: a spreadsheet in Google Sheets and an interactive dashboard in Google Data Studio. The dashboard below is built with Google Data Studio and visualizes data stored in the spreadsheet that can be found in the post Demo stock portfolio tracker with Google Sheets.

The dashboard below is not an image, it is a real one and is interactive. You can change some filters to see data from a different perspective. For instance, you can change the date range or select a particular stock.

NOTE: An enhanced version was published at Create personal stock portfolio tracker with Google Sheets and Google Data Studio.

Demo how to create stock investment portfolio tracker with Google Sheets and Google Data Studio

Note
Disclaimer
Feedback
Support this blog
Share with your friends

Note

To better understand the overall concept, please check out this post Create personal stock portfolio tracker with Google Sheets and Google Data Studio.

Disclaimer

The post is only for informational purposes and not for trading purposes or financial advice.

Feedback

If you have any feedback, question, or request please:

leave a comment in the comment section
write me an email to allstacksdeveloper@gmail.com

Support this blog

If you value my work, please support me with as little as a cup of coffee! I appreciate it. Thank you!

If you read it this far, I hope you have enjoyed the content of this post. If you like it, share it with your friends!

Comments

Use SPARKLINE to create 52-week range price indicator chart for stocks in Google Sheets

The 52-week range price indicator chart shows the relative position of the current price compared to the 52-week low and the 52-week high price. It visualizes whether the current price is closer to the 52-week low or the 52-week high price. In this post, I explain how to create a 52-week range price indicator chart for stocks by using the SPARKLINE function and the GOOGLEFINANCE function in Google Sheets.

Slice array in Google Sheets

Many functions in Google Sheets return an array as the result. However, I find that there is a lack of built-in support functions in Google Sheets when working with an array. For example, the GOOGLEFINANCE function can return the historical prices of a stock as a table of two columns and the first-row being headers Date and Close. How can I ignore the headers or remove the headers from the results?

Use SPARKLINE column chart to create price chart with reference price

I own and follow several stocks in my investment portfolio. I pick a reference price for each stock. To effectively track the movement of a stock, I need to visualize its 52-week prices based on the reference price that I determined. In this post, I explain how to do so with the SPARKLINE column chart in Google Sheets.

How to convert column index into letters with Google Apps Script

Although Google Sheets does not provide a ready-to-use function that takes a column index as an input and returns corresponding letters as output, we can still do the task by leveraging other built-in functions ADDRESS , REGEXEXTRACT , INDEX , SPLIT as shown in the post . However, in form of a formula, that solution is not applicable for scripting with Google Apps Script. In this post, we look at how to write a utility function with Google Apps Script that converts column index into corresponding letters.

Create personal stock portfolio tracker with Google Sheets and Google Data Studio

I have been investing in the stock market for a while. I was looking for a software tool that could help me better manage my portfolio, but, could not find one that satisfied my needs. One day, I discovered that the Google Sheets application has a built-in function called GOOGLEFINANCE which fetches current or historical prices of stocks into spreadsheets. So I thought it is totally possible to build my own personal portfolio tracker with Google Sheets. I can register my transactions in a sheet and use the pivot table, built-in functions such as GOOGLEFINANCE, and Apps Script to automate the computation for daily evolutions of my portfolio as well as the current position for each stock in my portfolio. I then drew some sort of charts within the spreadsheet to have some visual ideas of my portfolio. However, I quickly found it inconvenient to have the charts overlapped the table and to switch back and forth among sheets in the spreadsheet. That's when I came to know the existen

Manage Stock Transactions With Google Sheets

The first task of building a stock portfolio tracker is to design a solution to register transactions. A transaction is an event when change happens to a stock portfolio, for instance, selling shares of a company, depositing money, or receiving dividends. Transactions are essential inputs to a stock portfolio tracker and it is important to keep track of transactions to make good decisions in investment. In this post, I will explain step by step how to keep track of stock transactions with Google Sheets.

Stock Correlation Analysis With Google Sheets

Correlation is a statistical relationship that measures how related the movement of one variable is compared to another variable. For example, stock prices fluctuate over time and are correlated accordingly or inversely to one another. Understanding stock correlation and being able to perform analysis are very helpful in managing a stock portfolio investment. In this post, I explain in details how to perform correlation analysis among stocks in Google Sheets.

Compute cost basis of stocks with FIFO method in Google Sheets

After selling a portion of my holdings in a stock, the cost basis for the remain shares of that stock in my portfolio is not simply the sum of all transactions. When selling, I need to decide which shares I want to sell. One of the most common accounting methods is FIFO (first in, first out), meaning that the shares I bought earliest will be the shares I sell first. As you might already know, I use Google Sheets extensively to manage my stock portfolio investment, but, at the moment of writing this post, I find that Google Sheets does not provide a built-in formula for FIFO. Luckily, with lots of effort, I succeeded in building my own FIFO solution in Google Sheets, and I want to share it on this blog. In this post, I explain how to implement FIFO method in Google Sheets to compute cost basis in stocks investing.

Create a dividend income tracker with Google Sheets by simply using pivot tables

As my investment strategy is to buy stocks that pay regular and stable dividends during a long-term period, I need to monitor my dividends income by stocks, by months, and by years, so that I can answer quickly and exactly the following questions: How much dividend did I receive on a given month and a given year? How much dividend did I receive for a given stock in a given year? Have a given stock's annual dividend per share kept increasing gradually over years? Have a given stock's annual dividend yield been stable over years? In this post, I explain how to create a dividend tracker for a stock investment portfolio with Google Sheets by simply using pivot tables.

Demo stock investment portfolio tracker with Google Sheets

As explained in the post Create personal stock portfolio tracker with Google Sheets and Google Data Studio , a personal stock portfolio tracker consists of 2 main elements: a spreadsheet in Google Sheets and an interactive dashboard in Google Data Studio. You can take a look at the sample spreadsheet below to have an idea of how the data is organized and related. It is possible to make a copy of the spreadsheet to study it thoroughly. NOTE: An enhanced version was published at Create personal stock portfolio tracker with Google Sheets and Google Data Studio .

All Stacks Developer

Search This Blog