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

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.

GOOGLEFINANCE Best Practices

Anyone using Google Sheets to manage stock portfolio investment must know how to use the GOOGLEFINANCE function to fetch historical prices of stocks. As I have used it extensively to manage my stock portfolio investment in Google Sheets , I have learned several best practices for using the GOOGLEFINANCE function that I would like to share in this post.

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.

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.

How to use WEEKDAY function to get last Friday in Google Sheets

As I manage my stock investment portfolio in Google Sheets, I need to see its evolution over time, for example, in the last year. However, the computation for daily evolution is resource-consuming and might cause performance issues for the spreadsheet. As an alternative, I compute only the weekly evolution of the investment portfolio for the last year. For each week, I compute only the portfolio's value at the end of the Friday. For that, I need a Google Sheets formula to return the last Friday for a given date. This post explains how I do that with the WEEKDAY formula 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?

Compute daily evolution of a stock investment portfolio by using only built-in functions of Google Sheets

To effectively track a stock investment portfolio, it is necessary to know its evolution in the past. As I use Google Sheets to track my stock investment portfolio, I have researched and successfully implemented several solutions. In this post, I am happy to share in detail how to compute the daily evolution of a stock investment portfolio by simply using only the available built-in functions in Google Sheets.

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...

How to calculate the internal rate of return (IRR) and the net present value (NPV) of a stock portfolio with Google Sheets

As a long-term investor, I need to know how to evaluate the performance of my stock portfolio. A simple return on investment calculation is not a good indicator for long-term investment because it does not take into account the holding duration, and cash flows involved during that period. A return on investment of 80% after 20 years is not as impressive as it sounds after 1 year. In this post, I explain the idea of using Google Sheets to calculate the internal rate of return (IRR) and the net present value (NPV) of a stock portfolio.

Compute cost basis of stocks with LIFO method in Google Sheets

The Last In, First Out (LIFO) method is an accounting method used to calculate the cost basis of a stock portfolio. It is the opposite of the First In, First Out (FIFO) method, where the oldest shares are sold first. In the LIFO method, the most recent shares are sold first. In the previous post Compute cost basis of stocks with FIFO method in Google Sheets , I explained how to implement FIFO method in Google Sheets to compute cost basis in stocks investing. In this post, I explain how to implement LIFO method in Google Sheets to compute cost basis in stocks investing.

All Stacks Developer

Search This Blog