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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.

How to manage stock investment positions in Google Sheets

Table of Contents

Make a copy

Make a copy of a stock investment portfolio tracker with Google Sheets

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.

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