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Demo stock portfolio tracker with Google Sheets and Google Data Studio

I am happy to announce the release of LION stock portfolio tracker. It is a personal stock portfolio tracker built with Google Sheets and Google Data Studio. The stock portfolio's transactions are managed in Google Sheets and its performance is monitored interactively on a beautiful dashboard in Google Data Studio.

You can try with the demo below and follow the LION stock portfolio tracker guide to create your own personal stock portfolio tracker with Google Sheets and Google Data Studio.

LION stock portfolio tracker dashboard in Google Data Studio

Demo dashboard

Demo spreadsheet

Guide

Disclaimer

The post and the LION stock portfolio tracker are only for informational purposes and not for trading purposes or financial advice. It is your responsibility to use the LION stock portfolio tracker for managing your investment. I shall not be liable for any damages relating to your use of the LION stock portfolio tracker.

Comments

  1. Exactly what I have been looking for! You are amazing buddy!! Is it possible to include XIRR at individual stock level for comparison purposes. I could add overall portfolio XIRR, but couldn't get it calculated at stock level.

    ReplyDelete
    Replies
    1. Thank you for your feedback and suggestion!

      It's the first time I hear about XIRR. I'll learn about it and see if I can add it to the stock portfolio tracker. If so, I'll publish a new post for it.

      Delete
    2. Hi, I hope you are doing well!

      I just want to let you know that thanks to your suggestion, I just published a series of posts about how to use XIRR and XNPV functions in Google Sheets to calculate the internal rate of return (IRR) and the net present value (NPV) of a stock portfolio at different levels (stock level and portfolio level).

      Please check them out below. Enjoy reading and thanks again for your suggestion!

      https://www.allstacksdeveloper.com/2021/12/time-value-of-money-pv-fv-npv-irr.html

      https://www.allstacksdeveloper.com/2022/01/how-to-calculate-the-internal-rate-of-return-IRR-and-the-net-present-value-NPV-of-a-stock-portfolio-with-google-sheets.html

      https://www.allstacksdeveloper.com/2022/01/how-to-use-XIRR-XNPV-functions-to-calculate-irr-npv-of-a-stock-portfolio.html

      Delete

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