All Stacks Developer

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.

When working with Google Apps Script, there are some tasks that I need to perform quite often. For that, I create a list of snippets that I can easily copy whenever needed. In this post, I share my useful snippets and my tips and tricks when working with apps script. If you have any snippet/tip/trick, you can share in the comment section.

As an investor, it is important to know the latest state of the stock portfolio. We need to know what stocks currently owned in the portfolio, how many shares for each one, how much dividend or gain contributed so far by each stock, etc. As we have registered stock transactions in a spreadsheet with Google Sheets, we can easily have the latest update from the stock portfolio by using pivot tables and GOOGLEFINANCE function.