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Showing posts with the label Google Sheets tutorials

Compute daily evolutions of a stock portfolio with Google Sheets and Apps Script

When it comes to investment, it is not only important to know the up-to-date state of portfolio but also to track its evolution day by day. We need to know on a specific day, how much money has been invested in the portfolio, the current market value of owned shares, the available cash and the current profit. Visualizing those historical data points on a time-based graph helps us to identify which transactions were good and which were bad. This post shows how to compute automatically those historical data points by using data in Transactions sheet and the built-in GOOGLEFINANCE function of Google Sheets. A sample spreadsheet can be found in this post Demo stock portfolio tracker with Google Sheets . You can take a look at the sample spreadsheet 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. Concept Fetch historical data with GOOGLEFINANCE Automate with Apps Script Create a historical data sheet

Demo stock 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 . Make a copy Note Disclaimer Make a copy Click here to make a copy 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.

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. Define the structure of transactions Use Google Sheets to register transactions Demo Note References Disclaimer Define the structure of transactions In the example, I assume that a transaction generally has 5 main attributes: Date : It is the moment when a transaction happened. Type : It can be one of the following values: DEPOSIT : When money is added to the portfolio BUY : When money in the portfolio is used to buy shares of a company SELL : When money i

Google Apps Script tips and tricks

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. Effective use of the GOOGLEFINANCE function to get historical prices of stocks in a spreadsheet (Sheets, Apps Script) Clean empty cells for a sheet (Sheets, Apps Script) Get letter for a column index (Sheets, Apps Script) Copy a sheet as HTML table (Sheets, Apps Script) Add a menu on opening a spreadsheet (Sheets, Apps Script) Hide a sheet by name (Sheets, Apps Script) Show a sheet by name (Sheets, Apps Script) Create a new sheet or clear content of an old sheet if exists (Sheets, Apps Script) Effective use of the GOOGLEFINANCE function to get historical prices of stocks in a spreadsheet (Sheets, Apps Script) As I manage my stock port

Monitor stock portfolio with Google Sheets (Pivot table and GOOGLEFINANCE function)

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. Use a pivot table to group transactions by symbols Configure the pivot table Positions Use GOOGLEFINANCE function to get real-time information for stocks Conditional formatting columns Demo Note References Disclaimer Use a pivot table to group transactions by symbols The pivot table helps to see relationships between data points. To see how each stock contributes to the portfolio, we will create a pivot table that originated from the Transactions sheet. Select the Transactions sheet. Select the 5 columns A:E . In the menu at the top, click Dat