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Showing posts with the label Stock Portfolio Tracker

Compare stock portfolio to compound interest saving account

In investing, it is important to define the target that we want to achieve. Many investors like to compare their portfolios with a market index, but is outperforming the market index a good target? It is not a quantitative target to be measurable as market indexes fluctuate daily. I, personally, aim only for 10% growth a year. If at the end of the year, I see my portfolio grows 10%, I am pleased with that result no matter that S&P500 grows 50% the same year. To see if my stock portfolio grows in line with the 10% target, I choose to compare it to a saving account with the same interest. In this post, I will show you how to use a fictive saving account with daily compound interest as the target to benchmark a stock portfolio. Idea Computation Visualization Evolution of target saving account with 5% annual compound interest Evolution of target saving account with 10% annual compound interest Evolution of target saving account with 15% annual compound interest Conclusion

LION stock portfolio tracker - Release Announcement

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. Demo dashboard Demo spreadsheet Guide Disclaimer Demo dashboard Demo spreadsheet Guide LION Stock Portfolio Tracker - 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 LIO

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 existence

Compare stock portfolio to market indexes

As investors, we always want to see our portfolio grows over time. If a portfolio made a 1000$ of gain in one year, is it good enough? Should we gauge the portfolio's performance against an alternative investment, for instance, a market index? Should we aim to beat that index? In this post, we will see how to compare a stock portfolio to market indexes by using Google Sheets, Apps Script, and Google Data Studio. Select market indexes to compare Method to compare Guides Prepare data with Google Sheets and Apps Script Visualize benchmark in Google Data Studio Demo Conclusion Note References Disclaimer Select market indexes to compare In the context of stock investment, investors can compare the performance of their portfolios over a period of time with an alternative investment such as a market index, a portfolio of another investor, or even a single stock if they don't want any diversification, etc. In general, a market index is a good benchmark because it re

Stock Portfolio Tracker Dashboard With Google Data Studio

In the series of building personal stock portfolio tracker, we have learned how to use Google Sheets to register transactions . We have then used the pivot table and GOOGLEFINANCE function to compute the latest position of the stock portfolio . We have made a step further to use Apps Scripts to compute automatically and daily the stock portfolio's evolution . However, after all, we have several tables of data as the result which do not tell any story yet. We need to present those data in graphs to understand the portfolio's performance and make improvements accordingly. We can effectively plot graphs in different aspects directly in Google Sheets as it provides many charting tools. However, in my experience, having charts and data in the same spreadsheet is not very convenient because charts and tables tend to overlap each other and of lack of interactivity. We should have a dedicated dashboard to have an overview of the stock portfolio and we can do it greatly with Google Dat

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 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. Click here to open it in Google Data Studio Note Disclaimer 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

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. 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. As mentioned in the post Create personal stock portfolio tracker with Google Sheets and Google Data Studio , we will use Google Sheets as a database to register transactions and here is how: 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 :

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 Data