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Showing posts with the label Stock Portfolio Tracker
Demo stock investment portfolio tracker with Google Data Studio

Demo stock investment 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. NOTE: An enhanced version was published at Create personal stock portfolio tracker with Google Sheets and Google Data Studio .
Demo stock investment portfolio tracker with Google Sheets

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 .
Manage Stock Transactions With Google Sheets

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.
Monitor stock investment portfolio with Pivot table and GOOGLEFINANCE function in Google Sheets

Monitor stock investment portfolio with Pivot table and GOOGLEFINANCE function in Google Sheets

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.