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Stock Portfolio Spreadsheet (Super) Template

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Fersko

Contributor
Nov 3, 2018
27
20
16
Hi Fastlaners,

A few days I ago I was searching for a good Google Spreadsheet template, for managing my stock portfolio. Then, I stumbled upon this amazing spreadsheet: Investment Portfolio Tracker - TMOAP Official Version 8.3

Too good not to share!

These are it's features:
  • Uses Google Finance formulas to automatically pull the current share price of your investments daily
  • Calculates the $ and % return of your portfolio between any range of dates
  • Comparison of your portfolio’s performance versus the S&P 500 index and any custom benchmark of your choice
  • Dividend tracking
  • Reporting on realized gains (super helpful during tax time!)
  • Flexibility to group your investments into custom categories (e.g., domestic stocks, international stocks, bonds, etc.)
  • Tracks assets in multiple countries, and converts all values into one common currency
  • Automated re-balancing calculations versus your target asset allocation
  • Supports up to 250 stock tickers, 10 investment accounts, 25 investment categories, and 5 currencies
Literally every feature an investor dreams to have in his spreadsheet :)

Didn't make this myself so;
All credits go to the respectful owner -> https://themeasureofaplan.com/

Hopefully it can be put to good use to some of you!

Don't mind sharing other tracking methods you guys might use!

Fersko
 

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ZF Lee

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Hi Fastlaners,

A few days I ago I was searching for a good Google Spreadsheet template, for managing my stock portfolio. Then, I stumbled upon this amazing spreadsheet: Investment Portfolio Tracker - TMOAP Official Version 8.3

Too good not to share!

These are it's features:

Literally every feature an investor dreams to have in his spreadsheet :)

Didn't make this myself so;
All credits go to the respectful owner -> https://themeasureofaplan.com/

Hopefully it can be put to good use to some of you!

Don't mind sharing other tracking methods you guys might use!

Fersko
Sweet! Thanks for the share.

While my stock trades are limited to my local markets for now, I made my own Excel spreadsheets to track my buys, sells and profit/loss.

However, when other things like dividends and cut-loss and position-reductions come in, things often get messy. This Excel sheet should settle things nicely.
 

Fersko

Contributor
Nov 3, 2018
27
20
16
Sweet! Thanks for the share.

While my stock trades are limited to my local markets for now, I made my own Excel spreadsheets to track my buys, sells and profit/loss.

However, when other things like dividends and cut-loss and position-reductions come in, things often get messy. This Excel sheet should settle things nicely.
Yea, I still keep my own sheet though for 'the quick glances', because this one can be overkill too sometimes
 

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