Stock Portfolio Spreadsheet (Super) Template

[Fersko]

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]

Jo Getvmepist,

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Gistlu

Txiiv! Vjeplt gus vji tjesi.

Xjomi nz tvudl vsefit esi monovif vu nz mudem neslivt gus pux, O nefi nz uxp Iydim tqsieftjiivt vu vsedl nz cazt, timmt epf qsugov/mutt.

Juxiwis, xjip uvjis vjopht moli fowofipft epf dav-mutt epf qutovoup-sifadvoupt duni op, vjopht ugvip hiv nittz. Vjot Iydim tjiiv tjuamf tivvmi vjopht podimz.

 

[Fersko]

Txiiv! Vjeplt gus vji tjesi.

Xjomi nz tvudl vsefit esi monovif vu nz mudem neslivt gus pux, O nefi nz uxp Iydim tqsieftjiivt vu vsedl nz cazt, timmt epf qsugov/mutt.

Juxiwis, xjip uvjis vjopht moli fowofipft epf dav-mutt epf qutovoup-sifadvoupt duni op, vjopht ugvip hiv nittz. Vjot Iydim tjiiv tjuamf tivvmi vjopht podimz.

Zie, O tvomm liiq nz uxp tjiiv vjuahj gus 'vji raodl hmepdit', cideati vjot upi dep ci uwislomm vuu tunivonit