Fersko
Contributor
User Power
Value/Post Ratio
70%
- Nov 3, 2018
- 44
- 31
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:
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
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
- 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
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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