Build Your Own Stock Portfolio Tracker On Google Sheets
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In this video, I will break down how to make this stock portfolio tracker in google sheets. This video is long so make sure to get yourself a snack and get ready to crank this out over the next hour! This portfolio tracker is the most automated advanced tracker you will find on RU-vid! We will not only be pulling live market data and using complex google sheets functions, but we will also be creating our very own custom function called =MyPortfolio().
Please do not be intimidated by the length of this video and the complexity of the functions. I will you through every single step so anyone can make this for themselves!
Link to a MAJOR code and Tracker update: • Google Sheets Master P...
RU-vid Doesn't Allow greater than or less than signs in the description so I replaced them with these symbols: "▶","◀"
🔷Google Sheets Coding Tip:
🔸 99% of people will mess up on this code line: for(i = 0; i ◀tickers.length; i++){
🔸 Make sure this is free of any spelling mistakes, or syntax errors!
🔷Google Sheets Functions:
History Tab:
🔸 Total: =(if(isblank(B4),"",Abs(E4*D4)))
Positions Tab:
🔸MyPortfolio: =MyPortfolio(History!B3:B1001,History!D3:D1001)
🔸Purchase: =if(isblank(A3),"",AVERAGE.WEIGHTED(FILTER(History!E:E,History!B:B=A3,History!D:D▶0),FILTER(History!D:D,History!B:B=A3,History!D:D▶0)))
🔸Price: =if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"Price"))
🔸Change%: =if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"changepct")/100)
🔸Change$: =if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"change")*B3)
🔸Cost: =if(ISBLANK(A3),"",C3*B3)
🔸Value: =if(ISBLANK(A3),"",D3*B3)
🔸Gain%: =if(isblank(A3),"",(D3-C3)/C3)
🔸Gain$: =if(ISBLANK(A3),"",H3-G3)
Dashboard Tab:
🔸Account Value: =B3+B4
🔸Positions: =SUM(Positions!H3:H30)
🔸Cash: =sumif(History!C:C,"Deposit",History!F:F)-sumif(History!C:C,"Withdrawal",History!F:F)+sumif(History!C:C,"Sell",History!F:F)-sumif(History!C:C,"Buy",History!F:F)
🔸Day change: =sum(Positions!F3:F30)
🔸Unrealized Gains: =sum(Positions!J3:J30)
🔸Realized Gains: =sumif(History!C:C,"Sell",History!F:F)-sumif(History!C:C,"Buy",History!F:F)-sumif(History!C:C,"DRIP",History!F:F)+sum(Positions!G3:G30)
🔸Number of Trades: =countif(History!C:C,"Buy")+countif(History!C:C,"Sell")
🔸Shares Owned: =sum(Positions!B3:B20)
🔸Average Share Cost: =(Sum(Positions!G3:G16))/B10
🔸Number of cash deposits: =countif(History!C:C,"Deposit")
🔸Money Hourly Salary: =(B6+B7)/2080
🔸Dividend Income: =sumif(History!C:C,"DRIP",History!F:F)
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#googlesheets #portfoliotracker #googlefinance
21 янв 2021