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Create Your Own Stock Tracker: Beginner Google Sheets Tutorial 

Michael Jay - Value Investing
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Build and create your own stock portfolio tracker in this Google Sheets tutorial! The stock tracker we build will give you a quick dashboard so that you can monitor your entire stock portfolio performance in real time. Subscribe here for more content: bit.ly/SubscribeMichaelJay
This tutorial is targeted to beginners who do not have much experience with Excel or Google Sheets. As such it is relatively slow paced and relaxed, walking you through the process and providing you some spreadsheet tips along the way. You will get the most value out of this video by following along and creating your own stock tracker spreadsheet in Google Sheets with the video. More advanced users can skip around using the timestamps below. In the future, we will continue building out this spread sheet with more advanced features.
► Access my stock portfolio & financial spreadsheets here: michaeljay.teachable.com/p/mi...
DISCLAIMER: This video is a resource for educational and general informational purposes and do not constitute actual financial advice. No one should make any investment decision without first consulting his or her own financial advisor and/or conducting his or her own research and due diligence. There is no guarantee or other promise as to any results that may be obtained from using this content. Investing of any kind involves risk and your investments may lose value.
AFFILIATE DISCLOSURE: Some links may be affiliate links, meaning, at no additional cost to you, I may earn a commission if you use that link to make a purchase or sign up for a service.
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Outro: / vibin-kevatta-x-saib
Saib: / saib_eats
Kevatta: / kevatta

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3 июл 2024

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Комментарии : 515   
@MichaelJayValueInvesting
@MichaelJayValueInvesting 6 лет назад
This tutorial is targeted to beginners who do not have much experience with Excel or Google Sheets. As such it is relatively slow paced and relaxed, walking you through the process and providing you some spreadsheet tips along the way. We can do more advanced tools if you are interested (leave a like/comment to let me know)! Timestamps for navigation 00:58 Getting started with inputs 03:40 Creating formulas 04:08 Price 06:46 Total gain/loss 08:36 Total equity 09:36 Portfolio percent 12:34 Total cost 13:07 Formatting 16:31 Building out the stock dashboard 19:55 Building the portfolio visuals - portfolio allocation chart 22:45 Building the portfolio visuals - portfolio performance chart 25:34 Summary 26:24 How to get notified of my upcoming free stock spreadsheet course If you have any questions or comments (including technical issues building your spreadsheet, just leave a comment below.
@DarkKnight-jv7tv
@DarkKnight-jv7tv 5 лет назад
Can you a video for JD.Com
@yamturbo
@yamturbo 5 лет назад
Thanks. I have to add to your sheet the transfer from USD to CAD since I am buying on both markets
@PhillipChangMD
@PhillipChangMD 5 лет назад
Excellent video. I appreciated the idea of creating and customizing my portfolio in a way I wanted to see it. My question is how do you handle the addition and subtraction of of additional shares in a stock that you already own? As far as I can see from you video, this spreadsheet is handling stocks that you are buying and holding. Thanks.
@epicscoreCS2
@epicscoreCS2 4 года назад
how do you make it so google doc adds Dividence info?
@Lilttlejan
@Lilttlejan 4 года назад
You lost me on total equity can explain what you did there?
@shannachung4012
@shannachung4012 5 лет назад
this is awesome. I just wish you showed us how to add dividend info
@jc0758
@jc0758 3 года назад
For the "negatives" to appear red or the "positives" to appear green it is easier to do the following after selecting the desired cells: 1. Click the "Format" tab 2. Click on "Conditional formatting" 3. (For negatives) In the menu "Format cells if:" select "Less than" and insert the value of zero under it. Then change the letter color to red and the background color to white. Finally click "Done" (For Positives) Click on "Add another rule" and do the same as above but instead of "Less than" use "Greater than" and instead of red use green.
@mariaa4716
@mariaa4716 2 года назад
BEST tutorial on creating investment tracker. I have scrolled through dozens of tutorials and this is by far the BEST. Thank you .
@jorjorjorjorz
@jorjorjorjorz 3 года назад
YOU MAD LAD, I'VE WATCHED THE FIRST 5 MINUTES AND THIS HAS ALREADY IMPROVED MY LIFE BY A FACTOR OF 2X 🔥🔥🔥🔥🔥
@ArunprasadC
@ArunprasadC 4 года назад
Absolutely I love this video, this was the one which I was searching for... Very informative and well laid out video... Awesome and thank you!!
@sladerodriguez5431
@sladerodriguez5431 4 года назад
You are a life saver, using this in my Economics class thank you!!!!
@josiahhall8430
@josiahhall8430 4 года назад
Thank you so much Michael! This was what exactly I needed. I appreciate you making a video that won't get as many views, but is extremely helpful for a niche of investors.
@suebenbow6860
@suebenbow6860 2 года назад
I really like the way you speak slowly so its easy to follow. Thank you
@samuelhernandez4918
@samuelhernandez4918 5 лет назад
Thank you so much! I literally followed step by step as I'm new to investing and to spreadsheets.
@CinemaTeacher
@CinemaTeacher 4 года назад
Beautiful spreadsheet! 😍 Never thought I'd say that, but I learned a lot. Thank you, Michael! 👏🏼
@faizelmahomed1568
@faizelmahomed1568 3 года назад
You know what, its people like you that keep the world going round, an absolute gem u are thanks mate so grateful :-)
@WayneB
@WayneB 4 года назад
I have stocks in about 50 different companies and I didn't think I could perform this task but by following your guide step by step I was able to list all of my stocks and create a pie chart. Your guide is easy to follow and very helpful. Thanks.
@donald7385
@donald7385 4 года назад
@Michael Jay, thank you for taking the time to make this tutorial. Making spreadsheets is not my favorite. I literally spent half of my Sunday following every single steps to make my M1finance spreadsheet.
@craigcothren
@craigcothren 4 года назад
I FOUND THIS GREAT...... I OPENED A GOOGLE SHEET SEPARATELY AND FOLLOWED YOUR DIRECTIONS STEP BY STEP......well done
@hello.fridays
@hello.fridays 4 года назад
Thank you so much for sharing this. I had such a hard time consolidating my investments, but you made this incredibly easy to follow. Great pace and instructions!
@jayrice2932
@jayrice2932 4 года назад
Thanks Michael, I followed along and made one for my portfolio. Much nicer presentation than the one I had made previously. Very easy to see at a glance how things are doing.
@dougrobertson9279
@dougrobertson9279 3 года назад
Michael, I also want to say that it's a great video. You're a great teacher. First time I was actually able to make a spreadsheet. Thanks. Doug
@salamx1976
@salamx1976 4 года назад
Very helpful tutorial for beginners. Appreciate how you go slow and explain everything even little details. Easy to follow along. Thank you and keep up the good work.
@waterloo1198
@waterloo1198 4 года назад
This has been so helpful to me, thanks for sharing this with us!
@Mr11Earl11
@Mr11Earl11 4 года назад
Hi Michael: I just want to thank you for taking time to share how to setup a tracking Portfolio of HOLDINGS. Simple, straight forward, very informative. Thanks!!!! I will be following your advice regarding advanced tools, very interested.
@wello106
@wello106 3 года назад
You are a blessing .... I am a newbie to all of this and I feel like a grand-master after the presentation
@sapperj807
@sapperj807 4 года назад
Learned a bunch. Thanks!
@kurtpl6133
@kurtpl6133 4 года назад
That is simply perfect, thank you.
@ron0598
@ron0598 2 года назад
Best tutorial I ve seen
@davidanderson5420
@davidanderson5420 5 лет назад
It took a number of times going through it, stopping and starting and rewinding. Overall it was a really good experience and I’ve learned a lot. I will look forward to your next videos
@MichaelJayValueInvesting
@MichaelJayValueInvesting 5 лет назад
Glad you found it helpful David! I'll try to have another spreadsheet tutorial out soon. If you haven't already check it out, her is one other tutorial you might enjoy: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qr3xU7HsNag.html
@viniciusrangel7295
@viniciusrangel7295 4 года назад
Thank you very much for this video. I wouldn't be able to build this myself, this is perfect. I had trouble on the pie chart, but with some editing it worked out fine. Keep on the good job
@jeromepatel5314
@jeromepatel5314 3 года назад
Solid Introduction to create a highly useful Stock Portfolio Spreadsheet & Pie Chart. THX
@gplayer3006
@gplayer3006 3 года назад
This guy is legend.
@muffy1004
@muffy1004 4 года назад
Great tutorial! Thanks!
@vincentwitteveen256
@vincentwitteveen256 2 года назад
Great demo video! Thank you 🙏🏻
@MechanicsStudents
@MechanicsStudents 4 года назад
This is an EXTREMELY helpful tutorial. Thanks a lot!
@Hurls
@Hurls 3 года назад
Excellent Video, Thanks!
@cybercruiser69
@cybercruiser69 3 года назад
Great Instructional Video!!!!
@RonSconiVideos
@RonSconiVideos 4 года назад
I have multiple brokerage accounts and this tool is just what I've been looking for. I'll be sure to return to your channel to get more tips on this and other Google Sheets tips. Thank You
@jamesstephen1516
@jamesstephen1516 3 года назад
Namaste . Thanq bro .. for the crisp script and education
@samsheertc
@samsheertc 3 года назад
Outstanding one!!! this is what i look for for long
@tomasrampas1230
@tomasrampas1230 3 года назад
Perfect, thank you so much!!!
@americanbarbelljapan5383
@americanbarbelljapan5383 3 года назад
Awesome! Thank you!
@IrishWarrior43
@IrishWarrior43 4 года назад
Very helpful,many thanks.
@motivate_mvs
@motivate_mvs 2 года назад
Thank you so much for sharing this useful tutorial.
@yesde
@yesde 2 года назад
Thank you. well explained
@CinemaTeacher
@CinemaTeacher 4 года назад
Yes, Michael, please build this sheet out further! Excellent video! Please let me know how I can help... 👏🏼
@americanbarbelljapan5383
@americanbarbelljapan5383 3 года назад
Thank you, Michael! Really appreciate the content.
@vinodthan108
@vinodthan108 5 лет назад
This is really great and help. You explain very well and you keep it simple. Thank you very much!
@MichaelJayValueInvesting
@MichaelJayValueInvesting 5 лет назад
Glad you found it helpful! I will be posting more advanced features later on.
@rajpatel6632
@rajpatel6632 3 года назад
BRO SO HELPFUL
@amnotselling
@amnotselling 3 года назад
very helpful, thanks!
@oa8739
@oa8739 3 года назад
Thank you this was sooo helpful
@rishabhagarwal9871
@rishabhagarwal9871 4 года назад
Thanks Michael for such a clear and useful video. This will be very helpful for for Portfolio Management.
@taheresfandiari147
@taheresfandiari147 4 года назад
Very helpful, thank you
@jamesanderson5246
@jamesanderson5246 3 года назад
Thank you Michael. Was a massive help. Legend.
@anyeligalvez5481
@anyeligalvez5481 4 года назад
I tried it and I really liked the outcome, Thank you !
@joylynsilveira
@joylynsilveira 4 года назад
this is really useful, looking forward to learning more in-depth details
@odneycharles2269
@odneycharles2269 3 года назад
Thank you so much for this demonstration. I was able to follow along and the formula used really worked..
3 года назад
i love this tutorial.
@Flmarques
@Flmarques 3 года назад
Thank you so much for sharing your knowledge!. It made my "beginner stock concept" much easier!!
@AdventureHorseRidinginNYS
@AdventureHorseRidinginNYS 5 лет назад
This is my 2nd comment - can't thank you enough - have looked all over for months and then I found you. Great teaching, great demo, clear, concise - this would have taken me forever to figure out. And, did you ever do a download-able copy by any chance? You are my hero !!!
@MichaelJayValueInvesting
@MichaelJayValueInvesting 5 лет назад
Glad you found this helpful! I will be trying my best to get a more advanced one out soon. As for the downloadable copies, I am working on a resource for that, but I hope that people can still find this instructional in the meantime. Thank you :)
@vanillashaq5315
@vanillashaq5315 3 года назад
So helpful man keep it up!
@daddyb114
@daddyb114 3 года назад
This really helped me Thank you.
@tillythuku1000
@tillythuku1000 3 года назад
Very much appreciated!!!
@nat650091
@nat650091 3 года назад
Thank you, it is very useful!!
@mariaguevara7074
@mariaguevara7074 3 года назад
I really appreciated your work in teaching this, as I'm not an expert with computer this was really easy for me to understand. Thank you thank you, and God bless you.
@hectorlopez4407
@hectorlopez4407 4 года назад
YES! GIVE US MORE!
@seanlynch8869
@seanlynch8869 5 лет назад
Super helpful video Michael. Thanks so much🙌 I'll certainly be using this! Thanks very much keep up the great work
@LydiaSantiago
@LydiaSantiago 6 лет назад
Wow! This is a great video. I made the charts and table. You are a great teacher. Thank you.
@MichaelJayValueInvesting
@MichaelJayValueInvesting 6 лет назад
Thanks Lydia! Glad you found it helpful--more to come in the future!
@advancefinance6576
@advancefinance6576 6 лет назад
Aw yeah! Liked before even looking.
@MichaelJayValueInvesting
@MichaelJayValueInvesting 6 лет назад
Awesome! Hope you enjoyed it after watching too :) Due to popular request, I'll have another more advanced one in the future.
@marcosfuerte8739
@marcosfuerte8739 3 года назад
Thanks Michael, this video was extremely helpful!
@Ruthlessbone
@Ruthlessbone 6 лет назад
Thank you! Out of all the stock market related youtube channels you're the only one who has made one of the most vital pieces in investing (at least imo). I need to do one cuz I own like 90 stocks lol
@MichaelJayValueInvesting
@MichaelJayValueInvesting 6 лет назад
Wow! Ninety stocks is a lot to keep track of, so hopefully you will find building a tracker like this helpful :) I'll likely have future videos building upon this one with more advanced features as well.
@OscarMartinez817
@OscarMartinez817 6 лет назад
Talk about REALLY diversifying LOL 😂
@AdventureHorseRidinginNYS
@AdventureHorseRidinginNYS 5 лет назад
What a great job he did !
@kclaiborn6257
@kclaiborn6257 5 лет назад
Thank you so incredibly much for this! I knew I needed something but did not know what :-| This helped immensely!
@josephhogue
@josephhogue 5 лет назад
Great spreadsheet. I like to track my investments in Excel as well. The tracking on online investing sites can get skewed if you make multiple buys and sells, messing up the profit/loss.
@MichaelJayValueInvesting
@MichaelJayValueInvesting 5 лет назад
Thanks Joseph, yes I prefer to maintain my own records as well. We'll add more functionality to the spreadsheet next time.
@HarpreetK.
@HarpreetK. 3 года назад
Thank you so much . I’m a beginner and haven’t used excels since high school.
@weihuang4590
@weihuang4590 6 лет назад
Great video, looking forward to a video that shows more advanced features of Google sheets. Thanks for sharing!
@MichaelJayValueInvesting
@MichaelJayValueInvesting 6 лет назад
Thanks Wei! I am looking forward to the advanced features video as well, I think you will enjoy it.
@itsmoneymitch6539
@itsmoneymitch6539 5 лет назад
finally someone did this, thank you!
@MichaelJayValueInvesting
@MichaelJayValueInvesting 5 лет назад
Seems like a lot of people are grateful for this guide so more will be coming in the future!
@sapphiregraham9444
@sapphiregraham9444 4 года назад
@@MichaelJayValueInvesting did you ever make a video showing how to incorporate dividends into this?
@giroro12
@giroro12 6 лет назад
OMG, THANK YOU SO MUCH FOR THIS VIDEO!!!!!
@MichaelJayValueInvesting
@MichaelJayValueInvesting 6 лет назад
Happy to hear you liked it! More advanced spreadsheet tutorials will be in the works :)
@OlmoVonHabsurg
@OlmoVonHabsurg 3 года назад
This is an awesome video. Thanks a lot
@zakkemakke8202
@zakkemakke8202 3 года назад
Thank you for this interesting video. Made my own tracker now. Greetings from Belgium and good luck !
@johngopi9465
@johngopi9465 4 года назад
Great video thanks brother
@jeremyposteraro2856
@jeremyposteraro2856 3 года назад
This was very useful and helpful. Thanks Michael!
@thesheetsguy4478
@thesheetsguy4478 5 лет назад
Great practical tutorial full of useful tips for the Google Sheets beginner! Cheers!
@binup28
@binup28 3 года назад
nice, very helpful!
@anythinginteresting3412
@anythinginteresting3412 6 лет назад
Haha, thanks for making this video I can update my portfolio tracker! I can make a few changes. I definitely look forward to any more videos on this!
@MichaelJayValueInvesting
@MichaelJayValueInvesting 6 лет назад
Really glad you got some value out of it! I am sure you will also enjoy the future videos when we cover some more advanced features.
@forte210392
@forte210392 4 года назад
This helped a lot. Appreciate it
@creatinet
@creatinet 4 года назад
Golden! Thank you!
@MK-tn1fx
@MK-tn1fx 5 лет назад
Professionally done video, in addition to being very useful. Like many others, I appreciate your efforts in putting this together. mk
@laurapiliyeva5289
@laurapiliyeva5289 2 года назад
After 2 hours.... yeah i can say now it is beautiful ))
@nhutistic
@nhutistic 4 года назад
This is so helpful, thank you so much
@Dunkhausen
@Dunkhausen 4 года назад
This is super helpful!
@jordiortega4436
@jordiortega4436 4 месяца назад
I was looking for something like this! Thank you 👏
@MichaelJayValueInvesting
@MichaelJayValueInvesting 4 месяца назад
You are quite welcome! If you are looking for some a bit more advanced (more features), check my channel page. There is a playlist of spreadsheet tutorials which have other spreadsheet template walkthroughs you can build/copy.
@luciocangiano
@luciocangiano 4 года назад
thank you so much for doing this!
@RajinderSingh-ko6om
@RajinderSingh-ko6om 5 лет назад
Many thanks dear Michael , nice learn the way you taught ,I had no idea what sheets can do for my portfolio.
@MichaelJayValueInvesting
@MichaelJayValueInvesting 5 лет назад
Glad you enjoyed the tutorial! I am a visual person so it helps seeing everything laid out in front of me. Happy this could help!
@benmason2086
@benmason2086 3 года назад
Wow this is lots of help
@argonaut119
@argonaut119 4 года назад
Michael: Great job on this video. You explained many topics very well. Looking forward for more videos on Portfolio Management, Risk Management, more visualization using Sheets, and even the differences between using Excel and Sheets. Just subscribed.
@bharatdubey8738
@bharatdubey8738 3 года назад
Thank u so much sir Here im watching this video late night im gonna prepare it in morning cant wait for tomorrows morning 😀😀😀😀
@GuilhermeSouza-gh5xo
@GuilhermeSouza-gh5xo 5 лет назад
Hey Michael - excellent video bud. Thank you so much! Definitely looking forward to check more of your content. Best
@MichaelJayValueInvesting
@MichaelJayValueInvesting 5 лет назад
Glad you enjoyed it! I'm hoping to do a follow up on this video sometime soon with more features so you can keep an eye out for that along with all the other content.
@GuilhermeSouza-gh5xo
@GuilhermeSouza-gh5xo 5 лет назад
Hi Michael - that's great. I have been wanting to do something like this for a while and I am glad I came through your platform. I am playing around with this portfolio now and doing some adjustments according to my investments. I look forward to more of your content. Thanks again!
@87alebo
@87alebo 3 года назад
23:09 the guy burps! Learning Google Spreadsheet has never been this fun!
@timisaacs9583
@timisaacs9583 4 года назад
Thank you Michael, this was really helpful :)
@gsm9814
@gsm9814 3 года назад
WOW !!!!!! Thank You
@NaythanalC
@NaythanalC 4 года назад
Thank you so much, appreciate it so much so teaching so well
@tintoLoreto
@tintoLoreto 5 лет назад
Excellent video. Very useful stuff. Thanks for that
@adamb2216
@adamb2216 4 года назад
When I get home I’ll absolutely set this up
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