Manage your PORTFOLIO on Google Sheets in 10 mins | Track your Stocks & Mutual Funds | Anmol Sharma
Welcome to Anmol Sharma's KZread Channel.
Here's the link to the Google Sheet used in the video. Feel FREE to play around with the inputs and customize it as per your needs. Needless to say, you can manage your portfolio LIVE on this sheet.
docs.google.com/spreadsheets/...
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Also, Join our WHATSAPP COMMUNITY where we share stock and personal finance related content on a daily basis along with weekly sessions on various financial topics!
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In this video, I'll show you how to create a stock portfolio tracker in Google Sheets. This is a great way to track your investments and keep an eye on your performance.
We'll cover the following topics:
- How to track live stock prices data
- How to add column headers and format the spreadsheet
- How to input your stock portfolio information
- How to calculate your current stock prices
- How to calculate your gains and losses
- How to create charts and graphs to visualize your portfolio performance
By the end of this video, you'll have a fully functional stock portfolio tracker that you can use to track your investments and make informed decisions about your financial future.
Keywords:
stock portfolio tracker by Anmol Sharma
google sheets
stock market
investing
finance videos Anmol Sharma
personal finance
financial planning
Thanks for watching!
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Пікірлер: 75
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
@myrle-v4g
26 күн бұрын
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
@shizue-w7n
26 күн бұрын
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
@mertie-l2f
26 күн бұрын
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
@shizue-w7n
26 күн бұрын
Angela Lynn Shilling is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
@mertie-l2f
26 күн бұрын
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
For SUM function, use this SUM(A3:A). It will add all cells from A3 to the last cell in the table in col A. As we will be going on the adding new rows. You need not change the formula every time you add a row. But there should be no gap
@153_ombhusari4
5 ай бұрын
How to do it can you please tell me
Thanks for this video, in addition to this how can I get ROCE for a particular stock? any utility ?
What should we do for commodities, forex and cryptocurrency
Nice, I learned by your video. Thanks
Do you have stock wise XIRR ? that is more relevant than trade wise returns.
Thanks bro awesome video save much time
Sir, how can we compare our portfolio performance with index if we're doing SIP in stocks?
Thanks for sheet, Enlarge kar ke bataiye toh turat samaz me aa jayega
very nice sheet, would you pls add XIRR in this sheet to calculate
Stocks which are only listed on BSE , what can be formula?
Thanks
Thank you for the sheet and how to use it but also for covering how to create valuable sheets like these ✌✌
@finlightanmol
Жыл бұрын
Thank you so much 😊
Sir,closed stocks ki cagr to nikal jaati hai but sabhi closed stocks ki ek cagr ka bhi koi formula hai kya
Excellent work
Thankyou for this sheet. If possible pls add XIRR also
hi, how do we find the CAGR of the portfolio that we have made. It should iclude all the cashflows that i put in my brokerage accounts and the reinvestments that i made ffrom booking profits in securities.
God bless you my friend 🙏....i subscribed ur channel
sir how to add book value in it?
Excellent Video
I need one more to add mutual funds , SGB & Bonus , Split Dividend in this google sheet.
Great man❤❤
Can be available mutual fund scanner?
thank you for video
concatenate is not added in current holdings. Please amend
Sir how can we do the same if we work on intraday only
Googlesheet have limited number of lines, what if I have more than 15k lines?
sir Google sheet PE mafang ETF ka data nahi aaraha hai to usaka kaise Late hai please bataye
How to get stock symbols for stock list
Thanks you my Techie Bro for the Sparkline stuff. I also would like to return favour by telling you about google Trend function.
Brother sheet asi banayo jisme mutual fund b track ker sake
very nice, sir mujhe mutual fund ke liye spreadsheet chahiye, jisme sip aur lumpsump amount ka column ho.thanks
mutual fund ke liye google sheet banaa sakte hain kya
THANX FOR THE INFORMATIVE VIDEO,I LIKED IT. PLEASE EXPLAIN IF I BOUGHT 90 SHARE OF RELIANCE SAME DAY AND SELL 30-30-30 IN DIFFERENT DATES,SO HOW TO MAINTAIN IN GOOGLE SHEET ?. PLEASE GUIDE...
Nice sheets
Thank you sir ji ❤ please mutual fund ka liya bhi share kijiye
Bro mutual fund ms sip ke upr ye sheet bana kr bataiye please
very good
can anyone help me to do this in excel
Sir average bhi to kareange
Requesting edit access pls..
Sir Excel sheet download nai ho pa raha hy.😢
please help me for asx stocks
Can you Extract Beta Value each of stock from googlefinance formula if u able to do it please make a vidoe on it, It is very useful for me understanding of Portfolio Beta
Edit nahi ho raha View only ho raha hai
How to track Mutual fund in Google sheets ?
Ye sheet edit q nhi ho rhi hai
give access sir! thank you
Excellent !!!!, Can you also make such sheet for Mutual fund portfolio , Please . Also provide your address and whatsapp for future conversation -
Sir ji ek qoutex money management excel sheet ke upr v video bana do sir viral hojao ge ap plz rply
❤❤❤❤❤❤❤
Not added any example of Mutual Fund
What is the code to pull the NAV of an *etf*
@andy982183
7 ай бұрын
=GOOGLEFINANCE(CELL NUMBER,"price")
Please make a safe for Mutual Fund also
Ye sirf view only hai to ise apne hisab se kaise banaye ?
@vittalpai9356
7 ай бұрын
Copy it, rename and use it 🎉
Plz make video on crypto curreñcy investment in wazir x and can it be done in SIP mode.i m your new subsriber from sikkim
sir its view only , plz update the link
@uditgupta8532
5 ай бұрын
Make a copy to your Google Drive then use it
I am not able to copy
@2615Prasad
6 ай бұрын
Open the link, under menu item FILE, press MAKE A COPY. Save it by giving file name. Start using it
"Hey Anmol ! Hope you're doing well. I'm launching a podcast and would be honored to have you as my first guest. Your insights and experiences would be incredibly valuable. Would you be interested? Let me know! 🎙️"
The problem to me is, if I have a bought a stock today, and I accumulate it later, then how do I track?
इस जा लिंक बेकार बेहूदा है। बेईमान ठग है।