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/...
And in return, you can consider subscribing this channel!
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!
www.community.anmolsharma.in/
--------------------------------------------------------------------------------------------
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!
------------------------------------------------------------------------------------------------------
🛑Copyright Disclaimer:
All materials in these videos are used for educational purposes and fall within the guidelines of fair use.🙏🏻 No copyright infringement is intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact us via email on the "About" page on our channel.
🛑Affiliate Disclosure:
There are a few links in this description that, at no cost to you, will earn us a commission if you choose to click them and make a purchase.
Don't worry, we only ever promote things that we find genuine, trustworthy, and useful ourselves, and that can also genuinely help you.

Пікірлер: 75

  • @Daneilchirs
    @Daneilchirs26 күн бұрын

    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

    @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

    @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

    @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

    @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

    @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

  • @2615Prasad
    @2615Prasad6 ай бұрын

    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

    @153_ombhusari4

    5 ай бұрын

    How to do it can you please tell me

  • @manishnishchal550
    @manishnishchal5506 ай бұрын

    Thanks for this video, in addition to this how can I get ROCE for a particular stock? any utility ?

  • @WizRawFinancialMarket
    @WizRawFinancialMarket6 ай бұрын

    What should we do for commodities, forex and cryptocurrency

  • @blueworld2427
    @blueworld24277 ай бұрын

    Nice, I learned by your video. Thanks

  • @debchak27
    @debchak277 ай бұрын

    Do you have stock wise XIRR ? that is more relevant than trade wise returns.

  • @chirag35173
    @chirag351736 ай бұрын

    Thanks bro awesome video save much time

  • @harishn5873
    @harishn58732 ай бұрын

    Sir, how can we compare our portfolio performance with index if we're doing SIP in stocks?

  • @vijayparikh3401
    @vijayparikh3401 Жыл бұрын

    Thanks for sheet, Enlarge kar ke bataiye toh turat samaz me aa jayega

  • @prafuljadav1976
    @prafuljadav19769 ай бұрын

    very nice sheet, would you pls add XIRR in this sheet to calculate

  • @amish344
    @amish3448 ай бұрын

    Stocks which are only listed on BSE , what can be formula?

  • @manojbhave1399
    @manojbhave13993 ай бұрын

    Thanks

  • @SaiSuraj9
    @SaiSuraj9 Жыл бұрын

    Thank you for the sheet and how to use it but also for covering how to create valuable sheets like these ✌✌

  • @finlightanmol

    @finlightanmol

    Жыл бұрын

    Thank you so much 😊

  • @fascoindia9615
    @fascoindia96156 ай бұрын

    Sir,closed stocks ki cagr to nikal jaati hai but sabhi closed stocks ki ek cagr ka bhi koi formula hai kya

  • @pandiarajank6054
    @pandiarajank60547 ай бұрын

    Excellent work

  • @kishoredeshmuk
    @kishoredeshmuk10 ай бұрын

    Thankyou for this sheet. If possible pls add XIRR also

  • @goyalhimanshu453
    @goyalhimanshu45324 күн бұрын

    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.

  • @JaiShreeRam-nz3en
    @JaiShreeRam-nz3en10 ай бұрын

    God bless you my friend 🙏....i subscribed ur channel

  • @ThiruvuM
    @ThiruvuM7 ай бұрын

    sir how to add book value in it?

  • @dineshnagpal1888
    @dineshnagpal18889 күн бұрын

    Excellent Video

  • @SohebKhan-kw2lw
    @SohebKhan-kw2lw7 күн бұрын

    I need one more to add mutual funds , SGB & Bonus , Split Dividend in this google sheet.

  • @Kaitology
    @Kaitology Жыл бұрын

    Great man❤❤

  • @bhavneshparikh8283
    @bhavneshparikh82836 ай бұрын

    Can be available mutual fund scanner?

  • @user-uj2dl4ic9z
    @user-uj2dl4ic9zАй бұрын

    thank you for video

  • @sauravgarg2822
    @sauravgarg28224 ай бұрын

    concatenate is not added in current holdings. Please amend

  • @himanichaturvedi9570
    @himanichaturvedi9570Ай бұрын

    Sir how can we do the same if we work on intraday only

  • @janakpatel1968
    @janakpatel19686 ай бұрын

    Googlesheet have limited number of lines, what if I have more than 15k lines?

  • @sagarshriramwar4579
    @sagarshriramwar457924 күн бұрын

    sir Google sheet PE mafang ETF ka data nahi aaraha hai to usaka kaise Late hai please bataye

  • @ird6467
    @ird64673 ай бұрын

    How to get stock symbols for stock list

  • @rs-tarxvfz
    @rs-tarxvfz7 ай бұрын

    Thanks you my Techie Bro for the Sparkline stuff. I also would like to return favour by telling you about google Trend function.

  • @Naqinaqvi24
    @Naqinaqvi247 ай бұрын

    Brother sheet asi banayo jisme mutual fund b track ker sake

  • @vikaspeshawaria7570
    @vikaspeshawaria7570Ай бұрын

    very nice, sir mujhe mutual fund ke liye spreadsheet chahiye, jisme sip aur lumpsump amount ka column ho.thanks

  • @rspandey1000
    @rspandey10002 ай бұрын

    mutual fund ke liye google sheet banaa sakte hain kya

  • @vimalbatra
    @vimalbatra17 күн бұрын

    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...

  • @madanlalkhajotia1394
    @madanlalkhajotia13947 ай бұрын

    Nice sheets

  • @Iamnayanfulmali
    @Iamnayanfulmali3 ай бұрын

    Thank you sir ji ❤ please mutual fund ka liya bhi share kijiye

  • @harshsen7652
    @harshsen76523 ай бұрын

    Bro mutual fund ms sip ke upr ye sheet bana kr bataiye please

  • @DailyStockAnalysis1
    @DailyStockAnalysis1Ай бұрын

    very good

  • @lukasj496
    @lukasj4967 күн бұрын

    can anyone help me to do this in excel

  • @Pariblogs1
    @Pariblogs15 ай бұрын

    Sir average bhi to kareange

  • @user-kb9ng5bh7w
    @user-kb9ng5bh7w6 ай бұрын

    Requesting edit access pls..

  • @bimaleanekka733
    @bimaleanekka73329 күн бұрын

    Sir Excel sheet download nai ho pa raha hy.😢

  • @dharmbal3812
    @dharmbal381219 күн бұрын

    please help me for asx stocks

  • @siddharthchourasia8870
    @siddharthchourasia88703 ай бұрын

    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

  • @computertechie5426
    @computertechie54266 ай бұрын

    Edit nahi ho raha View only ho raha hai

  • @aapkibaat1117
    @aapkibaat11174 ай бұрын

    How to track Mutual fund in Google sheets ?

  • @adityajain2847
    @adityajain28472 ай бұрын

    Ye sheet edit q nhi ho rhi hai

  • @parindodhiya7264
    @parindodhiya7264Ай бұрын

    give access sir! thank you

  • @nitinshah8168
    @nitinshah816810 ай бұрын

    Excellent !!!!, Can you also make such sheet for Mutual fund portfolio , Please . Also provide your address and whatsapp for future conversation -

  • @Thericheryou
    @Thericheryou4 ай бұрын

    Sir ji ek qoutex money management excel sheet ke upr v video bana do sir viral hojao ge ap plz rply

  • @dilbagshrivastav
    @dilbagshrivastav7 ай бұрын

    ❤❤❤❤❤❤❤

  • @sushilm3074
    @sushilm30747 ай бұрын

    Not added any example of Mutual Fund

  • @brijmohanrathi8231
    @brijmohanrathi82319 ай бұрын

    What is the code to pull the NAV of an *etf*

  • @andy982183

    @andy982183

    7 ай бұрын

    =GOOGLEFINANCE(CELL NUMBER,"price")

  • @narayansingh821
    @narayansingh8217 ай бұрын

    Please make a safe for Mutual Fund also

  • @GoRisings
    @GoRisings11 ай бұрын

    Ye sirf view only hai to ise apne hisab se kaise banaye ?

  • @vittalpai9356

    @vittalpai9356

    7 ай бұрын

    Copy it, rename and use it 🎉

  • @vinodkharel3810
    @vinodkharel38106 ай бұрын

    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

  • @rohanrajbhar3542
    @rohanrajbhar35425 ай бұрын

    sir its view only , plz update the link

  • @uditgupta8532

    @uditgupta8532

    5 ай бұрын

    Make a copy to your Google Drive then use it

  • @sunitag9284
    @sunitag92847 ай бұрын

    I am not able to copy

  • @2615Prasad

    @2615Prasad

    6 ай бұрын

    Open the link, under menu item FILE, press MAKE A COPY. Save it by giving file name. Start using it

  • @pnv4377
    @pnv4377 Жыл бұрын

    "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! 🎙️"

  • @58vadsan
    @58vadsanАй бұрын

    The problem to me is, if I have a bought a stock today, and I accumulate it later, then how do I track?

  • @budharamrajput7308
    @budharamrajput7308Ай бұрын

    इस जा लिंक बेकार बेहूदा है। बेईमान ठग है।

Келесі