Simple Portfolio Tracker In Google Sheets

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Пікірлер: 43

  • @ThinkStocks
    @ThinkStocks11 ай бұрын

    Be sure to check out my Patreon (link in the description) to get immediate access to all 27+ portfolio trackers I have created over the years!

  • @FrankIjeoma-mi5lc
    @FrankIjeoma-mi5lc6 ай бұрын

    Every crash/collapse/recession provides an equal market opportunity if you are properly prepared and knowledgeable. I've seen people amass up to $800,000 during crises and even with ease in a bad economy. Someone has undoubtedly become extremely wealthy as a result of the crash.

  • @ElvinWright

    @ElvinWright

    6 ай бұрын

    I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors with experience.

  • @murators4732
    @murators473211 ай бұрын

    Clean and simple. Love your sheets. Thanks a lot!

  • @CindyAlexius
    @CindyAlexius11 ай бұрын

    I really enjoy creating these spreadsheets from your videos. I really like the complicated ones since they make me feel like I'm still a coder. Thanks for this simple one. Cheers!

  • @ThinkStocks

    @ThinkStocks

    11 ай бұрын

    Glad you like all of them!

  • @YODAddyLIVE
    @YODAddyLIVE11 ай бұрын

    I just realized that you flipped the Cost Basis and Purchase Price, columns F and G from your original and the clean sheet. Threw me off a bit till I saw that. :) I know you mentioned it at 8:30 but since I went back to compare it to the original in the beginning, derp. All the math still checks out since it was mostly done new. Another great sheet. TY I'd love to see one that showed ETF DRIP or one using Dollar Cost Averaging and create a calander for as many months or years as we wanted to chart.

  • @katherineb4042
    @katherineb40423 ай бұрын

    This is amazing! Thank you so much for taking the time to share this with us.

  • @noeldennis1177
    @noeldennis117710 ай бұрын

    Thank you for sharing and caring!

  • @xcitedd260
    @xcitedd2603 ай бұрын

    loved the explanation thank you!

  • @JohnRambo-nv9vn
    @JohnRambo-nv9vn6 ай бұрын

    Thank you for this!!

  • @Repvez1
    @Repvez111 ай бұрын

    can you show me , how can you do the dividend prognosis chart ? how can I calculate the yield 10 or 20 years in advance ? yes I know it is only speculation and not accurate but it helps to see which stocks can be the better choice if I can see the graf how change by different stock.

  • @ricardowhyte7594
    @ricardowhyte759411 ай бұрын

    Very insightful, but maybe you could shed some light on this, I'm unable to pull stock information for the Jamaica Stock Exchange, as apparently it's not supported on Google Finance. How or where can I get this information to work in this spreadsheet... thanks

  • @lucasnaddeo4314
    @lucasnaddeo43145 ай бұрын

    Thanks for the class, bro! is there any way to change the colors automatically for positive/negative returns? (green or red)

  • @KristinaNorman
    @KristinaNorman8 күн бұрын

    SOOOOOO Helpful!! Thank you so much!!!

  • @abdiel77garcia
    @abdiel77garcia5 ай бұрын

    Great video... there's any function in Google finance where you can extract or follow up revenues, free cash flow, stock base compensation, outstanding shares?

  • @Garrick645
    @Garrick645Ай бұрын

    How to introduce rebalancing in it. Like I want a portfolio tracker in which I pass on a dictionary of stock tickers with entry dates and exit dates, there prices are automatically fetched, also the portfolio rebalances itself when ever we add a new stock or sell a old one and buy new one etc

  • @mariomujica3339
    @mariomujica33398 ай бұрын

    EXCELENT JOB !!!! A LOT THANKS

  • @Dhgehani
    @Dhgehani24 күн бұрын

    Superb Simple Stock Sheet Tracker. Thank you for nice naration.

  • @jmatuus
    @jmatuus2 ай бұрын

    Thank you!

  • @EcoPy101
    @EcoPy1018 ай бұрын

    Love the vidoe. Can we do this in a excel?

  • @ecgodsmack86
    @ecgodsmack862 ай бұрын

    Is the price live tracking or manually input, fyi I know very little about computers

  • @mm0dk0ur
    @mm0dk0ur3 ай бұрын

    Was curious to see the trade log and how it's connected to reach the average purchase price. Thanks

  • @bhavneshparikh8283
    @bhavneshparikh82836 ай бұрын

    can you provide this link? for downalod

  • @INWMI
    @INWMI5 ай бұрын

    Some advice to track transaction fees and diferent currencies change would be great, i've struggling with it for months, theres no easy way to do it

  • @tinmanjc
    @tinmanjc2 ай бұрын

    This is so cool and gives me ideas. How accurate is the returns? Say if you only had APPL for 2 months and MSFT for 2 years. Would a simple return be skewed? I’m trying to pull from a list of transaction history and fill in a spreadsheet like this one. Do you have a spreadsheet anything like that? I understand this was just meant as a simple overview of your investments but easy and quick. Thank you.

  • @diana7676
    @diana767615 күн бұрын

    How do you keep track of the different buys and dividend buys.

  • @bhavneshparikh8283
    @bhavneshparikh82836 ай бұрын

    can be avilable indain share market file?

  • @gerben7224
    @gerben72244 ай бұрын

    how do you account for sold assets?

  • @puttipongeakwong1323
    @puttipongeakwong13235 ай бұрын

    First of all thanks a million for sharing such a wonderful knowledge. 👍For a long time i have searched for it. May I ask some more questions please ? In the future if I buy or sell stock how should I fill in details ? such as AAPL Date Buy/Sell Price Share 2/1/2024 Buy 180 5 3/2/2024 Sell 170 2 4/3/2024 Buy 185 3 How should I fill in correctly Price, Purchase Price,Cost of basis ? Thank you so much in advance for your answer.😀

  • @Gowrimanohar1975
    @Gowrimanohar19752 ай бұрын

    How can we get ATR value of ticker

  • @rosariosannino5908
    @rosariosannino59085 ай бұрын

    Hi, I didn't understand which commands you use to paste the data from sheet 2 to sheet 1. I can't simultaneously have the data I transfer on sheet 2 to sheet 1. Kind regards

  • @diana7676

    @diana7676

    15 күн бұрын

    Mac or apple ? Copy then paste

  • @fabry01
    @fabry014 ай бұрын

    I like the spreadsheet. I think the total return % column is incorrect. It should be (value/costs basis)-1. I could be wrong but you I believe you calculated percent change.

  • @denisdeparis1
    @denisdeparis1Ай бұрын

    Parfait , thanks

  • @entertainmentnews7481
    @entertainmentnews74817 ай бұрын

    so you never sell?

  • @ct4709
    @ct4709Ай бұрын

    This doesnt work

  • @bidzikaishi4992
    @bidzikaishi49923 ай бұрын

    You voice looks like charlie hunnams voice

  • @thoangbuithanh
    @thoangbuithanh10 ай бұрын

    i want ít