Google sheets weight tracker template full#

This is broken down as 18 shares held, with a dividend of $0.51 per share paid. This leaves 18 shares remaining.Īs shown on the last row, on September 10th a total dividend payment of $9.18 was received. Then, 12 shares were sold on August 21st for $213 per share.

This investor bought 30 shares of MSFT in total, over three separate transactions (10 + 15 + 5). This is what their Trade log tab might look like: Let’s take the example of an investor who buys shares of Microsoft (MSFT ticker) over time, then sells a portion of their holdings, and then receives a dividend.

Once you’re finished with the Setup tab, move on to the Trade Log tab, where you’ll input your history of trades - with each transaction in a separate row.

Google sheets weight tracker template full#

To find the precise code to use, just use the search bar on google finance and copy the full ticker that’s shown there. For example, for Bank of Nova Scotia (which is traded on the Toronto Stock Exchange), input the ticker TSE:BNS instead of just BNS (which is traded on the New York Stock Exchange). Sometimes there is a different company in the US which has the same ticker, in which case google finance will pull the incorrect price. The individual ticker symbols for the stocks and ETFs that make up your portfolio (AAPL, VTSAX, VXC, etc…)Ī note for investors outside of the US: It’s a best practice to enter your stock tickers including the stock exchange symbol in front of it.Your investment accounts (TFSAs / RRSPs for Canadians, 401ks / IRAs for Americans, taxable accounts, and so on).Your investment categories (e.g., domestic equity, international equity, bonds, REIT).If you haven’t done so already, open the investment portfolio tracker file in Google Sheets(log in to your google account, and then click File –> Make a Copy to create your own version).įirst up, use the “Setup” tab to customize this spreadsheet for your own investment portfolio. Setting Up the Investment Portfolio Tracker Since I published this spreadsheet back in May 2018, DIY investors from dozens of countries have used the tool, leaving comments such as… Supports up to 250 stock tickers, 10 investment accounts, 25 investment categories, and 5 currenciesĪnd did I mention that this all comes free? Say goodbye to monthly subscriptions fees, paid premium features, and all that jazz.Automated re-balancing calculations versus your target asset allocation.Tracks assets in multiple countries, and converts all values into one common currency.Flexibility to group your investments into custom categories (e.g., domestic stocks, international stocks, bonds, etc.).Reporting on realized gains (super helpful during tax time!).Comparison of your portfolio’s performance versus the S&P 500 index and any custom benchmark of your choice.Calculates the $ and % return of your portfolio between any range of dates.Uses Google Finance formulas to automatically pull the current share price of your investments daily.

This spreadsheet is easy to use but still comes packed with powerful features: To measure your progress against your financial goals, you’ll need to have a strong grasp on how much money you have, where it’s invested, and how those investments have been performing. Welcome to your new portfolio tracker - the latest, greatest, and only tool you need to monitor your investment portfolio.Īll investors - from the index couch potatoes, to the dividend aficionados, to the active day traders - need a tool to track their investment portfolios. Get the Investment Portfolio Tracker file in Google Sheets (log in to your google account, and then click File –> Make a Copy to create your own version). Investment Portfolio Tracker - a Spreadsheet for DIY Investors