Stock Portfolio Tracker for Google Sheets & Excel
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The Stock Portfolio Tracker is a powerful tool designed for investors to track, analyze, and manage their stock investments with ease. Whether you're a beginner or an experienced trader, this tool helps you stay organized and informed.
Key Features:
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Comprehensive Portfolio Tracking
Track all your stock purchases and sales with detailed information such as stock ticker, company name, sector, exchange, quantity, price, and transaction fees.
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Real-Time Price Updates
Stay up-to-date with real-time stock prices and market data for accurate and timely decision-making.
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Profit & Loss Calculations
Automatically calculates your Unrealized and Realized PNL, as well as your ROI, to track how your investments are performing.
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Customizable to Fit Your Needs
Easily customize the tracker to suit your portfolio by adding/removing stocks or adjusting categories based on your needs.
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Watchlist for Future Investments
Monitor stocks you're interested in buying or selling, with details like market cap, P/E ratio, and daily price changes.
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Historical Data & Trend Analysis
View your stock’s historical performance and track its growth over time to understand investment trends.
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Multiple Currency Support
Track international stocks and convert values into your preferred currency for easy portfolio management.
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Dividends & Tax Tracking
Record dividend income and track taxes related to your investment activities, making tax preparation easier.
Who Can Benefit from This Tracker?
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Individual Investors
Ideal for anyone who wants to track their stock portfolio’s performance and make informed investment decisions.
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Financial Advisors
Perfect for managing multiple clients' portfolios and providing timely insights into their investments.
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Global Investors
Track stocks from various international markets, all within one convenient platform.
Why Choose This Tracker?
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Easy to Use: Simple interface and intuitive design, both in Excel and Google Sheets.
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Real-Time Updates: Get the latest market data to make timely decisions.
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Comprehensive: Manage everything from stock performance to dividends, taxes, and beyond.
- Customizable: Tailor the tracker to fit your specific portfolio size and needs.
Start using the Stock Portfolio Tracker today and take control of your investments!
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
HOW IT WORKS & REQUIREMENTS
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills
HOW IT WORKS:
1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
