How To Make A Portfolio Tracker On Google Sheets

📈 Link to download all my Portfolio Trackers:   / thinkstocks  
🌎 Follow me on Twitter:   / keithfrislid  
🎥 Here is the camera I use for my videos: https://amzn.to/2PB865Q

🔶Get 50% off Seeking Alpha Premium with my Promo Link!!!🔶 https://www.sahg6dtr.com/28KL61/R74QP/

In this video, I going to walk you through how to make an amazing portfolio tracker on google sheets. This tutorial will walk you through every step I take to makes the tracker. This type of portfolio tracker is great for long-term investors such as value investors, dividend investors, and growth investors.

I pull all my data from Finviz so this is a 100% FREE portfolio tracker. There's no need to pay for a fancy API key or anything like that. This tracker is also very customizable, so don't think you need to just stick to what I have created. Get creative and make something awesome! I'm going to give you all the knowledge needed in this video for you to do so!

Here are all the codes I use for my tracker. And just be aware if you copy and paste from the code below your tracker needs to be IDENTICAL to mine when it comes to cell placement so it will work properly!

**Finviz code update** In the video my I'm pulling from table 11, but now it is from Table 7.
- The codes below have been updated so you shouldn't have a problem
- for the company name you need to pull from Google Finance now.
- The code for the company name is also updated below!

If you liked this video don't forget to smash that like button👍 and subscribe to my channel for more videos!

🔷 Functions for the Portfolio Tracker:

🔸 MARKET PRICE =substitute(index(IMPORTHTML("http://finviz.com/quote.ashx?t="&A4,"table", 7),11,12),"*","")
🔸 COST =B4*C4
🔸 MARKET VALUE =B4*D4
🔸 DOLLAR GAIN =F4-E4
🔸 GROWTH =(D4-C4)/C4
🔸 DIVIDEND =substitute(substitute(index(IMPORTHTML("http://finviz.com/quote.ashx?t="&A4,"table", 7),7,2),"*",""),"-","0.00")
🔸 DIVIDEND PAYOUT=substitute(substitute(index(IMPORTHTML("http://finviz.com/quote.ashx?t="&A4,"table", 7),11,8),"*",""),"-","0.00%")
🔸 DIVIDEND INCOME =IFERROR(IF(OR(ISBLANK(I4),ISBLANK(B4)),,I4*B4),0)
🔸 COMPANY NAME =GOOGLEFINANCE(A4,"Name")
🔸 TOTAL COST =sum(E4:E17)
🔸 TOTAL MARKET VALUE =sum(F4:F17)
🔸 TOTAL GAIN $ =C20-C19
🔸TOTAL GAIN % =C21/C19

Chapters:

0:00 Introduction
2:27 Creating Your Portfolio
4:46 Market Price & Cost
11:30 Market Value & Growth
13:45 Dividend Data
24:33 The Pie Chart
26:54 Total Returns
30:06 The Bar Chart
33:53 Conditional Formatting
37:26 Finishing Touches
39:43 Adding The Filter Tool
42:50 Conclusion

AFFILIATE DISCLOSURE: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link.

#googlesheets #portfoliotracker #customportfoliotracker