Build Your Own Stock 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

🔶Check out my new website if you are interested in achieving financial freedom and peak physical health!🔶
https://www.fitbodiesfatwallets.com/

In this video, I will break down how to make this stock portfolio tracker in google sheets. This video is long so make sure to get yourself a snack and get ready to crank this out over the next hour! This portfolio tracker is the most automated advanced tracker you will find on YouTube! We will not only be pulling live market data and using complex google sheets functions, but we will also be creating our very own custom function called =MyPortfolio().

Please do not be intimidated by the length of this video and the complexity of the functions. I will you through every single step so anyone can make this for themselves!

Link to a MAJOR code and Tracker update:    • Google Sheets Master Portfolio Tracke...  

YouTube Doesn't Allow greater than or less than signs in the description so I replaced them with these symbols: "▶","◀"

🔷Google Sheets Coding Tip:

🔸 99% of people will mess up on this code line: for(i = 0; i ◀tickers.length; i++){
🔸 Make sure this is free of any spelling mistakes, or syntax errors!

🔷Google Sheets Functions:

History Tab:
🔸 Total: =(if(isblank(B4),"",Abs(E4*D4)))

Positions Tab:
🔸MyPortfolio: =MyPortfolio(History!B3:B1001,History!D3:D1001)
🔸Purchase: =if(isblank(A3),"",AVERAGE.WEIGHTED(FILTER(History!E:E,History!B:B=A3,History!D:D▶0),FILTER(History!D:D,History!B:B=A3,History!D:D▶0)))
🔸Price: =if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"Price"))
🔸Change%: =if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"changepct")/100)
🔸Change$: =if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"change")*B3)
🔸Cost: =if(ISBLANK(A3),"",C3*B3)
🔸Value: =if(ISBLANK(A3),"",D3*B3)
🔸Gain%: =if(isblank(A3),"",(D3-C3)/C3)
🔸Gain$: =if(ISBLANK(A3),"",H3-G3)

Dashboard Tab:
🔸Account Value: =B3+B4
🔸Positions: =SUM(Positions!H3:H30)
🔸Cash: =sumif(History!C:C,"Deposit",History!F:F)-sumif(History!C:C,"Withdrawal",History!F:F)+sumif(History!C:C,"Sell",History!F:F)-sumif(History!C:C,"Buy",History!F:F)
🔸Day change: =sum(Positions!F3:F30)
🔸Unrealized Gains: =sum(Positions!J3:J30)
🔸Realized Gains: =sumif(History!C:C,"Sell",History!F:F)-sumif(History!C:C,"Buy",History!F:F)-sumif(History!C:C,"DRIP",History!F:F)+sum(Positions!G3:G30)
🔸Number of Trades: =countif(History!C:C,"Buy")+countif(History!C:C,"Sell")
🔸Shares Owned: =sum(Positions!B3:B20)
🔸Average Share Cost: =(Sum(Positions!G3:G16))/B10
🔸Number of cash deposits: =countif(History!C:C,"Deposit")
🔸Money Hourly Salary: =(B6+B7)/2080
🔸Dividend Income: =sumif(History!C:C,"DRIP",History!F:F)

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 #googlefinance