How to Create a Real-time Stocks Portfolio Tracker in Google Sheets

in Education & Training • 11 months ago

Objective:
To learn how to create a portfolio tracker in Google Sheets for tracking stocks in real-time.

Materials Required:

  • Access to Google Sheets
  • Internet connection (for real-time stock price updates)

Step 1: Set Up the Google Sheet

  1. Open Google Sheets and create a new spreadsheet.
  2. Name the spreadsheet as per your preference, such as "Stocks Portfolio Tracker."

Step 2: Organize Data

  1. Create a tab named "Portfolio" to input your stock data.
  2. In column A, list the sectors of your stocks (e.g., financial, auto, IT, FMCG).
  3. In column B, list the stock tickers.
  4. In column C, input the number of stocks bought.
  5. In column D, input the price per stock at which you bought the stocks.

Step 3: Calculate Cost

  1. In column E, use the formula =D2*C2 to calculate the total cost for each stock.
  2. Use the formula =SUM(E2:E17) to calculate the total cost of the portfolio.

Step 4: Track Real-time Stock Price

  1. In column F, use the formula =GOOGLEFINANCE(B2, "PRICE") to fetch the real-time stock price for each stock.

Step 5: Calculate Current Value

  1. In column G, use the formula =F2*C2 to calculate the current value of each stock.
  2. Use the formula =SUM(G2:G17) to calculate the total current value of the portfolio.

Step 6: Analyze Changes

  1. In column H, use the formula =((G2-E2)/E2)*100 to calculate the percentage change in stock value.
  2. In column I, use the formula =F2-D2 to calculate the change in terms of money.

Step 7: Visualization

  1. Use charts and graphs to visualize the portfolio's performance.
  2. Create summaries to analyze investments across sectors.

Step 8: Finalize

  1. Review the portfolio data and analysis.
  2. Save and share the Google Sheets document with relevant stakeholders.

Conclusion:
By following these steps, you can create a comprehensive stocks portfolio tracker in Google Sheets, enabling you to monitor your investments in real-time and make informed decisions.

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#stock #stockmarket #ecency
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