Here’s how to build my stock portfolio tracker in Google Sheets. It’s clean, crisp, informative and is similar to what I use to monitor and manage my own investment portfolio. There are some intermediate level formulas but the tutorial is designed with beginners in mind.
All of the primary formulas are in the video description below (see Pastebin link), both a beginner form and more advanced form, so you can copy and paste directly into your spreadsheet.
Subscribe here for more content: http://bit.ly/SubscribeMichaelJay
► Access my investment platform & financial spreadsheets here: https://michaeljay.teachable.com/p/michael-jay-s-investor-membership-group
Timestamps
00:00 - Intro
00:23 - Initial Setup
01:58 - Column Descriptions
04:26 - Initial Formatting
06:51 - Manual vs Formula Columns
07:21 - Populating Manual Data Cells
08:16 - Populating Formula Cells
16:52 - Final Formatting
19:29 - Conditional Formatting
20:26 - Final Formatting (Cont.)
24:32 - Portfolio Pie Chart
Data For Manual Cells
I use Finviz for the qualitative sector and subsector data on stocks.
Formulas for Copy and Paste & Custom Formatting Codes
https://pastebin.com/kNBBgtv7
Note: You must set up your worksheet the same as in the video for these formulas to work properly. Paste these formulas in their respective columns in row 8. The first formula shown is the more advanced one I use, but I have also provided a simpler alternative formula you can use as well.
SHARE THIS VIDEO
This video: https://youtu.be/GqB4Oe0SkHU
This channel: http://bit.ly/MichaelJayInvesting
Michael Jay - Value Investing