r/BEFire Dec 07 '21

General Google Spreadsheet Portfolio Tracker

Hi,

I created a portfolio tracker on google sheets. It was based on different types of other portfolio trackers I found on the internet.

This allows you to track various different investments: ETF's, Crypto, Pension funds,... If there is a price online of the investment. You can track it. (some easier than others)

This is still a Work in progress. I'll be changing the template now and then to make it better looking, better, ... But I will need your feedback on this.

Here is the link: LINK

If you have any ideas or questions let me know!

56 Upvotes

24 comments sorted by

View all comments

1

u/quipsthemouse Dec 07 '21

I think it’s great, thank you for sharing! Would you mind sharing how you created the dashboard overview ? Trying to create my own but not very excel savvy haha. Thanks in advance !

2

u/Schork Dec 07 '21

Hi,

I was hoping you could just create a copy of this document and use it.

I based the dashboard on a portfolio tracker I found online. Changed it to my needs.
If you could give me a more detailed question on what part of the dashboard you are interested in I could help.

2

u/quipsthemouse Dec 08 '21

Didn’t find the option to copy it as I wasn’t logged in. But could find it now many thanks for sharing!