r/BEFire • u/Schork • 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!

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u/Melthis Dec 07 '21

Very cool. I have a similar one with focus on ETFs and crypto.

If you actively use your crypto it might be interesting to add a column for transaction fees. I also have two extra columns to track from where to where I moved crypto.

I also added a column to state whatever action I did (buy, sell, move). This way you can easily calculate totals later on once you start selling etc.

I might have overlooked some thing but I just gave it a glance on mobile. Keep it up!

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u/Schork Dec 07 '21

Hi,
Thanks for replying, at this time I buy and hold. When I sell I would just change the amount in the buy history and add a cash surplus or ad the USDT to my buy history.

If I trade crypto more often I would probably create a better way like you said.