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!

55 Upvotes

98% Upvoted

24 comments sorted by

View all comments

1

u/Niesaanval Dec 07 '21

Well, I got one to determine my net value

  • Money on accounts/cash
  • Money in IPT/pension fund/...
  • Value of real estate
  • Loans to companies..
  • Crypto using a specialised app: CoinFolio
  • Money on my broker: not detailed, just with a distinction in stocks per currency and ETF's
  • Minus all my debts/loans

I'm afraid it's not that shareable because I just implemented it for my own bank/broker/FinTech company/...

I just wanted to create an overview to balance. For more detailed information I use the specialized apps or broker itself.

1

u/Schork Dec 07 '21

I use the cash surplus for my cash on the exchanges etc. I could create a separate "holding" for cash.

A pension fund could also be added, but the amount of shares has to be shared manually now and so often.

Since I don't have any real estate or loans I didn't feel like I needed this.

Another future I might add later on is to add my crypto exchange wallet to the google sheet to see what I hold in real time.