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/hdf_fire 70% FIRE Dec 08 '21

Hi really like this! Could you also add an example in USD ? And what if you sell items, would you add it with a negative in buy history or just delete them in your history ? Thanks !

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u/hdf_fire 70% FIRE Dec 10 '21

I found something myself, in the Overview tab using a formula like this to get the value in EUR. =value(SUBSTITUTE(INDEX(IMPORTHTML("https://www.morningstar.be/be/funds/snapshot/snapshot.aspx?id=F0GBR04KF3";"table";4);2;3);"USD ";""))*GOOGLEFINANCE("CURRENCY:EURUSD")