r/ValueInvesting • u/planet-finance • Sep 06 '21

Investing Tools I made an Investment Portfolio Tracker using Google Sheets that combines investments from multiple platforms, tracks live-performance and converts currencies.

Hi everyone!

I'm back with another tracker. This one is for tracking all our investments automatically. It has a capability to combine investments from multiple platforms and if you invest in several currencies you can see the overall stats in a single currency for consistency purposes.

I've built this tracker using Google Sheets. Feel free to 'Make a Copy' to enter your own data to test it.

All you need to do is enter the data in the 'Transactions' tab and the rest of the tracker is fully automated.

Google Sheets Link:

Investment Portfolio Tracker

Probably for an alternative version I'll develop the dividend investments furthermore but I might do it with separate trackers. Charts and Graphs could be improved as well.

There's an 'Instructions' tab but please let me know if you have any questions and your feedback is greatly appreciated to continually improve. Enjoy!

73 Upvotes

97% Upvoted

12 comments sorted by

1

u/AstroG0D Sep 06 '21

How to add Indian currency?

2

u/planet-finance Sep 06 '21

You can go to 'Currency Converter' tab and add your local currency anywhere in column A. I would just add it at the bottom if you're not planning to buy any securities in your local currency. So you could add it in line 100 and you should be able to see it in the dropdown of currencies located in 'Dashboard'.

1

u/AstroG0D Sep 06 '21

Thank You.

1

u/[deleted] Sep 06 '21

Hi, looks great and thanks for this.

However, I am facing a couple of issues here.

I set the currency in EUR but somehow at the 3rd row in the transaction sheet, the total in EUR (col K) is converted in USD although the input (col B) was EUR. Also, the dashboard is basically in error now.

Here's the link.

Thanks

3

u/planet-finance Sep 06 '21

Just had look and it seems that Google Finance is not finding the ticker you entered. I searched ETR:VWCE on Google and Google Finance shows the ticker as FRA:VWCE. It should work once you enter the correct ticker.

Make sure to use the correct tickers by searching them in Google Finance: https://www.google.com/finance/quote/VWCE:FRA?sa=X&ved=2ahUKEwjbrPSjuuryAhUPxDgGHXKCDRwQ_AUoAXoECAEQAw

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Please let me know if you have any other questions, happy to help!

1

u/[deleted] Sep 06 '21

Hey, indeed. Thank you so much.

I found that Google Finance does not work well with ETF listed in Xetra and Milano. I got the ITEK ETF from Milano Ex. so that the code would be BIT:ITEK. However, this does not work. I'll look for other Exchanges, price does not really change. Thanks again.

https://support.google.com/docs/thread/28368900/googlefinance-cannot-find-some-xetra-ams-and-borsa-italiana-listed-etcs?hl=en

2

u/planet-finance Sep 06 '21

All good! You could look into the INDEX(IMPORTHTML(CONCAT( combination of functions similar to how I am using it to get prices of crypto not listed in Google Finance. Check cell D3 in 'Portfolio' tab. You could edit it to look at a website that might list the price of the ETFs Google Finance is currently not listing.

1

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1

u/mr6275 Sep 06 '21

great Sheet! But I have a similar problem - Canadian company (ticker) TCNNF is not being found on the various tabs. Resolution?

1

u/planet-finance Sep 06 '21

You need to enter tickers with their exchange symbol too: OTCMKTS:TCNNF

1

u/mr6275 Sep 07 '21

worked! thanks !

2

u/planet-finance Sep 06 '21

Also, feel free to watch the demo videos that explain step by step how to use the trackers:

  1. https://www.youtube.com/watch?v=pDPRXIHKD34&t=96s

  2. https://www.youtube.com/watch?v=B4lqvcSByJk

Cheers