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I hacked together this spreadsheet to help me better visualize my investments in a different manner: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE

I hacked together this spreadsheet to help me better visualize my investments in a different manner: https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8oiEp9ctPMU9DAgerltYHGVeg/edit#gid=1660889064 https://docs.google.com/spreadsheets/d/1tBrZEMFK9XNWxiqOxE8o... Been contemplating whether to leverage no-code tools to help level-up the functionality and visualizations Would appreciate any pointers as appropriate. Thanks.

jsemrau 5y ago
I have a similar 'VC-style' portfolio.
- mrjivraj 5y ago
  that's cool - do you write about it anywhere?
rootsudo 5y ago
You can do powerbi and a dashboard or probably similar in google spreadsheets I'd figure with external data source. You should also include a general net worth, daily net gain, weekly net gain on 7 day lag, and monthly/quarterly to see how you're really doing. Just the number and a basic chart can do so much more to clear it up. Etsy and BTC, congrats, same here too. What I did was create a general dashboard, of my daily net worth and also gone as far as see my daily spend - I setup email alerts on my credit card, withdrawls and used O365 flow to capture the number and append it to a spreadsheet which then is pushed to the dashboard on a hourly cadence. Bank accounts value Stocks Crypto Housing equity (this one is static, just took value and apply a custom appreciation rate, low, but figue if 3% annual is correct, just divide by 12, and do it monthly) Gross Revenue/Paycheck income. Daily Spend Daily spend average. But I admit it is different from just tracking investments, hopefully this post makes sense, I feel like I went off quite a bit.
- mrjivraj 5y ago
  Congrats to you as well! I'll look into powerbi - thanks for the suggestion. It sounds like you're using it to track your budget & net worth. I actually disagree with tracking my investments this granularly. Just because we can, doesn't mean we should. I find it's better to zoom out when it comes to investing and let time & compounding work for me. If it was granular to the day, I think I'd drive myself crazy! :)

jsemrau 5y ago

I have a similar 'VC-style' portfolio.

mrjivraj 5y ago
that's cool - do you write about it anywhere?

rootsudo 5y ago

You can do powerbi and a dashboard or probably similar in google spreadsheets I'd figure with external data source. You should also include a general net worth, daily net gain, weekly net gain on 7 day lag, and monthly/quarterly to see how you're really doing. Just the number and a basic chart can do so much more to clear it up. Etsy and BTC, congrats, same here too. What I did was create a general dashboard, of my daily net worth and also gone as far as see my daily spend - I setup email alerts on my credit card, withdrawls and used O365 flow to capture the number and append it to a spreadsheet which then is pushed to the dashboard on a hourly cadence. Bank accounts value Stocks Crypto Housing equity (this one is static, just took value and apply a custom appreciation rate, low, but figue if 3% annual is correct, just divide by 12, and do it monthly) Gross Revenue/Paycheck income. Daily Spend Daily spend average. But I admit it is different from just tracking investments, hopefully this post makes sense, I feel like I went off quite a bit.

mrjivraj 5y ago
Congrats to you as well! I'll look into powerbi - thanks for the suggestion. It sounds like you're using it to track your budget & net worth. I actually disagree with tracking my investments this granularly. Just because we can, doesn't mean we should. I find it's better to zoom out when it comes to investing and let time & compounding work for me. If it was granular to the day, I think I'd drive myself crazy! :)