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Free google sheet template with the following features: - Uses Google Finance formulas to automatically pull the current share price of your investments daily
by getToTheChopin 3y ago
Free google sheet template with the following features:
- Uses Google Finance formulas to automatically pull the current share price of your investments daily
- Calculates the $ and % return of your portfolio between any range of dates
- Comparison of your portfolio’s performance versus the S&P 500 index and any custom benchmark of your choice
- Dividend tracking
- Reporting on realized gains (super helpful during tax time!)
- Flexibility to group your investments into custom categories (e.g., domestic stocks, international stocks, bonds, etc.)
- Tracks assets in multiple countries, and converts all values into one common currency
- Automated re-balancing calculations versus your target asset allocation
- Supports up to 250 stock tickers, 10 investment accounts, 25 investment categories, and 5 currencies