Stock Portfolio Tracker for Google Sheets & Excel

Stock Portfolio Tracker for Google Sheets & Excel

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Stock Portfolio Tracker for Google Sheets & Excel

Stock Portfolio Tracker for Google Sheets & Excel

Stock Portfolio Tracker for Google Sheets & Excel

Stock Portfolio Tracker for Google Sheets & Excel

The Stock Portfolio Tracker is a powerful tool designed for investors to track, analyze, and manage their stock investments with ease. Whether you’re a beginner or an experienced trader, this tool helps you stay organized and informed.

Key Features:

1. Comprehensive Portfolio Tracking Track all your stock purchases and sales with detailed information such as stock ticker, company name, sector, exchange, quantity, price, and transaction fees.
2. Real-Time Price Updates Stay up-to-date with real-time stock prices and market data for accurate and timely decision-making.
3. Profit & Loss Calculations Automatically calculates your Unrealized and Realized PNL, as well as your ROI, to track how your investments are performing.
4. Customizable to Fit Your Needs Easily customize the tracker to suit your portfolio by adding/removing stocks or adjusting categories based on your needs.
5. Watchlist for Future Investments Monitor stocks you’re interested in buying or selling, with details like market cap, P/E ratio, and daily price changes.
6. Historical Data & Trend Analysis View your stock’s historical performance and track its growth over time to understand investment trends.
7. Multiple Currency Support Track international stocks and convert values into your preferred currency for easy portfolio management.
8. Dividends & Tax Tracking Record dividend income and track taxes related to your investment activities, making tax preparation easier.

Who Can Benefit from This Tracker?

• Individual Investors Ideal for anyone who wants to track their stock portfolio’s performance and make informed investment decisions.
• Financial Advisors Perfect for managing multiple clients’ portfolios and providing timely insights into their investments.
• Global Investors Track stocks from various international markets, all within one convenient platform.

Why Choose This Tracker?

• Easy to Use: Simple interface and intuitive design, both in Excel and Google Sheets.
• Real-Time Updates: Get the latest market data to make timely decisions.
• Comprehensive: Manage everything from stock performance to dividends, taxes, and beyond.
• Customizable: Tailor the tracker to fit your specific portfolio size and needs.

Start using the Stock Portfolio Tracker today and take control of your investments!

WHAT’S INCLUDED?

• Step-by-step instructions
• 4 Templates of Spreadsheets
• Sample Google Sheet with Mock Data
• Blank Google Sheet
• Sample Excel with Mock Data
• Blank Excel
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if using Google Sheets)
• Microsoft Excel software (if using Excel)
• Basic computer skills

HOW IT WORKS:

1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

• This is a digital download; no physical items will be shipped.
• Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.

NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.