Stock Portfolio Tracker Thematic | Stock Tracker Sheet | Google Sheets Stock Tracker | Personal Finance

The Stock Portfolio Tracker will Transform your Investment tracking into something to PROUD OF!

And do it professionally with the Thematic theme!

You'll be easily adding your transactions into one spot, and the tracker takes care of the rest!

It's easy to use, all of the calculations are done for you, and you only need a Google account to use it (no software or specific programs required).

The Stock Tracker includes:

- 1 Google Sheets Stock Tracker Template

- Instructions on how to use the template

- A complete dashboard, including helpful charts

- A history tab for adding your transactions. They'll be added up and allocated automatically for you, with the totals showing on the main dashboard as well as other tabs!

- A positions tab which will summarize in tabular format the total performance of each of the company's aka tickers you are investing in. They'll automatically be updated for this tab from your history tab entries!

- A Breakdown tab that has a doughnut chart that shows the distribution of your portfolio by ticker.

- A Stock list which has all of the major companies available to trade on the NYSE. Over 6,400 companies. This should aid in your research and reference if you ever forget a ticker.

-If you need a different currency, just send me a message and I will customize your template for you.

HERE'S HOW IT WORKS:

✓ You will need a Google account (it's free) to use the template

✓ You will receive a PDF file with a link to the template in Google Sheets

✓ Click 'Access Your Template Here' and your template will open up in your browser. Click on 'Access Template' in the top right corner

✓ You will also receive instructions on how to use your template

✓ Message me if you have any other questions!

IMPORTANT - PLEASE READ:

This is an instant digital download; no physical product will be shipped to you.

No refunds, exchanges, or cancellations on digital purchases, which leads me to the following:

This workbook does contain links to GOOGLEFINANCE as well as Scripts that I wrote to "do" a lot of the heavy lifting. Therefore there are more moving parts than a simple spreadsheet. It's the double edged sword of automation. The end user(ie you or your spouse) may have to refresh the workbook or occasionally troubleshoot in order to update. I'll be glad to help if you've exhausted my troubleshooting tips, and googled solutions unsuccessfully. This workbook is as plug and play as you can get without me linking directly to your finance data which i'm sure you wouldn't want anyways. So you'll need to be at least familiar enough with google sheets/excel in order to follow simple instructions and copy and paste data or be willing to read your data and insert it into the history tab which may take extra time.

FOR PERSONAL USE ONLY- files may not be shared or re-sold.

If you have any questions at all, please feel free to message me :) thanks for supporting my small business!

Jake© Eggscellent Sheets 2023