[et_pb_section fb_built=”1″ _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on” da_disable_devices=”off|off|off”][et_pb_row _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]Staying on top of your investments can be a real challenge, particularly if you manage them through many brokers. In this post we will cover how to track your stock portfolio using spreadsheets and Sheetgo.<\/p>\n
The end result will simplify your process and hopefully your life. This is what you can expect from the end result:<\/p>\n
While this system was initially built around traditional investments, it can be easily modified to accommodate crypto investments.<\/p>\n
Make a copy of this spreadsheet and follow along<\/a>. Let\u2019s get into it![\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.24.1″ background_color=”#effff6″ background_image=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2024\/02\/charts_visualize-copy.webp” background_size=”contain” background_position=”bottom_left” background_horizontal_offset=”4%” background_vertical_offset=”0%” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|desktop” custom_margin=”40px||40px||true|false” custom_padding=”20px|30px|30px|30px|false|true” link_option_url=”https:\/\/www.sheetgo.com\/products\/visualize\/” background_last_edited=”on|tablet” background_enable_image_tablet=”off” border_radii=”on|10px|10px|10px|10px” collapsed=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.24.1″ _module_preset=”default” background_enable_image=”off” background_size=”initial” background_position=”bottom_right” background_horizontal_offset=”-36%” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.24.1″ _module_preset=”default” background_enable_image=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.24.1″ _module_preset=”default” header_4_text_color=”#071623″ custom_margin=”0px|0px|||false|false” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n [\/et_pb_text][et_pb_button button_url=”https:\/\/www.sheetgo.com\/products\/visualize\/” url_new_window=”on” button_text=”START WITH SHEETGO” button_alignment=”center” _builder_version=”4.24.1″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#2979ff” button_border_width=”0px” button_border_radius=”6px” button_font=”|700|||||||” button_use_icon=”off” custom_margin=”0px|0px|0px|0px|true|true” custom_padding=”15px|20px|15px|20px|true|true” saved_tabs=”all” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(41,121,255,0.7)” button_bg_enable_color__hover=”on” theme_builder_area=”post_content”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.24.1″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text module_id=”create” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n First, we will create a simple Sheetgo form<\/a> to track purchased stocks. These forms can be made quickly from an existing spreadsheet. Afterwards, they will feed data right into that spreadsheet.<\/p>\n 1\ufe0f\u20e3 Click here<\/a> to sign up for Sheetgo<\/p>\n 2\ufe0f\u20e3 Click the Form to Google Sheets<\/strong> card<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2024\/05\/track-your-stock-portfolio_1.webp” alt=”Stock portfolio spreadsheet 1″ title_text=”track-your-stock-portfolio_1″ align=”center” _builder_version=”4.24.1″ _module_preset=”default” width=”100%” custom_margin=”30px||30px||true|false” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]3\ufe0f\u20e3 Under file, select the spreadsheet<\/a> and, under tab, choose Response Sheet<\/b>. Then Click Finish and save<\/b>.[\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2024\/05\/track-your-stock-portfolio_2.webp” alt=”Stock portfolio spreadsheet 2″ title_text=”track-your-stock-portfolio_2″ align=”center” _builder_version=”4.24.1″ _module_preset=”default” width=”100%” custom_margin=”30px||30px||true|false” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n That\u2019s it! You\u2019ve created your form. Apart from being created easily, Sheetgo forms offer a simple way to input data from your mobile devices.<\/p>\n This is what your workflow should look like up to now.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2024\/05\/track-your-stock-portfolio_3.webp” alt=”Stock portfolio spreadsheet 3″ title_text=”track-your-stock-portfolio_3″ align=”center” _builder_version=”4.24.1″ _module_preset=”default” width=”100%” custom_margin=”30px||30px||true|false” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text module_id=”work” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n Now it\u2019s time to fill out the spreadsheet. This database should be a good reflection of your investments.\u00a0<\/p>\n Just use the form you created and submit it for each stock you hold. If your portfolio is too extensive, this process could become repetitive; in that case, you may need to create fake entries. This means populating the Response Sheet tab directly in your spreadsheet.<\/p>\n After you\u2019ve built your initial database, you have to fill in the form every time you buy new stocks. This will keep your database up to date.<\/p>\n [\/et_pb_text][et_pb_text module_id=”an” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n This spreadsheet is quite powerful; it features numerous functions that automate your work.<\/p>\n The first time you open the copied spreadsheet, you will get a warning message (\u201c Some formulas are trying to send and receive data from external parties\u201d). This is the GOOGLEFINANCE function trying to retrieve data.\u00a0Click ‘Allow access’<\/strong><\/span>\u00a0for it to work.<\/p>\n Once you\u2019ve populated it, the Portfolio Holdings tab allows you to:<\/p>\n Like any good spreadsheet, there are a few functions that do most of the heavy lifting. These are just a\u00a0 few honorable mentions:<\/p>\n This spreadsheet is a great starting point for portfolio tracking. You can continue to adapt it to meet your specific needs.<\/p>\n [\/et_pb_text][et_pb_text module_id=”craft” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n Finally let\u2019s build a dashboard to get an overview of your stocks. For this we will leverage another Sheetgo function that lets you group all charts in a spreadsheet.<\/p>\n As much as we love spreadsheets we know they can be difficult to work with on the move. And much like forms, Sheetgo Dashboards are a great way to stay connected with your investments from a mobile device.<\/p>\n As if that wasn\u2019t enough, dashboards can be shared easily. This could come in handy if you are managing other people\u2019s accounts and have to give them visibility.<\/p>\n For this guide, we will use existing charts within the spreadsheet.<\/p>\n 1\ufe0f\u20e3 Go to the workflow you\u2019ve already created, click on the \u201c+\u201d on the left side-bar.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2024\/05\/track-your-stock-portfolio_4.webp” alt=”Stock portfolio spreadsheet 4″ title_text=”track-your-stock-portfolio_4″ align=”center” _builder_version=”4.24.1″ _module_preset=”default” width=”100%” custom_margin=”30px||30px||true|false” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n 2\ufe0f\u20e3 Select the charts you want to include in your dashboard. For this example, we will select them all.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2024\/05\/track-your-stock-portfolio_5.webp” alt=”Stock portfolio spreadsheet 5″ title_text=”track-your-stock-portfolio_5″ align=”center” _builder_version=”4.24.1″ _module_preset=”default” width=”100%” custom_margin=”30px||30px||true|false” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n 3\ufe0f\u20e3 That\u2019s it! Now just sit back and (hopefully) watch those profits grow.<\/p>\n [\/et_pb_text][et_pb_image src=”https:\/\/static.sheetgo.com\/wp-content\/uploads\/2024\/05\/track-your-stock-portfolio_6.webp” alt=”Stock portfolio spreadsheet 6″ title_text=”track-your-stock-portfolio_6″ align=”center” _builder_version=”4.24.1″ _module_preset=”default” width=”100%” custom_margin=”30px||30px||true|false” border_radii=”on|12px|12px|12px|12px” global_colors_info=”{}” theme_builder_area=”post_content”][\/et_pb_image][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n If you build any charts of your own, simply repeat these steps to include them in your dashboard.<\/p>\n You can also add text to give context for all your charts; you could even divide them into subcategories.<\/p>\n [\/et_pb_text][et_pb_text module_id=”next” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n Right off the bat this workflow adds a lot of value. It allows you to spend less time tracking down stock information and more time analyzing your next move. That being said, it can be improved.<\/p>\n These are just some of the few things that could be added or modified:<\/p>\nTransform your data into actionable insights<\/strong><\/h4>\n
Create a Sheetgo form<\/h2>\n
Work on your database<\/h2>\n
An overview of the rest of the spreadsheet<\/h2>\n
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Craft charts and display them in a dashboard<\/h2>\n
Next steps<\/h2>\n