Excel Portfolio Tracker

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Is there a recommended Excel/Google spread sheet template that can be used to track my portfolio?

Thanks

David

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Asked on April 16, 2020 3:07 pm
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Private answer

Hi David,

Let me look into this for you. I don't have anything off hand, but may be able to find something for you.

What features are you looking for? There are so many ways to go about doing this, and everyone has their own quirks. I like Google Sheets because you can get live data - to an extent.

Mat

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Posted by Mathieu Litalien
Answered on April 18, 2020 9:38 am
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Hi Mat, I'm also a new Stocktrades member and self-directed investor and was looking for such a tracker and hoped to find such a resource here. Is there a place where I can find one? Respectfully, Alexis
(alexis.rioux@gmail.com at September 8, 2024 9:44 am)
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Like this one: https://themeasureofaplan.com/investment-portfolio-tracker/
(alexis.rioux@gmail.com at September 8, 2024 10:11 am)
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Ideally, it is more like this one: https://www.wisesheets.io/?utm_campaign=pmax-usa-ca-uk-es&utm_term=&utm_source=google&utm_medium=cpc&gad_source=1&gbraid=0AAAAAoOrSmDaru4QHD352jHXpp6DNNkvg&gclid=Cj0KCQjwlvW2BhDyARIsADnIe-JdrCQ1kC-E7TBti-pWDqutNlEj7XSxK1xKLtUOsH9eNrgKu-HOZlgaAutgEALw_wcB
(alexis.rioux@gmail.com at September 8, 2024 10:36 am)
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Hey there Alexis. Do you mind throwing this in a new question? This one is quite old. Dan
(Dan Kent at September 9, 2024 7:58 am)
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