Stock Portfolio Tracker for Google Sheets
Stock Portfolio Tracker for Google Sheets
Embedded Files
This Stock Portfolio Tracker is a Google Sheets based system designed to track your investment performance across stocks. It captures actual invested capital, current value, realized and unrealized P&L, dividends received, and ROI %, while linking every trade to a strategy and investment account for full traceability. With a live watchlist, deposit/withdrawal tracking, and dedicated reports by stock, strategy, month/year, and sector, the tracker empowers investors to make data-driven, emotion-free decisions and build consistent long-term performance.
Trade Log
Trade Log
Capture and organize your trading activity with our notes management system. Track and review every trade with complete accuracy. Visualize all entries and exits directly on a View chart, enhanced with advanced drawing tools and indicators. Use our trading diary to record your thoughts, observations, and key lessons from every trade.
Capture and organize your trading activity with our notes management system. Track and review every trade with complete accuracy. Visualize all entries and exits directly on a View chart, enhanced with advanced drawing tools and indicators. Use our trading diary to record your thoughts, observations, and key lessons from every trade.
Dashboard Overview
Dashboard Overview
Watchlist
Watchlist
Keep an eye on your shortlisted stocks before you invest - all in one live view. Track real-time prices, day and 52-week ranges, volume, market cap, P/E, and EPS to quickly judge whether a stock is worth entering. Set your own Buy and Sell trigger levels, and the sheet automatically highlights them the moment a stock hits your target — so you never miss an entry or exit point. A built-in price trend sparkline shows recent movement at a glance, while key market indices (Nifty, Sensex, Bank Nifty, Nasdaq, S&P 500, and more) keep you updated on the broader market — all without leaving your sheet.
PORTFOLIO
PORTFOLIO
See exactly where you stand - every holding, every gain, every rupee in one place. Get a quick summary of your entire portfolio's investment cost, current value, unrealized & realized P&L, total return, today's movement, and overall ROI% right at the top. Below that, a complete holding-level table breaks down each stock and ETF by quantity, sale details, investment value, holding period, and dividends - so you know not just what you own, but how it's actually performing. Instantly spot which positions are still open and which are fully closed, and add personal notes on any holding for your entry reason, exit plan, or anything worth remembering - turning your portfolio into a working record, not just a snapshot.
ACCOUNTS - Details
ACCOUNTS - Details
Setup
Setup
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 investor, this tool helps you stay organized and informed.
Key Features:
1. Comprehensive Portfolio Tracking
Track all your stock purchases and sales with detailed information — ticker, company name, sector, exchange, quantity, price, and trading fees.
2. Real-Time Price Updates
Stay up to date with live stock prices for accurate, timely decision-making.
3. Profit & Loss Calculations
Automatically calculates your Unrealized and Realized P&L, along with ROI%, so you always know how your investments are performing.
4. Customizable to Fit Your Needs
Add or remove holdings, adjust categories, strategies, and accounts to match your own portfolio and investing style.
5. Watchlist for Future Investments
Monitor stocks you're considering, with live price, day/52-week range, market cap, P/E ratio, EPS, and Buy/Sell alert levels.
6. Multiple Account & Currency Support
Track holdings across multiple brokers and accounts, and convert values across currencies for easy multi-market portfolio management.
7. Dividends & Capital Gains Tracking
Record dividend income and automatically classify gains as LTCG or STCG, making tax season easier to prepare for.
8. Performance Reports
Get detailed insights through Stock Performance, Strategy Performance, Monthly & Annual, and Sector Allocation reports — all in one place.
Who Can Benefit from This Tracker?
Individual Investors — Ideal for anyone who wants to track their stock portfolio's performance and make informed decisions.
Long-Term & Multi-Account Investors — Perfect for tracking holdings across multiple brokers in one place.
Investors Tracking International Stocks — Convert and track holdings across currencies within one convenient platform.
Why Choose This Tracker?
Easy to Use — Simple interface and intuitive design in Google Sheets.
Real-Time Updates — Get live market data to make timely decisions.
Comprehensive — Manage everything from performance to dividends, taxes, and account-level insights.
Customizable — Tailor the tracker to fit your specific portfolio size and strategy.
Start using the Stock Portfolio Tracker today and take control of your investments!
⚠️ Note: This tracker is built for Google Sheets and relies on Google Finance for live price updates and the Watchlist feature.
Page updated
Google Sites
Report abuse