Google Sheets Master Portfolio Tracker | Dark Theme

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This video will show you how to make this totally awesome Google Sheets Master Portfolio Tracker step by step! Yes, this video is long but trust me when I say this, it is worth it! We will start with making a code in google sheets script editor that will generate your positions using the first in first out (FIFO) method, and it will also be able to account for any stock splits! Then we will move on to making the positions tab and the conversion tab! This sheet will be able to convert into whatever currency you use! After that, we will finish up with creating the beautiful dark theme dashboard to conveniently see the overall performance of your portfolio.

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Here are some of the long and annoying functions to copy and paste:

🔹Positions Change%:
=iferror(if(isblank(A3),"",GOOGLEFINANCE(A3,"changepct")/100),(GOOGLEFINANCE(A3)-(INDEX(GOOGLEFINANCE("currency:"&A3&"","Price",TODAY()-1),2,2)))/(INDEX(GOOGLEFINANCE("currency:"&A3&"","Price",Today()-1),2,2)))

🔹Positions Change$:
=iferror(if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"change")*B3),(GOOGLEFINANCE(A3)-(index(GOOGLEFINANCE("currency:"&A3&"","Price",Today()-1),2,2)))*B3)

🔹Currency Conversion Purchase:
=If(A3="GBP",IF(B3="","",IF(A3=$F$1,Positions!C3,Positions!C3*GOOGLEFINANCE("currency:"&A3&""&$F$1&"")))/100,If(B3="","",IF(A3=$F$1,Positions!C3,Positions!C3*GOOGLEFINANCE("currency:"&A3&""&$F$1&""))))

🔹History Total Conversion:
=IF(G3="GBP",IF(B3="","",IF(G3=$G$2,F3,F3*GOOGLEFINANCE("currency:"&G3&""&$G$2&"")))/100,IF(A3="","",IF(G3=$G$2,F3,F3*GOOGLEFINANCE("Currency:"&G3&""&$G$2&""))))

🔹History Currency:
=IFERROR(IF(C3="Crypto",$G$2,(IF(ISBLANK(B3),"",IF(B3="Cash",$G$2,IF(GOOGLEFINANCE(B3,"CURRENCY")="GBX","GBP",GOOGLEFINANCE(B3,"CURRENCY")))))),Conversion!$F$1)

🔹Dashboard Cash Value:
=Sumif(HistoryAction,"Deposit",HistoryTotalConvert)+sumif(HistoryAction,"Sell",HistoryTotalConvert)+SUMIF(HistoryAction,"Dividend",HistoryTotalConvert)+sumif(HistoryAction,"Interest",HistoryTotalConvert)+Sumif(HistoryAction,"Adjustment",HistoryTotalConvert)-SUMIF(HistoryAction,"Buy",HistoryTotalConvert)-SUMIF(HistoryAction,"Withdrawal",HistoryTotalConvert)

🔹Dashboard Realized Gains:
=sumif(HistoryAction,"Sell",HistoryTotalConvert)+SUMIF(HistoryAction,"Dividend",HistoryTotalConvert)-sumif(HistoryAction,"Buy",HistoryTotalConvert)-sumif(HistoryAction,"DRIP",HistoryTotalConvert)+sum(Conversion!G:G)

***Sometimes Copy & Paste doesn't work and you will manually have to type out the function***

Chapters:

0:00 How It Works
6:25 The FIFO Code
51:05 The History & Portfolio Tab
1:23:45 The Currency Conversion Tab
1:51:15 The Dashboard Tab

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#googlehseets #portfoliotracker #googlefinance

Видео Google Sheets Master Portfolio Tracker | Dark Theme канала Think Stocks