Google Sheets Stocks Portfolio Tracker Dashboard
Budget: £20 – £250 GBP
Project Overview:
- I am looking for a skilled Google Sheets expert to develop a custom stock investment portfolio tracker dashboard. This tool will be used to manage and track a stock portfolio with real-time data integration, performance tracking, asset allocation, and visual analytics. The dashboard should be intuitive / user-friendly, visually appealing, and fully automated for daily updates.
Key Features Required:
- Real-time stock price integration using `GOOGLEFINANCE()` or other external sources.
- USD and GBP support with automatic currency conversion.
- Cash tracking: Ability to input and monitor cash balances as part of the portfolio, including deposits, withdrawals, and available funds for future investments.
- Detailed asset tracking, including current price, purchase price, and quantity.
- Performance metrics: Unrealized/realized gains, total return, percentage gain/loss.
- Dividend tracking with reports.
- Asset allocation visualization (pie chart).
- Historical performance tracking visualization (line chart).
- Performance benchmarking: Compare portfolio against both US indices (S&P 500) and UK indices (FTSE 100) - (column or log chart).
- Simple, intuitive / user-friendly transaction input system.
- Dashboard overview with key performance indicators (KPIs) like total portfolio value, daily performance, and top-performing stocks.
Skills Needed:
- Advanced Google Sheets Expertise.
- Data Visualization.
- Financial/Investment Knowledge.
- Scripting and Automation (Google Apps Script).
- Problem Solving & Customization.
- Attention to Detail & Testing.
- I am looking for a skilled Google Sheets expert to develop a custom stock investment portfolio tracker dashboard. This tool will be used to manage and track a stock portfolio with real-time data integration, performance tracking, asset allocation, and visual analytics. The dashboard should be intuitive / user-friendly, visually appealing, and fully automated for daily updates.
Key Features Required:
- Real-time stock price integration using `GOOGLEFINANCE()` or other external sources.
- USD and GBP support with automatic currency conversion.
- Cash tracking: Ability to input and monitor cash balances as part of the portfolio, including deposits, withdrawals, and available funds for future investments.
- Detailed asset tracking, including current price, purchase price, and quantity.
- Performance metrics: Unrealized/realized gains, total return, percentage gain/loss.
- Dividend tracking with reports.
- Asset allocation visualization (pie chart).
- Historical performance tracking visualization (line chart).
- Performance benchmarking: Compare portfolio against both US indices (S&P 500) and UK indices (FTSE 100) - (column or log chart).
- Simple, intuitive / user-friendly transaction input system.
- Dashboard overview with key performance indicators (KPIs) like total portfolio value, daily performance, and top-performing stocks.
Skills Needed:
- Advanced Google Sheets Expertise.
- Data Visualization.
- Financial/Investment Knowledge.
- Scripting and Automation (Google Apps Script).
- Problem Solving & Customization.
- Attention to Detail & Testing.
Related categories:
Process Automation
Data Visualization
Google Sheets
Investment Management
Portfolio Management