Google Sheets Stock Portfolio
Budget: $30 – $250 CAD
I need a Google Sheets Stock Portfolio that will track:
- Canadian, US, Australia, and Japanese stocks and currencies
- Deposit, Withdrawal, Buy, Sell, Dividend, DRIP transactions
- Will calculate the average buy price for a stock or ETF
- Able to sort columns by date and/or ticker
- Standard portfolio overview fields, like a dashboard for an overview, pie chart for breakdown of percentages of stocks, sheet listing total Gain/loss % and total Gain/loss $, Daily change % and $, Current market value.
If you already have portfolio templates made, I would be happy to use something that you have already created if it suits (may need tweaking for currencies).
- Canadian, US, Australia, and Japanese stocks and currencies
- Deposit, Withdrawal, Buy, Sell, Dividend, DRIP transactions
- Will calculate the average buy price for a stock or ETF
- Able to sort columns by date and/or ticker
- Standard portfolio overview fields, like a dashboard for an overview, pie chart for breakdown of percentages of stocks, sheet listing total Gain/loss % and total Gain/loss $, Daily change % and $, Current market value.
If you already have portfolio templates made, I would be happy to use something that you have already created if it suits (may need tweaking for currencies).