Net Worth Tracker + Live Investment Dashboard in Google Sheets
Budget: ₹600 – ₹2,500 INR
I need a professional Net Worth Tracker in Google Sheets with a clean, easy-to-understand dashboard and separate tracking sheets for each asset class.
Key Requirements
1. Dashboard showing:
Total Net Worth (Assets – Liabilities)
Asset Allocation (Pie Chart)
Net Worth Growth Chart (monthly tracking)
Monthly Net Worth Change (MoM)
Total Assets & Total Liabilities summary
2. Separate Sheets Needed
- Indian Stocks (with P&L tracking + live prices) with the holding details as well as XIRR
- US Stocks (USD + INR values + P&L + live prices + USD-INR conversion) with the holding details as well as XIRR
- Mutual Funds (with P&L & live NAV tracking)
- Crypto (live prices)
- Bank Accounts + FDs (manual entry)
- NPS (manual entry)
- EPF (manual entry)
- Insurance (manual entry)
- Gold (ETF/SGB/Physical – ETF & SGB price automated if possible)
- Liabilities (Home Loan + Credit Card Outstanding – manual entry)
3. Automation Needed - Live updates using formulas for:
- Indian Stocks (GOOGLEFINANCE)
- US Stocks (GOOGLEFINANCE)
- Mutual Funds NAV (auto pull)
- Crypto prices (auto pull)
4. Ledger Requirement - Separate transaction ledger sheets for:
- Indian Stocks Ledger
- US Stocks Ledger
- Mutual Funds Ledger
Ledger must capture: Date, Ticker, Buy/Sell, Qty, Price, Amount, charges
5. Expected Output
Fully functional Google Sheet with correct formulas, formatting and error handling
Scalable structure (easy to add new holdings)
Key Requirements
1. Dashboard showing:
Total Net Worth (Assets – Liabilities)
Asset Allocation (Pie Chart)
Net Worth Growth Chart (monthly tracking)
Monthly Net Worth Change (MoM)
Total Assets & Total Liabilities summary
2. Separate Sheets Needed
- Indian Stocks (with P&L tracking + live prices) with the holding details as well as XIRR
- US Stocks (USD + INR values + P&L + live prices + USD-INR conversion) with the holding details as well as XIRR
- Mutual Funds (with P&L & live NAV tracking)
- Crypto (live prices)
- Bank Accounts + FDs (manual entry)
- NPS (manual entry)
- EPF (manual entry)
- Insurance (manual entry)
- Gold (ETF/SGB/Physical – ETF & SGB price automated if possible)
- Liabilities (Home Loan + Credit Card Outstanding – manual entry)
3. Automation Needed - Live updates using formulas for:
- Indian Stocks (GOOGLEFINANCE)
- US Stocks (GOOGLEFINANCE)
- Mutual Funds NAV (auto pull)
- Crypto prices (auto pull)
4. Ledger Requirement - Separate transaction ledger sheets for:
- Indian Stocks Ledger
- US Stocks Ledger
- Mutual Funds Ledger
Ledger must capture: Date, Ticker, Buy/Sell, Qty, Price, Amount, charges
5. Expected Output
Fully functional Google Sheet with correct formulas, formatting and error handling
Scalable structure (easy to add new holdings)