Build Live Portfolio Tracker

How to build Live Updating Google Finance Stock Portfolio Tracker

I want to track the performance of my portfolio including Dividends and saving plan.
So i build my own Live updating stock portfolio tracker with Google sheets.

Sheet Depot
Namenumberpurchasing pricesumtickermarket pricedividendesumprofit €profi %
Münchener Rück20160.8813217.62FRA:MUV2175.91233641423.3813.15817281

Depot value14649.87271
Profit/ loss in €1740.57172
Profit/ loss in %11.88113886

Sheet Dividend
YearMünchener Rück
2016123
total123

here ist the example:

A :name: xyz
B number: insert value
C purchasing price: insert value
D sum: B2*C2
E ticker: FRA:MUV2
F market price: =GOOGLEFINANCE(E2)
G dividend: =Dividend!B34 (B34 =total from the Dividend sheet)
H sum: B2*F2+G2
I profit €: H2-D2
J profit %: I2/D2*100

For the Overview off all stocks:
B12 Depot value: =SUM(H2:H20)
B13 profit/loss in €: =SUM(I2:I20)
B14 Profit/loss in %: =B13/B12*100


You can Download it here:

Live updating google finance Stock portfolio tracker
Search for ticker:
Stock ticker symbol lookup



Watch the Video with introduction here 









Comments

  1. AnonymousAugust 16, 2017 at 5:09 AM

    Thanks that helps a lot.

    ReplyDelete
    Replies
    1. MarkusFebruary 23, 2020 at 10:46 AM

      Hi,

      ich hab dein Google sheet jetzt doch selbst gefunden :-) Danke!

      Nach jetzt ca. 2 jahren Aktienhandel bin ich zum selben schluss wie du gekommen. Das sinvolste sind ETFs ,zumindest für den Großteil des Geldes.
      Ich hab mich auch für die MSCI ETFs entschieden. Aktuell in der engeren auswahl sind All Country World, World und World Minimum Volatility.

      Muss mal gucken wie ich die mischen werde.

      Danke und viel Erfolg mit deinem Plan,
      Markus

      Delete
    2. Lucky7InvestApril 29, 2020 at 10:46 PM

      Super viel Erfolg, ich muss noch die Rechnung für die Jährliche Rendite ergänzen kommt aber noch.
      Ja ich finde auch den MSCI World am stabilsten hat auch eine ansehnliche rendite :)

      Delete
  2. AlexanderJuly 15, 2018 at 4:29 PM

    Nice blog! I like your articles about stocks and the watchlist! Thanks!

    ReplyDelete

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