Portfolio Tracker - Silver

Portfolio Management Google Sheet — a meticulously designed, copyable template that puts professional-grade analytics and organization at your fingertips.

Its modern, visually appealing design and pragmatic approach make it stand out from traditional table-like structures, providing both functionality and elegance.

-> use code PT50 to get 50% discount on first 50 sales.

Sheet 1: Stock Performance Tracker

Input Fields:

• Stock ticker symbol
• Purchase price per share
• Quantity of shares owned

Automated Outputs:

• Daily and overall profit/loss trends
• Simple Moving Averages (SMAs) for 30, 90, 180, and 365 days
• Graphical representation of stock performance over time

This sheet is thoughtfully designed to balance aesthetics with functionality, ensuring your data is both easy to interpret and visually engaging.

Sheet 2: Portfolio Overview & Analytics

Comprehensive Data Visualization:

• Pie Chart: Displays your investment and valuation distribution across all stocks.
• Bar Chart: Tracks profit and loss by stock, providing an easy-to-read summary of performance.

Advanced Analytics:

• Candle Chart: Offers a deep dive into price movements and trends for advanced traders.
• Bubble Chart: Visualizes key parameters like valuation vs. profit, helping you spot opportunities and risks.

Dynamic Analysis Tools:

• Min, Max, Median, and Average Calculations: Select these statistics via a dropdown to analyze stock-specific data quickly.
• Filter and Sort Dropdown: Organize your portfolio based on various parameters like performance, profit, or valuation for deeper insights.

Managing your investments effectively is critical to achieving your financial goals. This Portfolio Management Google Sheet makes it easy to:

1. Track Performance in Real-Time: Monitor daily and overall trends to stay informed about your portfolio’s health.
2. Gain Analytical Insights: Leverage SMAs, advanced charts, and detailed metrics to make smarter investment decisions.
3. Visualize Data Clearly: Use beautifully designed charts and graphs to understand your portfolio’s distribution, trends, and performance at a glance.
4. Save Time & Stay Organized: Simplify portfolio management with automated calculations and customizable features.
5. Experience Modern Design: Break away from the monotonous table-like formats with a visually striking and user-friendly interface.

DISCLAIMER : Portfolio tracker uses advanced formula provided by google sheet and does not guarantee it's availability and performance.