Investment Tracker Stock Portfolio Spreadsheet Google Sheets

A Google Sheets spreadsheet designed for tracking stock transactions, managing portfolios, and providing a dashboard with multi-currency support and a watchlist tracker could have the following features and sections (very easy to use):

1. Transaction Entry: This section allows you to input details of your stock transactions. Each row might include columns such as:

• Date of the transaction
• Ticker symbol or stock name
• Buy/Sell indication
• Quantity of shares
• Price per share (in the transaction currency)
• Transaction currency
• Brokerage fees or transaction costs
• Exchange rate (if transaction currency differs from your base currency)

2. Portfolio Summary: This area would dynamically calculate your current portfolio's value and overall performance. It could include columns like:

• Stock name or symbol
• Current price per share (updated through APIs or manual input)
• Current value of your holdings (calculated as quantity * current price)
• Total investment (sum of all investments made in this stock)
• Gain/Loss (difference between total value and total investment)
• Gain/Loss percentage

3. Watchlist Sheet: This sheet helps you track stocks you're interested in but haven't invested in yet. It might include columns like:

4. Currency Exchange Rates: To support multi-currency functionality, you'd have a section where you enter exchange rates for various currencies against your base currency. This information will be used to convert transactions into your base currency for consistent portfolio tracking.

5. Dashboard: A graphical representation of your portfolio's performance over time could be created using charts and graphs. Common types of visualizations might include a line chart showing portfolio value growth, a pie chart illustrating your portfolio's distribution across different stocks, and a bar chart showcasing the allocation of stocks by industry.

6. Multi-Currency Handling: For transactions involving different currencies, a formula or script could be implemented to automatically convert the transaction amounts and fees into your base currency. This would provide a unified view of your portfolio's value and performance.

7. Conditional Formatting: To make the spreadsheet visually informative, you could apply conditional formatting to cells to highlight gains, losses, and other important data points. For example, cells could turn green for gains and red for losses.

8. Data Validation and Error Handling: Implement data validation rules to prevent errors in data entry. Ensure that users enter valid ticker symbols, positive quantities, proper dates, etc. Error handling could be added to catch any issues with calculations or data inconsistencies.

9. Automatic Data LIVE: Automatically retrieve stock prices, currency exchange rates and more live data.

10. Historical Data: Incorporate a way to track historical transactions, allowing you to review past trades and maintain a comprehensive record of your investment history.