Google Sheet Portfolio Tracker
Track all your Stocks, Mutual Funds and ETFs in one Place
3 followers
Track all your Stocks, Mutual Funds and ETFs in one Place
3 followers
Track all your Indian stock market investments in one place with this powerful Google Sheets portfolio tracker. Monitor Stocks, Mutual funds, and ETFs with automated XIRR calculations and benchmark comparisons.
Hello everyone. I just wanted to share a small project I’ve been working on recently. Tracking investments in multiple Demat accounts can be a hassle. So, I built this Google Sheet Portfolio Tracker, a simple all-in-one tool to consolidate everything into a single dashboard. It’s been super helpful for me, and I thought others might find it useful too and sharing this it here.
I have made two versions based on different needs:
🟢 Free Version:
Track all your Stocks in one place.
Add or Edit Transactions effortlessly with dedicated Forms.
Handles corporate actions like Split, Demerge, Bonus, Dividend
Automated XIRR Calculation.
Compare your portfolio's performance against diverse Benchmarks.
Records daily Portfolio Value.
⭐ Supporter Version (Exclusive for my Supporters):
Track Stocks, Mutual Funds, and ETFs – All in one sheet.
FIFO-based LTCG & STCG Tax Calculations. (Experimental Only)
Advanced Portfolio Insights for better analysis.
Have more Utility Functions.
Seamless Data Import without manual Formula adjustments.