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Demo stock investment portfolio tracker with Google Sheets and Google Data Studio

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I am happy to announce the release of LION stock portfolio tracker. It is a personal stock portfolio tracker built with Google Sheets and Google Data Studio. The stock portfolio's transactions are managed in Google Sheets and its performance is monitored interactively on a beautiful dashboard in Google Data Studio.

You can try with the demo below and follow the LION stock portfolio tracker guide to create your own personal stock portfolio tracker with Google Sheets and Google Data Studio.

Demo how to create stock investment portfolio tracker with Google Sheets and Google Data Studio

Table of Contents

Demo dashboard

Demo spreadsheet

Guide

Disclaimer

The post is only for informational purposes and not for trading purposes or financial advice.

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Comments

  1. AnonymousJune 15, 2021 at 5:41 AM

    Exactly what I have been looking for! You are amazing buddy!! Is it possible to include XIRR at individual stock level for comparison purposes. I could add overall portfolio XIRR, but couldn't get it calculated at stock level.

    ReplyDelete
    Replies
    1. All Stacks DeveloperJune 17, 2021 at 9:38 PM

      Thank you for your feedback and suggestion!

      It's the first time I hear about XIRR. I'll learn about it and see if I can add it to the stock portfolio tracker. If so, I'll publish a new post for it.

      Delete
    2. All Stacks DeveloperFebruary 4, 2022 at 6:50 PM

      Hi, I hope you are doing well!

      I just want to let you know that thanks to your suggestion, I just published a series of posts about how to use XIRR and XNPV functions in Google Sheets to calculate the internal rate of return (IRR) and the net present value (NPV) of a stock portfolio at different levels (stock level and portfolio level).

      Please check them out below. Enjoy reading and thanks again for your suggestion!

      https://www.allstacksdeveloper.com/2021/12/time-value-of-money-pv-fv-npv-irr.html

      https://www.allstacksdeveloper.com/2022/01/how-to-calculate-the-internal-rate-of-return-IRR-and-the-net-present-value-NPV-of-a-stock-portfolio-with-google-sheets.html

      https://www.allstacksdeveloper.com/2022/01/how-to-use-XIRR-XNPV-functions-to-calculate-irr-npv-of-a-stock-portfolio.html

      Delete

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