Practical dynamic stocks portfolio template (Google Sheets)

What is this?

This is a practical portfolio to keep track of your stocks. It has everything you need in order to know how your portfolio is performing with just a quick look. No unnecessary information was added for the sake of simplicity and readability. Cool features:

✅ Uses Google Finance formulas in order to have all the stock market prices in real-time. That's why it only works with Google sheets and not Excel.

✅ Graph to quickly see how balanced your portfolio is in terms of stocks composition.

✅ Graph to view how much you have gained with each stock relative to how much you invested.

✅ Key metrics to see at the glimpse of an eye how much you have made.

✅ Add notes to remember specific stuff about each of the stocks.

How to use this template (extremely easy):

You just need to put in the tickers of the stocks you own, the name of the companies they represent, the price of the shares when you bought them and how many you bought. Feel free to add as many rows to the table as you wish. You're ready to start keeping track of your stocks!🎉