Hi, love this options tracker you made. wondering if I can get it for charles schwab brokerage (Thinkorswim) so it can be done automatically. please let me know if you could help with this project

HI, I have filled up and changed all accounts and categories then enter 10 form but the transactions are not reflecting in the tracker Can you help please?

now google stop update Crypto price

Be warned everyone, this would be great if when you trade in multiple currencies it works as you would expect but it does not. For Example my main currency is GBP, and when buying US Stocks for example it all goes to pot, as individual assets do not update correctly. Now if you are starting a portfolio from scratch you can get around this when updating your deposits just convert for example your GBP to The current conversion in USD for example, but when you have an existing portfolio and try to add in transaction histories you have no hope. Good work on what you have created but you should be more transparent with people because the individual assets does not update correctly and the currency thing you show that can be changed does not work and properly and is pointless being there. Just wasted 15 dollar plus taxes for something that does not working as it is being made out with you showing you can change your main currency that does not work, wouldn't mind would carry on with my patreon subscription as a thanks if it actually worked but as it doesn't you then feel you have just blown the 15 dollars plus taxes on something unusable. That being said if you are depositing in a certain currency and only buying stocks/ ETFs/ Crypto or anything else in that same currency it will work great, however, when you are buying stocks for example on different exchanges that use different currencies then it does not as I buy just Stocks or ETFs in GBP on Trading 212, and this portfolio tracker is not fit for purpose, it is a shame but be warned all as it is not been made transparent enough.

Thanks for the great work, bro! Everything's working smoothly for me, except for one issue. I'm seeing accurate current prices for some cryptocurrencies like BTC and ETH, but others like SOL, ALGO, and DOGE are showing a "#REF!" error instead. Despite trying various formula modifications, I haven't been able to resolve the issue. The problem is that I can't get it to work for both crypto and stocks simultaneously. It either works perfectly for stocks or crypto, but not both at the same time. Can you please help me out?

Can we add custom holdings without a known ticker symbol to this portfolio , so we can track their returns too, by manually updating their prices and transactions ? Need this for my work retirement choices which dont have stock market tickers

are you able to add a debt category to the budget tracker once we get it?

Hi, How do you buy this spreadsheet ? do you have to be a monthly member to use this spreadsheet or can we just buy it for our use ?

Hey Planet Finance; I'd like to make a one-time purchase of a couple of sheets. Not interested in a yearly membership. Is this possible? please help

Please share practice file

Hello i have bought the sheet and i want to import my current portfolio holdings without entering every transaction in the past and continue with entering every transaction from this point on. how would i enter my intial holdings at the current price the best way.

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

Does the Portfolio vs Index performance graph take into account the dividends we receive? I'm new to the channel, so can you tell me the differences between depositing and withdrawing cash and so on to be sure? Is this tracker up to date? Excellent content, thank you very much for sharing, keep up the excellent work :))

Great Job!!! How a "split" of a stock will be captured with this tracker? Thanks!

Get access to free trading bots directly from our KZbin channel!

Hello everyone! Unfortunately we're experiencing some issues extracting information from YahooFinance at the moment. For now, only the manual tracking works for this particular tracker. Will keep you updated once a proper solution is achieved. Cheers, PF.

I encounter an error when copy pasting the long quantity formula in Portfolio sheet. I got "Sold All" everywhere even I own some stock. Do you know from where the issue might come ? Thanks

Thanks for this video, what a great work. I have followed all the processes and created one. I found out on the currency section, when I tried to other currency apart from USD or Pound or EURO, the conversion still showing $ symbol and also the for crypto currency, some of the coins price were unable to be retrieved from the formula. it always said the url not found.

Hi, I've been using this sheet for a few months now, it is very nice. Thank you so much! I have one question: Do you have a good way or recommendation to track the dividends the ETFs pay in any way? Then I can have a better view on the actual returns my ETF investments produce.

@Planet Finance I am interested in your spreadsheet. I would like a bit of customization of your spreadsheet to use it for myself. I am wondering if you would be interested in collaborating? Thank you very much. (We can discuss more privately) :)

@Planet Finance I am interested in your spreadsheet. I would like a bit of customization of your spreadsheet to use it for myself. I am wondering if you would be interested in collaborating? Thank you very much. (We can discuss more privately) :)

Hi, great video! Do you have a version of the Portfolio Tracker that includes splits management in the 'Transactions' tab? Thanks in advance!

Hi i having issues with the cost column . AFter creating 6 ticker, then 7 ticket dont register the cost of the ticker. there is also no formula in the cell. How can i repair this cell?

im stuck at Portfolio TICKER AD3 at time 17:38... #REF! Array result was not expanded because it would overwrite data in AD4.

But if the fund is actively managed you'd have to update the spreadsheet with all of their holdings regularly?

My main portfolio is based in Brazil and I’ve started investing abroad specifically in USA, my main concern is if I would be able to still tracking my portfolio once there is hedge-Founds and many types of Brazilian bonds in that… would it be possible?? Besides that amazing job you’ve done

I’m specifically looking for a Google sheet that shows my investments in a chart by sector. What i am finding tricky is finding one that supports ETFs, so one ETF has percentages in a number of sectors. Does this support ETFs? TIA

Shouldn't you remove the Refresh Option Prices checkbox from the Dashboard (Manual) tab? By the way, in the current 2024 Sheets version you can remove the y-axis from the Win/Loss stacked bar chart by clicking on the 3 vertical dots in the Setup/Y-axis box and selecting "Remove".

like im a newbie on this how i add S&P 500 from German _ it's hard for me to get the asset ticker :s

Please, I don't understand the formula of starting balance

Great work ! I love your Portfofio tracker. Is it possible that you give the formula like others generation?

What about I want to filter ALL ETFs based on holdings ticker ??

The formulas it's doesn't work :(

Hi, do you have any tracker for forex traders?

Hello, Do you have this spreadsheet in MS Excel 365? Question: in the Google(Sheets) spreadsheet, is any of the information imported, e.g., Current Stock prices, Gain/Loss for Stocks, etc? Or is the dashboard entirely populated from the data entry tabs, where the user manually enters transactions?

hi please give google sheets

Hey! Excellent work! I Just want to know... i live in Peru and we have the PEN currency. But sometimes we get charged in dollars... how do you manage this on the tracker? Also, when you use your credit card to pay everything, and then you use your savings/checkings acount to pay the credit card debt, how do you register that to not have inconsistencies in the accounts values.?

Do you have budget tracker that doesn't use any google forms?

Best! I was searching for this from long time. ❤😊

I just build this as an extension to the original stock portfolio tracker. However lets say I sell full out of an stock, then the “total P/L” drops with the profit I made from that stock. If it should be right it should still keep the profit made from it before sold added to the total P/L. Do you have any solutions for this?

Hello, and good day. Do you have this spreadsheet in Microsoft Excel? I wanted to know before I enter your Patreon.

Thanks for your affords, I really like the UI you design. But I've found that the tracker cannot track some japan stocks(e.g. TYO:1306), I search for that and found it maybe the problem of Google Finance formula. Is there any alternative way to track the stock with other countries together? thanks.

How to use Google finance function of Asian stocks in google sheets?

Thats really amazing, is there an option to use only for Crypto and for example to add option when we exhcnage one crypto for another?

Do you have a dollar cost averaging tracker for crypto’s? Thanks

Would love to see a version of this that incorporates credit card transactions. Pairing this with the ability to upload csv's with a zapier would be amazing.

Is there flexibility to put in Defi positions like liquidity providing in Uniswap?

I was wondering if you have a portfolio tracker using the ajusted cost based method. As I'm in Canada, this porfolio tracker will be perfect, but with ACB method !

Thank you for this very helpful tracker! Silly question: why does your script request so many permissions ("see, edit, create and delete all your spreadsheets") for a purpose that seems quite clear? Why not go through Google's verification process? Just trying to better understand the context, thanks!