Build a Stock Tracker in Google Sheets: The Ultimate Guide

[@RyanOConnellCFA]

💾 Purchase the file created in this video here: ryanoconnellfinance.com/product/google-sheets-stock-dashboard/ 👨‍💼 My Freelance Financial Modeling Services: ► Custom financial modeling solutions tailored for your needs: ryanoconnellfinance.com/freelance-finance-services/

[@franciswhite419]

the link does not work.

[@RyanOConnellCFA]

The link will work now! I appreciate you letting me know Francis

[@ScottiePOGG]

Wow, I bought the spreadsheet and the link does not work. Very disappointing@@RyanOConnellCFA

[@RyanFairclough]

Dude this video is so awesome. I started out looking for a sheet to just track my investments over larges gaps of time and found out they can be tracked to the minute, and its super easy to set up. Mind blown.

[@RyanOConnellCFA]

Thank you so much for your feedback Ryan! Glad I could be of service

[@luisparra8530]

Great layout, easy to follow. I would love a similar Googlel-sheets layout for "Dividend ETF" purchases, to track Dividen Yield, Expense Ratio, and other variable pulled from "Google Financials" just like the "Current Price" gets pulled on this worksheet. Thank you, Ryan, very informative.

[@RyanOConnellCFA]

Great suggestion! I can look into that in the future. Thank you!

[@jayrajkhunti1814]

Thank you so much it was very informative and useful.

[@RyanOConnellCFA]

Glad it was helpful!

[@urifigueroa8405]

Thanks Ryan I got it fix my bag. works great.

[@RyanOConnellCFA]

Awesome, glad to hear Uri!

[@caerleon9176]

Thanks for this! helps learning to use Google Sheets

[@RyanOConnellCFA]

Glad you got some value out of it!

[@WILDCARD101]

Awesome video, just getting into stocks, and this is a great way for me to keep track!

[@RyanOConnellCFA]

Great to hear! I hope it helps you!

[@brianmcgee8855]

Thanks Ryan! works like a charm!

[@RyanOConnellCFA]

Awesome, my pleasure!

[@davidherald9895]

This was great - very useful content. Thanks for putting this out there!

[@RyanOConnellCFA]

Glad you enjoyed it! It's my pleasure David

[@MrRafaelMatiazoguita]

Great job man 🔥✨

[@RyanOConnellCFA]

Thank you Rafael!

[@elroroces]

Great video! Super well explained. Thanks!

[@RyanOConnellCFA]

Glad you enjoyed it!

[@lukebecker7195]

Thank you so much for this video, Ryan! It helped a ton!!

[@nadeemlalani1812]

Is there an option to receive instantaneous tick by tick updates on stock prices for trading portfolios?

[@TylerKropf]

Thanks for the great instructional video Ryan. Would like to add a row or two to compare my returns with YTD S&P 500 and then as an annual comparison. Is there a way to do that on Google Sheets?

[@dava12333]

Excelente video. Muy bueno. Claro y conciso.

[@compoundingoak]

Hi! Thanks for the Video! But if I buy more shares of one stock? For Example, I invest weekly in my portfolio. Is there a way to track my portfolio this way?

[@zHurdx]

Fantastic video!

[@RyanOConnellCFA]

Thank you Max!

[@spalace7919]

Thank you, Ryan. Really appreciated. Does anyone know how to calculate 1 day return for Crypto like BTC, ETH?

[@andrewereynolds5840]

Great info video.👍👍👍

[@mbilly3013]

it would be nice if the transaction sheet for multiple buys and sells of same stocks was also included, just like what you did for the excel equivalent

[@RyanOConnellCFA]

I just added your video idea to my list! For anyone curious, he is referring to this video which includes transactions and dividends in excel: kzbin.info/www/bejne/bH7Pq4CQYqdll9E

[@GL-Action]

Thank you, Ryan. Really appreciated. 🙏

[@RyanOConnellCFA]

It is my pleasure!

[@walttrinkala7728]

Awesome Video! Keep up the Great WorK

[@RyanOConnellCFA]

Thank you, I appreciate it and will do!

[@abrekhov]

Great video! Thanks! Do you have any recommendation how to track each purchase of same stock in some timeline? Cause each purchase can have different price. Is it better to track this on different sheet?

[@RyanOConnellCFA]

My pleasure! You can follow the methodology that I used in this video to accomplish that: kzbin.info/www/bejne/bH7Pq4CQYqdll9E

[@pghomies]

Hi there I'm thinking about buying your template. Does it work with EM stocks, particularly Thailand?

[@RyanOConnellCFA]

Hello, thank you for considering purchasing the file! I believe that should work for you if you set the exchange to Stock Exchange of Thailand. You can always test that out in a basic excel sheet before purchasing the file using the =STOCKHISTORY() function

[@jkstudioart]

how you do it, to put the price for stock, when you buy same stock couple times for different prices ? do you mean to use average price ?

[@RyanOConnellCFA]

Use a weighted average for the share prices in this situation. For example, if I bought 10 shares for $10, and 5 shares for $30, I would put $20 (= (($30*5)+($10*10))/(10 + 5))

[@jkstudioart]

@@RyanOConnellCFA thanks for advice and good video. Ive made my portfolio sheet today too finaly

[@albertTarry]

Thanks for the video! Does this work the same if we input a mutual fund vs stock perhaps in a new page?

[@RyanOConnellCFA]

My pleasure! Unfortunately, I do not believe the Google Finance API supports mutual funds

[@jasonchan275]

May I ask how I could include Buy and Sell multiple stocks in a transactions sheet in which I connect to this main Stock Dashboard? It would be grateful if you could make another video including “Buying&Selling” transaction sheet and Stock Portfolio Dashboards. Thanks!!!!

[@RyanOConnellCFA]

Hey Jason, I have a video of how to add a buy and sell transaction sheet into an Excel stock tracker here: kzbin.info/www/bejne/bH7Pq4CQYqdll9E I can look into replicating this in Google Sheets in the future

[@matthewh7767]

Should the wrapped section easily delete or did I do something wrong ?

[@RyanOConnellCFA]

Hey Matthew, could you point me to the timestamp you are referring to?

[@petrs3798]

Hi Ryan, Do you know how to get EV google sheet formula from yahoo finance statics table ?

[@RyanOConnellCFA]

Hi there! Yes, you can retrieve the Enterprise Value (EV) from Yahoo Finance by using the IMPORTXML function in Google Sheets, targeting the specific element on the Yahoo Finance statistics page where the EV is displayed. Just a warning, web scraping can get weird and messed up if Yahoo Finance makes changes to the page in the future

[@pmanager-of1fk]

I have a question . umm, can I also use this same sheet for Mutual Funds instead?

[@streetsg]

Hi, does the stock tracker update prices by itself?

[@RyanOConnellCFA]

Yes it will as long as you are connected to the internet!

[@AlfordLau]

Thank you.😊

[@RyanOConnellCFA]

My pleasure Alford!

[@mattshaffer4765]

How does this stock portfolio tracker account for individual stock transactions and realized gains over time compared to indices like qqq or spy? Say I've bought several shares of meta and trimmed the position to lock in a gain? Say the same thing for Ally that I've had for several years where I've bought and sold and then re-bought a portion of my position over that time frame and overall marketk returns annualized vs. the SNP?

[@futsuu]

How do you factor in different cost basis buys for the same ticker ticker symbol?

[@kushankuru6840]

hello Ryan, I paid for the sheet for the tracking sheet, can you please send me the file. i am new to google sheets and i may have lost it. thx much

[@RyanOConnellCFA]

I have just sent it your way. It is possible that it ended up in your spam folder

[@Grace-wq7fz]

What do you do if it says n/a for market cap, I put the ticker symbol but I don't think it is recognised

[@wassaapRA]

How do we make this work for a different currency - I have stocks in both USD and CAD?

[@arielsigler948]

How can I get the "Current price" for ZPRX and ZPRV small value cap etf ?

[@RyanOConnellCFA]

Hello, are you not able to pull those prices using the =GOOGLEFINANCE formula?

[@arielsigler948]

I don't know how to find how Google finance call these ETF. In website they are called ZPRX and ZPRV but it dosn't work with Google finance@@RyanOConnellCFA

[@VasimSubhaniya]

Superb, Dear can you help me out to have the Value of indian stock in Rupees.

[@Chuksenyi]

Can I create a tracker for example Nigerian stocks? I can see all the companies are US companies.

[@RyanOConnellCFA]

To my knowledge, Google Sheets does not natively support Nigerian stocks unfortunately

[@Chuksenyi]

@@RyanOConnellCFA thanks I figured also.

[@RyanOConnellCFA]

@@Chuksenyi Wish I could have been of more help!

[@urifigueroa8405]

IS your download still working? i Payed but could not get it in my spread sheets..

[@RyanOConnellCFA]

Hey, I just got back to you via email with instructions! If you have any problems, please respond to my email. Thanks for buying the file!

[@Archiebold381]

Hi there, Could you send me the file pls. I have paid but am unable to find the file or the link doesn’t work? Thank you.

[@RyanOConnellCFA]

Hello, thank you for purchasing the file! Please email me at [e-mail] with your order number and I will send you the file

[@EdwardGil-gd5pf]

how to replace the figures in column "E"? thanks

[@l3eams-_]

How would I add a DRIP column?

[@RyanOConnellCFA]

What does DRIP stand for?

[@l3eams-_]

@@RyanOConnellCFA dividend reinvestment program

[@EDDIEGARAGE]

ther is a fault in column "E" can not edited

[@eraykai]

Hi. Could you please explain how to track a trailing stock loss?

[@RyanOConnellCFA]

Hello Edidson, do you mean a trailing stop loss?

[@eraykai]

Hello Ryan, thanks for asking. yes that’s what I mean.

[@RyanOConnellCFA]

Unfortunately, this dashboard isnt complex enough to add a trailing stop loss. I will likely revisit this concept in the future and make a more sophisticated dashboard however

[@Grace-wq7fz]

What do you do if it says n/a for market cap, I put the ticker symbol but I don't think it is recognised

[@HjbProductions]

Is there a way to add Cash Flow through Google Finance?

[@tenmaruhakuchou]

Hey Guys is there a way for the google finance function to show me the currency of the stock?

[@RyanOConnellCFA]

Certainly! The Google Finance function in Google Sheets can provide the currency of a stock using the attribute "CURRENCY". For example, to get the currency for Apple Inc., you would use =GOOGLEFINANCE("NASDAQ:AAPL", "CURRENCY"). This will return the currency in which the stock is traded.