Track your Stock and Crypto performance with Google Spreadsheets

Masumi Mutsuda
Coinmonks

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If you own stock, crypto or you invest in index funds I’m sure you want to keep track of your portfolio performance. There might be some apps out there that can do the job for you, but sometimes they don’t have all the features you need.

Google Spreadsheets are a powerful tool for the task because they are versatile, easy to use and can be superpowered with Google Apps Script.

Populating the sheet with your portfolio

The first step is to structure the information of what you own into rows and columns. I like to separate all investments in a sheet per category.

Create one sheet for each category

Stock sheet

In this sheet we will create 4 columns.

Company: The name of the company you own stock from.

Code: The code the company is represented within the stock market.

Titles: Number of titles you own from that company.

Value: This field will be automatically calculated from the current value of the company and the number of titles you own.

=C9*GOOGLEFINANCE(B9)*GOOGLEFINANCE(“CURRENCY:USDEUR”)

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