Stock portfolio on Google sheets
I recently came across an awesome feature in Google sheets. It is very flexible and easy to arrange stock portfolio the way you wanted on Google sheets.
I am not a million dollar investor. I am still experimenting with small amount of money every month.
Here are the simple steps to create stock portfolio on Google sheets.
Step 1 — Create Spread sheet
Create a new Google sheet by clicking on new sheet and name it “Stock Portfolio”
Step 2 — Create columns
Create 5 columns named Ticker Symbol, Company Name, Current Price, Quantity, Equity
Step 3 — Enter the ticker symbol
Enter the stock symbol that you like in the stock symbol column. You can get the stock symbol from yahoo finance(https://finance.yahoo.com/). In my case I have entered MSFT. It is a ticker symbol for Microsoft.
Step 4 — Get the company name
This is where the fun stuff begins. Click on the company name and type below instructions.
Type =GOOGLEFINANCE( → select A2 column → Type ,“name”
your final formula should look like this
=GOOGLEFINANCE(A2,”name”)
Press enter and voila.. You should see the company name in the column.
Step 5 — Current price
Click on the Current price and type the below formula and press enter.
Type =GOOGLEFINANCE( → select A2 column → Type ,“price”
Formula should look like below
=GOOGLEFINANCE(A2,”price”)
Step 6 — Enter the quantity
Enter the quantity of the shares that you own for a particular company. Let’s say I own 10 shares of Microsoft, I have entered 10. This is helpful for calculating the equity.
Step 6 — Equity calculation
Select the equity column and type the below formula
Type = → select c2 → Type * → select d2 → press enter
Formula should look like below
=C2*D2
A lot of information can be retrieved from Google finance. Here is the documentation reference if you want to experiment more with it.
