Created a Trade Tracking Workbook– Looking for Feedback!

Investor Toolkits
1

In my brief trading stint, I’ve realized how important it is to track trades properly. So, I’ve created this workbook to track past and current trades, including P&L, capital allocation, and performance analysis. I’ve also added instructions to link it with the tradebook from Zerodha.

Feel free to check it out and share your feedback! Please connect with me via comments for any feedback, a walkthrough, or if you have a better alternative for tracking trades with historical data. Make a copy of this sheet on Gsheets itself instead of downloading it in excel, if you want to try it.

Currently I have dummy trades in this which you can remove manually from input sheets. Portfolio tracker - Google Sheets

3 Likes
2

Sir,
How to add stocks in this Google sheets , manually not possible to add stocks in this Google sheets,please explain briefly on how to track or how to execute the buying and selling stocks in this excel sheet .Thank you sir..

3

Hi thanks for taking a look. Actually you can manually add stocks in the “Input Sheet” which will be pulled automatically in the Output sheet. If you find it useful, I can also connect online with you for a walkthrough.

1 Like
4

Thank you sir for responding my Query,in my phone through input not possible to edit the stocks,Thank you sir..