Unify all you Stock Market Investments in One place
Hello everyone. I just wanted to share a small project I have been working on recently. Tracking investments in multiple Demat accounts can be a hassle. So, I made this Google Sheet Portfolio Tracker, which helps in consolidating all your investments into a single dashboard. It’s been super helpful for me, and I thought others might also find it useful and so, i am sharing it with you.
Features:
- Track Stocks, Mutual Funds and ETFs - All in one sheet.
- Add or Edit Transactions effortlessly with dedicated Forms.
- Handles corporate actions like Split, Demerge, Bonus, Dividend
- Automated XIRR Calculation.
- Compare your portfolio’s performance against diverse Benchmarks.
- Records daily Portfolio Value and Individual Assets Value.
- FIFO based Cost Calculation.
- Instant LTCG & STCG.
- Tax Estimation
- What If - Price Simulation
- Advanced Portfolio Insights for better analysis.
- Easy Data Import without manual Formula adjustments.
For the sheet link, please visit my Website, link available in my Profile.
Thank You.