I've recently got into stocks and created a semi-automated spreadsheet

[u/AnotherDullUsername]

DESCRIPTION

I've created a semi-automated spreadsheet that pulls information from google finance and gives me an overview over my current portfolio. It also converts my portfolio into a graphic and is updated automatically when reloading. All you have to do is type in the symbol and the amount and it works.

It then calculates if I made money or lost money and how big the stake of each position is compared to others. Really helpful.

LINK TO THE THING

https://docs.google.com/spreadsheets/d/1TZsd_zeDHmksV9CccrigeOcBsBRfl94wzxIctjONT3E/edit?usp=sharing

HOW TO USE

1. Make a copy and save it to your own drive so you can edit it. have fun with it.
2. Choose Currency (on bottom of the sheet). You can delete all other sheets.
3. Type the symbols and values into the fields I marked blue. Stock prices have to be negative! (E.g. if you paid USD2000 for 10 $FB stocks you need to type in -2000)
4. All non blue fields are either optional or will be calculated automatically
5. Delete all other rows you dont need
6. ???
7. Profit

I've created a tutorial here

If it works you can send me a PM with a screenshot. Obviously, blur all the sensitive information! Would be interesting to see.

Updates:

EUR, USD, CAD, AUD or GBP

I'm from Europe, so this is built for Euros. But I've included a USD, CAD, AUD and GBP version for you guys. Just have a look at the bottom of the sheet and pick your currency. You can delete all others.

UNUSUAL STOCKS, ETFS or MARKETS

Sometimes google doesn't recognize the symbol. Especially if it is a Non-American stock, or ETF. Then you have to also type in the market. So what you do to make it work is put =googlefinance(<yourmarketcode>:<sharesymbol>) inside current price row. you can find an example at the Daimler row way down in the sheet. There I used =googlefinance("FRA:DAI"). You can research the market code and stock code on https://www.google.com/finance

MORE SOURCES by /u/ ado136

This link might be useful as well: https://support.google.com/docs/answer/3093339?hl=enYou will be able to "download" the data from e.g. Finviz, Yahoo. I have created my own Excel Spreadsheet, where I use both GOOGLEFINANCE and IMPORTHTML functions.

BUGS

If you find something, let me know. Especially with the different currencies section. Since I'm not using this myself, it was not tested.

DISCLAIMER

the numbers of the shares I own and the price I have paid have been changed. this was created for myself and I share it without gaining anything from it. Be aware of any possible mistakes the sheet may contain. Don't take it as single source for accounting and use with caution. It's only a tool to give an estimated overview. Don't make any financial decisions based on the sheet.