There is a super simple and easy way to track your stock portfolio with real-time price, cost basis, market value, value gain, even individual stock weight in the portfolio, net yield on cost and current net yield from dividend payouts, and of course total gain values using Google Spreadsheets and GOOGLEFINANCE function.
Currently, I hold 9 stocks in the Baltic equity market (Nasdaq Baltics), I add about one or two new stocks each month, I started simple creating a really simple spreadsheet and manually entering stock data, I like to keep an eye on my stock portfolio few times during the week. For actual stock prices, I'm looking on Nasdaq Baltics website. Though in my manual spreadsheet pretty much of the rest is automated, still entering actual stock price is time-consuming and can result in an error.
I decided to try GOOGLEFINANCE function and see can Google fetch data for the Baltic market. It can.
As an inspiration for this simple, yet handy spreadsheet I took the following template: Using Google Spreadsheets to Track Your Dividend Portfolio, and if you are up to a highly customized, multi-currency portfolio I suggest using that template instead of mine.
But if you are up for a really simple version, click here and get mine: Simple Stock Portfolio with Dividends by ReinisFischer.com
Simple Stock Portfolio with Dividends
Open and save as a copy this sheet and start entering your values. Here are few hints:
- Ticker: enter your stock ticker here
- Shares: how many shares you have
- Cost basis: enter a total value for each investment
- Under 2017 enter the total dividends you have received for each stock in 2017. In case you are reading this in 2018, 2019, or 2023 change 2017 to the current year.
Stock prices are received automatically each time opening spreadsheet:
Where B3 represents ticker name from column B
If you have any recommendations for this sheet, drop a comment below and I will try to implement them