![Planet Finance](/img/default-banner.jpg)
- Видео 26
- Просмотров 213 432
Planet Finance
Австралия
Добавлен 3 май 2021
Welcome to Planet Finance, a channel where we explore the world of finance and build personal finance tracking tools.
Our passionate curiosity for finance has led us to explore different aspects of the field, from theory to building visual trackers.
Many people lack the knowledge they need to make educated financial decisions. We hope this channel will wake up the hunger for knowledge in you.
Planet Finance: the starting point of finance exploration. These are the voyages we’ll be taking. Our continuing mission: to explore strange new concepts. To seek out new ideas and innovate tracking tools. To boldly go where no one has explored before!
The videos on this channel are for education and entertainment purposes only and are not financial advice. The Planet Finance Team does not provide recommendations in the content. Those looking for investment advice should seek out a licensed professional.
Our passionate curiosity for finance has led us to explore different aspects of the field, from theory to building visual trackers.
Many people lack the knowledge they need to make educated financial decisions. We hope this channel will wake up the hunger for knowledge in you.
Planet Finance: the starting point of finance exploration. These are the voyages we’ll be taking. Our continuing mission: to explore strange new concepts. To seek out new ideas and innovate tracking tools. To boldly go where no one has explored before!
The videos on this channel are for education and entertainment purposes only and are not financial advice. The Planet Finance Team does not provide recommendations in the content. Those looking for investment advice should seek out a licensed professional.
The Ultimate Portfolio Tracker | Crypto, Stocks, & ETFs All In One Place!
Track your Investments Automatically with Google Sheets! Access this tracker through the link below: www.patreon.com/planetfinance
This is a demonstration and tutorial video of the Planet Finance Portfolio Tracker 3G. With this tracker you will be able to produce versatile visuals and investment performance statistics automatically with minimum manual input. It includes features to capture cross-platform movements, dividends, crypto and cash interest, cash balances, SPLIT operations, portfolio rebalancing, historical portfolio performance, currency conversions and more!
This is the best way to analyse your breakdown per platform and holding locations. Additionally you’ll be able to see divi...
This is a demonstration and tutorial video of the Planet Finance Portfolio Tracker 3G. With this tracker you will be able to produce versatile visuals and investment performance statistics automatically with minimum manual input. It includes features to capture cross-platform movements, dividends, crypto and cash interest, cash balances, SPLIT operations, portfolio rebalancing, historical portfolio performance, currency conversions and more!
This is the best way to analyse your breakdown per platform and holding locations. Additionally you’ll be able to see divi...
Просмотров: 10 214
Видео
Budget Tracker | Manage Multiple Accounts and Currencies
Просмотров 12 тыс.Год назад
Automatic Budget Tracker on Google Sheets & Google Forms! Manage multiple accounts in different currencies and sort your insights with this user-friendly tool. Access this tracker through the link below: www.patreon.com/planetfinance Learn how to automatically track your monthly and annual budgets with the power of Google Forms and Google Sheets. This tracker is perfect to analyse and understan...
Fetch Option Prices in Google Sheets for Free!
Просмотров 7 тыс.2 года назад
Fetch Option Contract Prices in Google Sheets for Free! Access this tracker through the link below: www.patreon.com/planetfinance This is a demonstration and tutorial video of the Planet Finance Options Tracker. It works around a free and simple script that pulls option contract prices from Yahoo Finance. This automatic feature is combined with a user-friendly tracker that records option trades...
Portfolio Performance Over Time | Track The Movement Of Your Investments!
Просмотров 4,2 тыс.2 года назад
Track the movement of your investments over time with automatic charts in Google Sheets! Access this tracker through the link below: www.patreon.com/planetfinance This is a demonstration and tutorial video of the Planet Finance Portfolio Performance Tracker. Using the ‘Transactions’ from the Portfolio Tracker 2G, we break down the historical performance of assets purchased and create dynamic ch...
Build Your Own Portfolio Tracker | Crypto, Stocks, & ETFs All In One Place!
Просмотров 75 тыс.2 года назад
Track your Investments Automatically with Google Sheets! Access this tracker through the link below: www.patreon.com/planetfinance Make sure to check out the new improved 3rd Gen Portfolio Tracker here: ruclips.net/video/Zsjkjw-gxy4/видео.html This is a demonstration and tutorial video of the Planet Finance Portfolio Tracker 2G. With this tracker you will be able to enter transactions to produc...
Day Trading Tracker | Monitor Risk & Performance Automatically
Просмотров 3,4 тыс.2 года назад
Track your Trades Automatically with Google Sheets! Access this tracker through the link below: www.patreon.com/planetfinance This is a demonstration and tutorial video of the Planet Finance Day Trading Tracker. With this tracker you will be able to automatically track your trades to analyse risk and performance. It captures Order and Stop signals as well as Risk to calculate max profit and los...
Learn How To Track Your Groceries
Просмотров 2 тыс.2 года назад
Track your Groceries Automatically on Google Sheets! Access this tracker through the link below: www.patreon.com/planetfinance This is a demonstration and tutorial video of the Planet Finance Groceries Tracker. With this tracker you will be able to automatically track your grocery purchases and analyse them with dynamic charts and tables. Data is collected from the 'Transactions' tab to produce...
How to Retrieve ETF Holdings Automatically
Просмотров 6 тыс.2 года назад
Retrieve ETF Holdings Automatically on Google Sheets! Track and analyse your ETF holdings to understand the allocation and distribution of your money for FREE! Access the free version of this tracker through this link: docs.google.com/spreadsheets/d/19VJHwYdUtNu7WVKCDwY4XASmJH3MlLHjvpNB0oAhO6I/edit?usp=sharing This is a demonstration and tutorial video of the Planet Finance ETF Portfolio Tracke...
Watchlist Tracker | Buy-Hold-Sell Signals for Crypto, Stocks & ETFs
Просмотров 2 тыс.2 года назад
Automatic Watchlist Tracker on Google Sheets! Track watchlist of crypto, stocks and ETFs with real-time insights, buy-hold-sell signals, and index comparison. Access this tracker through the below link: www.patreon.com/planetfinance This is a demonstration and tutorial video of the Planet Finance Watchlist Tracker. With this tracker you will be able to automatically track your watchlist portfol...
Crypto Tracker | Live Prices, Cross-Platform Transfers, & Crypto Interest
Просмотров 1,6 тыс.2 года назад
Automatic Crypto Tracker on Google Sheets! Track your crypto across multiple trading platforms with real-time prices and a portfolio currency converter. Access this tracker through the below link: www.patreon.com/planetfinance This is a demonstration and tutorial video of the Planet Finance Crypto Tracker. With this tracker you will be able to automatically track your cryptocurrency portfolio. ...
Debt Payoff Tracker | Amortization Schedule + Payoff Strategies
Просмотров 1,4 тыс.2 года назад
Automatic Debt Tracker on Google Sheets for FREE! Track your loans with an amortization schedule and see your live loan status. Enter additional payments and analyse multiple payoff strategies to optimise your debt management! Access the free version of this tracker through the link below: docs.google.com/spreadsheets/d/1owEPSXxZfJNsK4K-T20PSkyQ-fFgCnsZS-xZ4OSCvUs/edit?usp=sharing This is a dem...
Budget Tracker | Manage your money automatically
Просмотров 34 тыс.2 года назад
Automatic Budget Tracker on Google Sheets & Google Forms! Demo & Tutorial. Manage your money and get insights on your spending and earning behaviours. Access this tracker through the link below: www.patreon.com/planetfinance Make sure to check out the new improved 3rd Gen Budget Tracker here: ruclips.net/video/GKcR9bjEg-M/видео.html Learn how to automatically track your monthly and annual budge...
Dividend Tracker | Track Your Passive Income!
Просмотров 3,5 тыс.2 года назад
Dividend Tracker on Google Sheets! Analyse your dividend income with automatic dashboards. Access this tracker through the link below: www.patreon.com/planetfinance This video demonstrates the capabilities of the Dividend Tracker. We go through a demo on how to use it and a tutorial on how to create the tracker in Google Sheets. 📈 Patreon link to support my work and access ready-to-use trackers...
The Optimal Investment Strategy | Using PV, FV and PMT Formulas!
Просмотров 1,8 тыс.2 года назад
Investment Planning Tool on Google Sheets! Optimise your investing strategy to find out what’s the best method to reach your financial goals. Access this tracker through the link below: www.patreon.com/planetfinance This video briefly demonstrates the capabilities of the Investment Planning Tool. We go through a demo on how to optimise your portfolio and a tutorial on how to create the tool in ...
Investment Portfolio Tracker | Track Your Crypto, Stocks, and ETFs!
Просмотров 22 тыс.3 года назад
Investment Portfolio Tracker on Google Sheets! Automatically track your Crypto, Stocks, and ETFs! Access this tracker through the below link: www.patreon.com/planetfinance Make sure to check out the new improved 3rd Gen Portfolio Tracker here: ruclips.net/video/Zsjkjw-gxy4/видео.html This video briefly demonstrates the capabilities of the Investment Portfolio Tracker. We go through an example o...
ETF Portfolio Tracker | Find Where Your Money Is Being Allocated
Просмотров 7 тыс.3 года назад
ETF Portfolio Tracker | Find Where Your Money Is Being Allocated
Dollar Cost Averaging Tracker in Google Sheets
Просмотров 6 тыс.3 года назад
Dollar Cost Averaging Tracker in Google Sheets
When To Invest? Dollar Cost Averaging Explained
Просмотров 4343 года назад
When To Invest? Dollar Cost Averaging Explained
GOOGLE FINANCE Function | Retrieving Stock Data
Просмотров 4 тыс.3 года назад
GOOGLE FINANCE Function | Retrieving Stock Data
How To Build Your Own Automatic Budget Tracker - Part 2
Просмотров 2,1 тыс.3 года назад
How To Build Your Own Automatic Budget Tracker - Part 2
How To Build Your Own Automatic Budget Tracker
Просмотров 7 тыс.3 года назад
How To Build Your Own Automatic Budget Tracker
Thanks for this video, what a great work. I have followed all the processes and created one. I found out on the currency section, when I tried to other currency apart from USD or Pound or EURO, the conversion still showing $ symbol and also the for crypto currency, some of the coins price were unable to be retrieved from the formula. it always said the url not found.
Hi, I've been using this sheet for a few months now, it is very nice. Thank you so much! I have one question: Do you have a good way or recommendation to track the dividends the ETFs pay in any way? Then I can have a better view on the actual returns my ETF investments produce.
@Planet Finance I am interested in your spreadsheet. I would like a bit of customization of your spreadsheet to use it for myself. I am wondering if you would be interested in collaborating? Thank you very much. (We can discuss more privately) :)
@Planet Finance I am interested in your spreadsheet. I would like a bit of customization of your spreadsheet to use it for myself. I am wondering if you would be interested in collaborating? Thank you very much. (We can discuss more privately) :)
Hi, great video! Do you have a version of the Portfolio Tracker that includes splits management in the 'Transactions' tab? Thanks in advance!
Hi i having issues with the cost column . AFter creating 6 ticker, then 7 ticket dont register the cost of the ticker. there is also no formula in the cell. How can i repair this cell?
im stuck at Portfolio TICKER AD3 at time 17:38... #REF! Array result was not expanded because it would overwrite data in AD4.
But if the fund is actively managed you'd have to update the spreadsheet with all of their holdings regularly?
My main portfolio is based in Brazil and I’ve started investing abroad specifically in USA, my main concern is if I would be able to still tracking my portfolio once there is hedge-Founds and many types of Brazilian bonds in that… would it be possible?? Besides that amazing job you’ve done
I’m specifically looking for a Google sheet that shows my investments in a chart by sector. What i am finding tricky is finding one that supports ETFs, so one ETF has percentages in a number of sectors. Does this support ETFs? TIA
Shouldn't you remove the Refresh Option Prices checkbox from the Dashboard (Manual) tab? By the way, in the current 2024 Sheets version you can remove the y-axis from the Win/Loss stacked bar chart by clicking on the 3 vertical dots in the Setup/Y-axis box and selecting "Remove".
like im a newbie on this how i add S&P 500 from German _ it's hard for me to get the asset ticker :s
Please, I don't understand the formula of starting balance
Great work ! I love your Portfofio tracker. Is it possible that you give the formula like others generation?
What about I want to filter ALL ETFs based on holdings ticker ??
The formulas it's doesn't work :(
Hi, do you have any tracker for forex traders?
Hello, Do you have this spreadsheet in MS Excel 365? Question: in the Google(Sheets) spreadsheet, is any of the information imported, e.g., Current Stock prices, Gain/Loss for Stocks, etc? Or is the dashboard entirely populated from the data entry tabs, where the user manually enters transactions?
hi please give google sheets
Hey! Excellent work! I Just want to know... i live in Peru and we have the PEN currency. But sometimes we get charged in dollars... how do you manage this on the tracker? Also, when you use your credit card to pay everything, and then you use your savings/checkings acount to pay the credit card debt, how do you register that to not have inconsistencies in the accounts values.?
Do you have budget tracker that doesn't use any google forms?
Best! I was searching for this from long time. ❤😊
do you have a copy?
I just build this as an extension to the original stock portfolio tracker. However lets say I sell full out of an stock, then the “total P/L” drops with the profit I made from that stock. If it should be right it should still keep the profit made from it before sold added to the total P/L. Do you have any solutions for this?
Hello, and good day. Do you have this spreadsheet in Microsoft Excel? I wanted to know before I enter your Patreon.
Thanks for your affords, I really like the UI you design. But I've found that the tracker cannot track some japan stocks(e.g. TYO:1306), I search for that and found it maybe the problem of Google Finance formula. Is there any alternative way to track the stock with other countries together? thanks.
How to use Google finance function of Asian stocks in google sheets?
Thats really amazing, is there an option to use only for Crypto and for example to add option when we exhcnage one crypto for another?
Do you have a dollar cost averaging tracker for crypto’s? Thanks
Would love to see a version of this that incorporates credit card transactions. Pairing this with the ability to upload csv's with a zapier would be amazing.
Is there flexibility to put in Defi positions like liquidity providing in Uniswap?
I was wondering if you have a portfolio tracker using the ajusted cost based method. As I'm in Canada, this porfolio tracker will be perfect, but with ACB method !
Thank you for this very helpful tracker! Silly question: why does your script request so many permissions ("see, edit, create and delete all your spreadsheets") for a purpose that seems quite clear? Why not go through Google's verification process? Just trying to better understand the context, thanks!
Very impressive tracker ! I was wondering, how long does it takes for the crypto price to update in the google sheet ? Thank you
Can you create a video on how to make with INCOME, EXPENSE, and TRANSFER from Wallet to wallet?
Very good job!!! Thanks!
Thank you for this template. Some of the pricing don't work. I've followed directions but still. BSV(BitcoinSV), XDC, quant, Matic, Proton XPR, Silver Gold , ETC.... How can I make these fill in accurate pricing?
where can i get the sample transactions so i can copy and paste it too to check if im following it right
Great video❤
Amazing file, can i use same formula for office 356?
Do you have to use the google forms process for this to work or can you just start the process with google sheets only?
The formula no longer works :( Needs update
Agreed. No longer works for me either. Just say's REFRESH.
Need a future crypto Spreadsheet
Amazing! Thanks for sharing this mate!
Can your dividend tracker manage Australian stocks dividends? I know you can pull US dividends from some websites, but will it work with ASX Dividends also? Another thing... Can this track high interest bank deposits, or term deposits?
great work! I have just one issue, I am not able to track my DOGE investment. Tried to enter in different ways, like DOGUSD/DOGEUSD, but cannot make it work. Can you pls tell me how to add DOGE that it will show up in the "Transaction" sheet. Thank you
Thanks. is it possible for you to post a template copy? Also would these formulas work in Microsoft Excel?
i have a question? how did you populate the data in the enter info sheet? was it manually and i can't seem to get the month and year format down in my sheet