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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. ❤😊

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

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