Use Google Sheets to track your Mutual Fund and Stock Portfolio
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- Опубликовано: 6 окт 2024
- 📈 Ready to take control of your investments? In this comprehensive 10-minute tutorial, we'll show you how to effectively track your stock market and mutual fund portfolios using the powerful combination of Google Sheets and Google Finance.
Our Sponsors: Clappia - Easiest No-Code Platform For Building Business Apps. Check them out here: www.clappia.com/
🔍 What You'll Learn:
📊 Set Up Your Google Sheets: Learn how to create a personalized and dynamic portfolio tracking sheet that automatically updates with real-time market data.
🔄 Linking Google Finance to Sheets: Discover the seamless integration between Google Sheets and Google Finance, allowing you to pull in live stock and mutual fund prices effortlessly.
📈 Real-Time Portfolio Updates: Keep your portfolio up-to-date with automatic price and performance updates, ensuring you always have the latest information at your fingertips.
📉 Track Your Investments: Explore various methods to monitor your portfolio's performance, including visualizing gains and losses, understanding asset allocation, and assessing overall investment health.
💡 Why Google Sheets and Google Finance?
Free and Accessible: Both platforms are free to use and easily accessible to everyone with a Google account.
Real-Time Data: Google Finance provides up-to-the-minute market data, ensuring your portfolio information is always accurate.
Customization: Google Sheets allows for extensive customization, enabling you to tailor your portfolio tracking experience to your specific needs.
👩🏫 Whether you're a seasoned investor or just starting, this tutorial is designed to empower you with the tools and knowledge needed to take charge of your financial journey. Watch the video now and embark on a more informed and strategic approach to managing your investments!
🎙️ About the Host:
Ravi Handa, host of Desi Fire Podcast, brings a wealth of knowledge on financial freedom and early retirement. Subscribe and join the community!
👍 Connect with Us:
Have questions or insights to share? Leave a comment below!
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My son recomended me this particular video and it is just awesome❤
It definately took me 2 hour to prepare the sheet first time as I have almost 70 equity and mf for me and my family but once done, its just amazing.
Smart way to track complete portfolio for multiple people.
Glad it helped!
This is such a great example of “Invent & Simplify”
Video is very helpful. I was searching for symbols of Mutual Fund Scheme wherefrom to get it. And my problem is solved. Thanks for clarity.
Ended up following some of your videos after your FIRE interview in Wint Wealth. Can't thank you enough for this simple great idea. As the saying goes, being simple is very difficult but you demonstrate this consistently. Brilliant!
Kindly consider posting English only podcasts. That would help me and many south Indians better.
Great way, only thing is with SIP the number of units will keep changing, and will have to update that part manually
Hi Ravi, I had 2 Q's: a) Google Finance doesnt list Aditya Birla Sun Life Liquid Fund - Direct Plan - Growth, how to fetch current rates in such cases? b) If one has a SIP, how to add every month the incremental units? Thanks!
Hi Sir,
a) It does. I just checked. Google it instead of going to google finance and searching it there.
B) Needs to be done manually.
pl prepare a video to add "52W high" and "52W low" for mutual funds using google sheets
Great Mr Ravi It was very informative video... Request you to make a video on Clapia how to make app.....
I do not know enough about that. Sorry.
Sir. We can also add the buying price in google finance and create a portfolio there. Then it would be easier to grab it to sheets. Hopefully Google Bard would make it easy.
Super easy method to keep track of investments in 1 sheet itself, along with tracking achievement towards personal goals
How about tracking SIP ?
Wow Ravi thanks bro this is Brilliant! 👍👍 pls ask admin to add *'Buy $ Pay'* feature for your channel.. Earlier i could only check Portfolio on my mobile app only but not on laptop / PC.
Ab sahi hai.. Can see my whole portfolio using Google Sheets anywhere - my laptop or my mobile devices. Plus the Auto NAV updation is a extremely must have feature provided by Google. 😎
Glad this could help
Thanks bro for valuable info.
Very helpful ❤
I was looking for something like this, thanks for posting
just curious if you know how to track SGB, I am not able to get the codes from Google Finance
I don’t think that option is there.
Nice video sir, I need to know some more. If I want to know how much my portfolio has grown from the date that I invested and how can I compare with the benchmark for example Nifty50 or BSE500
I am sorry I don't know
Nice useful tool. Loved it
Glad you like it
how you plotted pie chart,? seperate for each?
SIR, MUTUAL FUND SIP ME UNITS BADALTI RAHATI HAI. USKE LIYE KOI FORMULA BATAAIYE
+1, how can we track SIP investments? I have SIP amount, SIP date and SIP start date based on which number of transaction is calculated. But how can we update units automatically??
Very Useful Ravi Sir. Thanks for the vlog
Thank you. Please like / subscribe. Will put out more contents like this.
Sir monthly SIP karne par unit change kaise change hoga?
Sir , it will be of helpful if you can provide the subtitles in English.
VERY INFORMATIVE VIDEO SIR
So nice of you
Cool feature.. Didn't know .. Thanks!
Glad you liked it
Hello Sir, Is "closeyest" attribute working properly for Mutual Funds?
No clue. Never used it.
How are you updating your units, day to day basis?
Also, what about the xirr returns (not tracking that?)
Not adding units. Since I do not have an income, I do not have any fresh investments. I do redeem from time to time and update that when required.
Thanks Sir
Awesome
So nice of you
BSE stock kaise add karu ?
HOW TO SAVE THIS CHART?
Not sure there's a way to update EPFO balance in google sheet , must be done manually I guess.
Yes. I think that part would be manual.
But will it automatically cater for SIP investment? I don't think so
No. That needs to be updated manually.
Thank You Ravi 🙂
My pleasure 😊
Topic starts 2:02 thanks me later
Thanks Bro, very useful :)
Glad it helped
Sir does the nav update automatically or we have to update it
It updates automatically. That is the whole point.
@@desifirepodcast😎👍👍
Sir NAV in google finance doesn’t update regularly
What do you mean by regular? It is delayed by half an hour or so for stocks and max a day for MFs.
@@desifirepodcast sir do check NAV Rate of PPFAS it is still showing the NAV of Dec7th
Thank u sir
Welcome
Best❤
All of this can be done in Excel too, not sure why to use google sheets
What is the difference both are spread sheet software basically. Not everyone even has excel or it's latest version, also not everyone is proficient in excel.
I think Google sheets being freely available on most platforms is a plus.. The live auto update of nav is a game changer as illustrated by Ravi in this video.
Use excel. Would be the same I guess
anyone has sample google sheet?
I tried. This doesn't update NAV of MF. What needs to be done to update it
What mutual fund do you need
Check in Google finance
This is for axis growth opportunities fund
=googlefinance("MUTF_IN:AXIS_GROW_OPPO_1LDB7MS","price")
Good
Thanks