Portfolio Tracker Add-on for Google Sheets™

Elevate your investment tracking with the Portfolio Tracker Add-on, a powerful tool designed exclusively for Google Sheets™. Seamlessly manage your diversified portfolio of stocks, cryptocurrencies, and options—all in one intuitive spreadsheet. Say goodbye to manual calculations and hello to automation that saves time and uncovers insights.

Why Choose Portfolio Tracker?
This add-on turns your spreadsheet into a comprehensive investment hub by:

Automating Trade Matching: Uses FIFO (First-In-First-Out) or LIFO (Last-In-First-Out) methods to pair buys and sells, generating detailed trade records instantly.

Calculating P&L and ROI: Tracks realized and unrealized profits/losses, with aggregated summaries by asset for quick performance overviews.

Handling Tax Computations: Configurable tax rates for short- and long-term gains, helping you estimate liabilities if positions are closed.

Fetching Live Prices: Integrates with Google Finance for stocks, CoinMarketCap API for crypto, and Polygon.io for options—ensuring up-to-date valuations without leaving your sheet.

Generating Insightful Dashboards: Visual charts, snapshots, and reports for portfolio health, including daily performance tracking and multi-currency conversions.

Supporting Diverse Transactions: Log buys, sells, deposits, withdrawals, and more in a simple input sheet; the add-on processes everything behind the scenes.

Whether you're a casual investor or managing a complex portfolio, this add-on minimizes manual entry while maximizing accuracy and flexibility.

Quick Setup Guide

Download Our Template: The add-on is optimized for our pre-structured Google Sheets™ template, which includes all necessary sheets, formulas, and scripts. Get your free copy here:
https://portfoliotrackergooglesheets.com/get-template
Make a personal copy in your Google Drive for full customization.

Install the Add-on: Search for "Portfolio Tracker" in the Google Workspace Marketplace and install it directly into your template.

Configure Basics: In the Configuration sheet, set your accounting method, add API keys (if using crypto/options), and list your assets (symbols, types, currencies).

Log Transactions: Enter details in the Transactions sheet—date, symbol, operation (buy/sell), volume, and price.

Run the Magic: Use the Extensions menu to update prices and generate trades. Watch as Trades, Summary, and Dashboard sheets populate automatically.

Important Note: For optimal performance, always use the provided template. Manual edits to generated sheets (like Trades or Dashboard) will be overwritten during updates.

Advanced Capabilities

Multi-Currency: Set a base currency for your portfolio and trade assets in any currencies. Your ROI, P&L and Tax calculations will account for exchange rate fluctuations.Real-world ROI reflecting currency impacts!.
Snapshots & Utilities: Capture daily portfolio states and access helper functions for deeper analysis.

Privacy-Focused: No data is stored externally—everything runs locally in your sheet, with API access limited to price fetching.

Ready to track smarter? Install today and take control of your investments. For support, FAQs, or feature requests, visit our website.