This add-on for Google Sheets™ that simplifies portfolio management. Designed for investors and financial enthusiasts, it helps you track transactions, monitor holdings, and analyse performance—all within your spreadsheet.
What It Does
•	Log Transactions: Record buy, sell, cash, bonuses, and dividends in a "Data Storage" sheet.
•	Track Your Portfolio: Automatically calculate Weighted Average Cost of Capital (WACC), total value, and profit/loss.
•	Fetch Market Data: Import stock prices and NEPSE Index updates (requires user-configured external sources).
•	Visualize Holdings: Toggle a 3D pie chart to see your portfolio distribution.
•	Filter Insights: Sort data by date, company, or type with custom filters.
•	Stay Alert: Get notified of low balances or negative collateral.
Key Features
•	Simple Entry: Input data via custom HTML forms in Google Sheets™.
•	Smart Calculations: Automate totals, commissions, and tax tracking.
•	Performance Summaries: View all-time and daily profit/loss stats.
•	Flexible Setup: Reset fully or fix errors without data loss.
•	Helpful Resources: Access a user manual and setup guide from the menu.
How to Use It
1.	Install Investment Tracker from the Google Workspace™ Marketplace.
2.	Open Google Sheets™, go to the add-ons menu, and enable "Master Tools."
3.	Start tracking transactions and exploring your portfolio.
Who It’s For
•	Investors managing stocks or IPOs in Google Sheets™.
•	Beginners organizing their financial journey.
•	Spreadsheet users seeking investment tools.
Requirements
•	A Google Sheets™ document.
•	Internet access for optional market data imports.
•	Permission to enable "Master Tools" (email verification may apply).
Why Choose It?
•	Fully integrated with Google Sheets™ for seamless use.
•	Customizable to match your investment needs.
•	Automates tasks to save you time.
Get Started
Install Investment Tracker now and transform Google Sheets™ into your personal investment hub. Track, analyze, and optimize your finances effortlessly!
Contact Us
Email: scmarketmystery@gmail.com for support or feedback.
Note: This add-on enhances Google Sheets™ but does not offer financial advice. Market data depends on user-linked external sources. Google Sheets™ and Google Workspace™ are trademarks of Google LLC.