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Nick Tran
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Stock Portfolio Tracker

Google Sheets, Investing1 min read

A major pain point for retail investors, is being able to keep track of the realized gains and losses that are generated off each trade. I came across this Google Sheet Portfolio Tracking Template that investmentmoats.com made. It was very intuitive and I was able to add some new additions like:

  1. Historical Net Asset Value Tracking
  2. Support for Crypto Currency Quotes through the Binance API
screenshot

I hope you find this helpful!

Download Here: Portfolio Tracker