Ryan O’Connell, CFA, FRM shows how to build a stock dashboard in Google Sheets with live updating data using Google Finance.
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Chapters:
0:00 – Introduction
0:10 – Create a New Google Sheet
1:11 – Setup Column Headers and Format Dashboard
2:12 – Manually Input Your Stock Portfolio Info
3:28 – Color Code Spreadsheet
4:13 – Calculate Company Market Capitalization
6:24 – Calculate the Amount Paid for the Portfolio
7:06 – Get Live Stock Prices In Google Sheets
8:07 – Calculate Allocation of Portfolio
8:43 – Calculate Stock Portfolio Returns
12:03 – Conditional Formatting Based On Gains & Losses
13:47 – Add Individual Stock Allocation Pie Chart
15:17 – Add Pie Charts Based on Market Cap & Sector
19:13 – Stock Portfolio Dashboard in Google Sheets Conclusion
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC
ALTERNATIVE TITLES
“Create a Custom Stock Tracker in Google Sheets”
“DIY Stock Dashboard: How to Build Your Own”
“Track Your Portfolio: A Step-by-Step Guide to a Google Sheets Stock Dashboard”
“Maximize Your Investments with a Google Sheets Stock Tracker”
“Building a Stock Dashboard in Google Sheets | Live Updating Data”
“Build a Stock Dashboard in Google Sheets: The Ultimate Guide”
“Effortlessly Monitor Stocks with this Google Sheets Dashboard Tutorial”
“Get a Bird’s Eye View of Your Investments with a Google Sheets Stock Dashboard”
