@barathmukhi/@phreakv6,
I track my portfolio after customizing this Google sheet here from investmentmoats.
- Stock quotes are received near real-time using Googlefinance function.
- One enters trades and stock position/portfolio value is automatically calculated.
- Portfolio can also automatically track historical values including money invested, cost sunk, (un)realized gain/loss etc.,
- Google sheets has a history feature where one can traverse back in time to check a version – so it’s easy to simply go back 1 year and check corresponding portfolio including stocks and respective values today.
p.s: will delete in 1-2 days as my message doesn’t add value to main topic.
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