Free Stock Portfolio Tracker In Google Sheets

Why use a Google template to monitor finances?

In order to stay on track financially, you need to set goals and stick to them. However, setting goals and sticking to them requires discipline. And when it comes to money, we all know that discipline tends to go out the window pretty quickly.

That’s why it’s so important to have a system in place to make sure you’re staying on track. Here are some reasons why you should use a template to monitor your finances:

A template is an easy way of monitoring your finances. It’s also a great way to keep track of all the information you need for stock portfolio on time.

• Templates Help You Stay Organised

• Templates give you a structure to follow. They provide a framework that allows you to focus on the big picture rather than getting bogged down in details.

• For example, let’s say you want to save $100 per week towards retirement. With a template, you can look at your savings goal and decide how much you need to contribute every week. Then, you can calculate how much you need to save based on your current income and compare that number to your weekly contribution amount.

3. Google Stock tracking Templates Can Be Customized

Another benefit of using google stock template is that you can customize them to fit your needs & get the exact data you are looking for. For example, you may want to track different categories of stocks, like FMCG,IT sector, medical sector. Or, you may want to have separate templates for your personal and business finances. All this can be done easily via Gsheet tracker templates.

Best finance templates for Google Sheets

Google Sheets is an online spreadsheet tool that allows users to store data, organize information, and perform calculations.

It has become one of the most popular tools used by professionals and amateurs alike.

In addition to its ease of use, Google Sheets offers several features that allow users to save time and improve productivity.

How do you maintain a stock portfolio in Google Sheets?

Google Finance’s Portfolios feature allows you to monitor, manage, and comprehend the performance of your stocks.

Go to Manage portfolio settings.

To track the Price of your stocks or change the currency in your portfolio, you may update your settings.

Step 1: View your portfolio as a watchlist

Step 2: Navigate to finance.google.com.

Step 3: Choose a portfolio from the list under “Your portfolios” on the right.

Step 4: Click More and View as Watchlist in the upper right corner, just below “Portfolio highlights.”

Manage holdings in your portfolio

Add shares of a stock, mutual fund, or cryptocurrency to your portfolio.

Step 1: Click Add investments.

Step 2: Enter the desired stock, mutual fund, or cryptocurrency into the box provided, then click the appropriate choice that pops up as you type.

Step 3: Enter the following:

●  Number of shares

●  The date you purchased the shares

●  Purchase price of the investment at the time you purchased the shares

Once all the shares have been entered, click Save or choose Save & add another to add new investments to the portfolio.

Click here to learn how you can add Google Finance data to Google Spreadsheet

Here are 9 best finance templates for Google sheets.

• Budget Template

Budget template helps you track expenses and income for each month. This feature makes it easier for you to plan ahead and avoid spending too much money.

This template also provides you with a detailed overview of your monthly finances. It shows you exactly how much you spent and earned last month.

To download this template, click here.

• Balance Sheet Template

Balance sheet template is useful for tracking your assets and liabilities.

With this template, you can easily calculate profit and loss statements, balance sheets, and cash flow statements.

To download this excel file, click here.

• Expense Tracker

Expense tracker lets you record all your expenses and categorize them based on their purpose.

For example, you can enter all your grocery bills under “Groceries” category. This feature enables you to better manage your financial situation.

Download this template here.

• Profit & Loss Statement Template

Profit & loss statement template gives you a clear view of your company’s performance.

By using this template, you can see your sales revenue and expenses for every month.

Click here to download this template.

• Cash Flow Statement Template

Cash flow statement template helps you analyze your current position and future plans.

This template allows you to generate reports such as balance sheet, profit and loss statement, and cash flow statement.

Click here to access the template.

• Income Statement Template

Income statement template helps you track your revenues and expenses for each month.

Using this template, you can prepare various types of financial reports such as profit and loss statement, balance sheet, and cash flow statement

Click here to download the template.

• Sales Forecast Excel Templates

Sales forecast excel templates enable you to predict your sales figures for the next quarter.

This template helps you set goals for your business and achieve success.

Click here to find out more about this template.

• P&L Template

P&L template is helpful for businesses that operate on a regular basis.

This template tracks your sales and expenses for each month and generates a report.