Share Market Portfolio Tracker

About project

Problem

I have invested in share market across multiple broker apps and markets. There was no easy and free way to consolidate all my investements with near real time update.

Solution

To resolve this issue, I have leveraged Google Sheets to see all my portfolio investments across different markets. This is a template which can be leveraged by others if they want. I have fine tuned this version across many years adding one feature at a time. I am publishing it to the public completely free, no strings attached. Just make a copy and use.

Features

Unified LIVE view of the entire portfolio across all the share markets in the world.
Automatic calculation of portfolio value.
USD and INR currency supported. Multiple currencies can be supported with tweaks.
Automatic new average purchase cost calculation based on the transaction.
Color coded gain or loss showcase.
Portfolio weightage showcase.
Spread across different markets and industries are shown.
Show cases the stock price trendline across the last quarter.
Core and Growth type stock classification.
Data validation of the industry of the stock.
Transaction logging facility.
Tried and Tested over the last three years.
Continuously new features are getting added.