Use Google Sheets to track your Mutual Fund and Stock Portfolio

แชร์
ฝัง
  • เผยแพร่เมื่อ 26 ธ.ค. 2024

ความคิดเห็น • 77

  • @vikas2223
    @vikas2223 ปีที่แล้ว +6

    My son recomended me this particular video and it is just awesome❤
    It definately took me 2 hour to prepare the sheet first time as I have almost 70 equity and mf for me and my family but once done, its just amazing.
    Smart way to track complete portfolio for multiple people.

  • @usgaming5947
    @usgaming5947 23 วันที่ผ่านมา

    TH-cam ki sabse achhi video kam samy me thank you so macha salary bad gayi hamari

  • @swarnendumittra3513
    @swarnendumittra3513 ปีที่แล้ว

    This is such a great example of “Invent & Simplify”

  • @karpagamshanmugasundaram6409
    @karpagamshanmugasundaram6409 11 หลายเดือนก่อน

    Ended up following some of your videos after your FIRE interview in Wint Wealth. Can't thank you enough for this simple great idea. As the saying goes, being simple is very difficult but you demonstrate this consistently. Brilliant!
    Kindly consider posting English only podcasts. That would help me and many south Indians better.

  • @heybhaskar
    @heybhaskar 11 หลายเดือนก่อน +4

    Great way, only thing is with SIP the number of units will keep changing, and will have to update that part manually

  • @MN-rv9le
    @MN-rv9le 10 หลายเดือนก่อน +1

    Great Mr Ravi It was very informative video... Request you to make a video on Clapia how to make app.....

    • @desifirepodcast
      @desifirepodcast  9 หลายเดือนก่อน

      I do not know enough about that. Sorry.

  • @udaykashikar1957
    @udaykashikar1957 9 หลายเดือนก่อน

    Video is very helpful. I was searching for symbols of Mutual Fund Scheme wherefrom to get it. And my problem is solved. Thanks for clarity.

  • @Zevarcreations
    @Zevarcreations 8 หลายเดือนก่อน +3

    Topic starts 2:02 thanks me later

  • @kushalpat111
    @kushalpat111 ปีที่แล้ว

    Cool feature.. Didn't know .. Thanks!

  • @bombayjohn3057
    @bombayjohn3057 ปีที่แล้ว +1

    Nice useful tool. Loved it

  • @akhtarhussain6792
    @akhtarhussain6792 4 หลายเดือนก่อน

    Thanks bro for valuable info.

  • @suhailahmad471
    @suhailahmad471 4 หลายเดือนก่อน

    Very helpful ❤

  • @happygilmor1
    @happygilmor1 ปีที่แล้ว

    Very Useful Ravi Sir. Thanks for the vlog

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว

      Thank you. Please like / subscribe. Will put out more contents like this.

  • @sanketdsajjan1895
    @sanketdsajjan1895 9 หลายเดือนก่อน

    how you plotted pie chart,? seperate for each?

  • @hrishikeshshivnikar4725
    @hrishikeshshivnikar4725 17 วันที่ผ่านมา

    Dear, How do I track my portfolio over period (except entering values every day)?

  • @Funshorts383
    @Funshorts383 ปีที่แล้ว

    Thanks Bro, very useful :)

  • @durgeshsingh02
    @durgeshsingh02 11 หลายเดือนก่อน

    Sir monthly SIP karne par unit change kaise change hoga?

  • @jagdishjunghare7384
    @jagdishjunghare7384 ปีที่แล้ว

    Thank You Ravi 🙂

  • @narayanmallapur9734
    @narayanmallapur9734 ปีที่แล้ว +1

    Hi Ravi, I had 2 Q's: a) Google Finance doesnt list Aditya Birla Sun Life Liquid Fund - Direct Plan - Growth, how to fetch current rates in such cases? b) If one has a SIP, how to add every month the incremental units? Thanks!

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว +2

      Hi Sir,
      a) It does. I just checked. Google it instead of going to google finance and searching it there.
      B) Needs to be done manually.

  • @Sanatangyan2330
    @Sanatangyan2330 6 หลายเดือนก่อน

    VERY INFORMATIVE VIDEO SIR

  • @Dogallah14
    @Dogallah14 2 หลายเดือนก่อน +1

    Google finance app bhe ha sirrr

  • @kamleshkumarkamal62
    @kamleshkumarkamal62 11 หลายเดือนก่อน

    BSE stock kaise add karu ?

  • @madinmadi
    @madinmadi ปีที่แล้ว +1

    I was looking for something like this, thanks for posting
    just curious if you know how to track SGB, I am not able to get the codes from Google Finance

  • @anandraowarkade232
    @anandraowarkade232 4 หลายเดือนก่อน +1

    SIR, MUTUAL FUND SIP ME UNITS BADALTI RAHATI HAI. USKE LIYE KOI FORMULA BATAAIYE

    • @akshaygajarlawar8878
      @akshaygajarlawar8878 3 หลายเดือนก่อน

      +1, how can we track SIP investments? I have SIP amount, SIP date and SIP start date based on which number of transaction is calculated. But how can we update units automatically??

  • @evm6177
    @evm6177 ปีที่แล้ว +1

    Wow Ravi thanks bro this is Brilliant! 👍👍 pls ask admin to add *'Buy $ Pay'* feature for your channel.. Earlier i could only check Portfolio on my mobile app only but not on laptop / PC.
    Ab sahi hai.. Can see my whole portfolio using Google Sheets anywhere - my laptop or my mobile devices. Plus the Auto NAV updation is a extremely must have feature provided by Google. 😎

  • @jagbir626
    @jagbir626 ปีที่แล้ว

    But will it automatically cater for SIP investment? I don't think so

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว

      No. That needs to be updated manually.

  • @renoll
    @renoll ปีที่แล้ว

    Sir. We can also add the buying price in google finance and create a portfolio there. Then it would be easier to grab it to sheets. Hopefully Google Bard would make it easy.

  • @aishwaryalakshmi9977
    @aishwaryalakshmi9977 9 หลายเดือนก่อน

    Hello Sir, Is "closeyest" attribute working properly for Mutual Funds?

  • @pankajdeore7373
    @pankajdeore7373 หลายเดือนก่อน

    I am looking Mutual Fund NAV date for 52 week high or low date.
    How I can get please reply me, thank you.

  • @vishwasdubey3960
    @vishwasdubey3960 6 หลายเดือนก่อน

    Thanks Sir
    Awesome

  • @bhavneshparikh8283
    @bhavneshparikh8283 หลายเดือนก่อน

    how to downalod this file?

  • @manikantaklmn
    @manikantaklmn ปีที่แล้ว

    Sir NAV in google finance doesn’t update regularly

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว

      What do you mean by regular? It is delayed by half an hour or so for stocks and max a day for MFs.

    • @manikantaklmn
      @manikantaklmn ปีที่แล้ว

      @@desifirepodcast sir do check NAV Rate of PPFAS it is still showing the NAV of Dec7th

  • @sayanbiswas_sports
    @sayanbiswas_sports ปีที่แล้ว

    Sir does the nav update automatically or we have to update it

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว +1

      It updates automatically. That is the whole point.

    • @evm6177
      @evm6177 ปีที่แล้ว

      ​@@desifirepodcast😎👍👍

  • @rushalverma8719
    @rushalverma8719 ปีที่แล้ว

    How are you updating your units, day to day basis?
    Also, what about the xirr returns (not tracking that?)

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว +1

      Not adding units. Since I do not have an income, I do not have any fresh investments. I do redeem from time to time and update that when required.

  • @HarshK1988
    @HarshK1988 ปีที่แล้ว

    Not sure there's a way to update EPFO balance in google sheet , must be done manually I guess.

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว

      Yes. I think that part would be manual.

  • @balachandrakodekoppa8467
    @balachandrakodekoppa8467 6 หลายเดือนก่อน

    HOW TO SAVE THIS CHART?

  • @bhavik12342003
    @bhavik12342003 5 หลายเดือนก่อน +1

    pl prepare a video to add "52W high" and "52W low" for mutual funds using google sheets

  • @Dhgehani
    @Dhgehani 4 หลายเดือนก่อน

    Super easy method to keep track of investments in 1 sheet itself, along with tracking achievement towards personal goals
    How about tracking SIP ?

  • @harishn5873
    @harishn5873 7 หลายเดือนก่อน

    Nice video sir, I need to know some more. If I want to know how much my portfolio has grown from the date that I invested and how can I compare with the benchmark for example Nifty50 or BSE500

  • @Sau.libran
    @Sau.libran ปีที่แล้ว

    All of this can be done in Excel too, not sure why to use google sheets

    • @evm6177
      @evm6177 ปีที่แล้ว

      What is the difference both are spread sheet software basically. Not everyone even has excel or it's latest version, also not everyone is proficient in excel.
      I think Google sheets being freely available on most platforms is a plus.. The live auto update of nav is a game changer as illustrated by Ravi in this video.

    • @desifirepodcast
      @desifirepodcast  ปีที่แล้ว

      Use excel. Would be the same I guess

  • @Life_is_everything
    @Life_is_everything 6 หลายเดือนก่อน

    Best❤

  • @radhekrsna007
    @radhekrsna007 10 หลายเดือนก่อน

    I tried. This doesn't update NAV of MF. What needs to be done to update it

    • @ananthahasanr5129
      @ananthahasanr5129 6 หลายเดือนก่อน

      What mutual fund do you need
      Check in Google finance

    • @ananthahasanr5129
      @ananthahasanr5129 6 หลายเดือนก่อน

      This is for axis growth opportunities fund
      =googlefinance("MUTF_IN:AXIS_GROW_OPPO_1LDB7MS","price")

  • @alarksharma
    @alarksharma 7 หลายเดือนก่อน

    anyone has sample google sheet?

  • @GurbaniGyandhara
    @GurbaniGyandhara ปีที่แล้ว

    Thank u sir

  • @lathakaveri8590
    @lathakaveri8590 8 หลายเดือนก่อน

    Sir , it will be of helpful if you can provide the subtitles in English.

  • @sandeepksharma82
    @sandeepksharma82 ปีที่แล้ว

    Good