What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
Can we add custom holdings without a known ticker symbol to this portfolio , so we can track their returns too, by manually updating their prices and transactions ? Need this for my work retirement choices which dont have stock market tickers
@Planet Finance I am interested in your spreadsheet. I would like a bit of customization of your spreadsheet to use it for myself. I am wondering if you would be interested in collaborating? Thank you very much. (We can discuss more privately) :)
Great video! I followed along to build this spreadsheet. One thing I noticed was the query for the “Individual Performance Screener”. Selecting tickers such as “T” would match several lines in the Portfolio tab, so I changed the queries from “Select I where B contains ‘“ to “Select I where B = ‘“
Thanks so much for your comment! Glad you liked it. Great, that's an alternative syntax that works well. Usually there's only one ticker in the Portfolio tab list so it's strange that it was showing two. Let me know if you need any further help! Cheers
I encounter an error when copy pasting the long quantity formula in Portfolio sheet. I got "Sold All" everywhere even I own some stock. Do you know from where the issue might come ? Thanks
Thanks for this video, what a great work. I have followed all the processes and created one. I found out on the currency section, when I tried to other currency apart from USD or Pound or EURO, the conversion still showing $ symbol and also the for crypto currency, some of the coins price were unable to be retrieved from the formula. it always said the url not found.
I really love this tracker bro, its totally amazing. Im currently building my own portofolio tracker and your video helped me so much! But i found something that incorrectly, i use the same formula as yours but the Account Balance is not correct, when i do some 'Sell' or 'Withdraw', the 'Fees' is still counted as Cash, it doesnt substract on the Account Balance. I still figure it out til right now and its totally shaking my head. How do i solve it?
Hello, in the transaction tab, for the transfer send and transfer deposit, i don't understand the results on the rolling cost control-rolling quantity. For example, row 22 the quantity send is 0.0941, but on the rolling quantity is 0.1231 that is the same as the quantity row 15. Is it not supposed to be 0.1231-0.0941=0.029 ? Thank you.
Truly grateful to you for this tracker. I built it from scratch (extremely ,thankful for the formulae), and learned along the way about the commands. I thought this is the only way to learn those commands. Again, amazing job well done. There are couple of errors that I have been encountering, but I'll try to figure them out.
Hey! Thanks so much for your comment. I'm really glad you've found this useful! Please feel free to let me know if you encounter any errors. I've received a lot of feedback on certain missing features that I'm definitely planning to add to the 3rd gen tracker I'm developing. Will be the best to get even more feedback before it's released. Cheers!
Thank you for all your hard work. I have a problem I was hoping you could help with... When I apply your formula in the Rolling Cost Cell, P3, it returns Err:539. I have checked the formula several times to see if I incorrectly pasted from your formula sheet as well as pausing the video to and enlarging it to check that as well. I can't find any errors. I am wondering if it is because I am using LibreCalc and the formulas aren't compatable? If so, do you know the replacement string(s) I should be using? Thank you in advanced. Keep up the AWESOME work! P.S. Couldn't figure it out in Libre Calc, tried in Google sheets, doesn't work there either. Any ideas/suggestions?
This is an amazing piece of work, thanks so much for sharing! Just one comment on the currency conversion: in Transactions tab, Currency Conversion, Total (column S) I noticed the calculated exchange rate it's the current rate, where in my opinion it should be the exchange rate at the date of the equity purchase, since this cost has already happened. With the current volatility of the EUR/GBP/USD exchange rates this is now making a huge difference, if I compare the unrealised P/L against my broker's. Additionally, to many brokers the fees charged are in the account currency, e.g. if I have a EUR account with my broker they charge me the fees in EUR despite I may have both a stock in USD, so in this case we shouldn't have the fees conversion, but that's quite irrelevant in the end, just wanted to bring to discussion.
Hi Filipe, thanks so much for your comment and feedback! I completely agree with you, many people have mentioned this and I'm planning to implement this new logic in the upcoming portfolio tracker. Stay tuned!
Hi, I found that when you buy stock for the second time (buy stock "A" for the 1st time, then sell it, buy stock "A" for 2nd time, then sell again), the average price is not right.. It seems the average price show for the last price you bought, CMIIW.. btw thank you for the amazing work
Hi Hengki, thanks so much for your comment. Yes, the average price is computed on a rolling basis so this is the known problem. Thanks for letting me know though, need to figure out a way to fix this
How ready would this template be once we become a Patreon? I can use Excel though this seems to be another level.😨 Could you give me an indication of how dummy proof this is?
When you access it through Patreon all you have to do is make a copy into your private account, delete the dummy transactions and start entering your own. As long as you follow the correct sequence in the transactions (e.g. Cash deposit before buy orders, transfer send before transfer deposit, cash dividends vs DRIP method) you'll be fine. I have jumped into several calls with clients who need help setting it up. But when you access it from Patreon it is pretty straight forward. Besides transactions, the rest is all about playing with the different filters and dropdowns to look at info in different views or periods. Let me know how you go and feel free to email me! Cheers, PF
Hi Bagus, thanks so much for your comment! That would be a great feature to a future version or potentially a separate valuation tracker. Thanks so much for your feedback
I am in love with this; is there a possibility to add another currency with current market rates as well? Basically, I have to calculate INR to USD to Crypto (calculate the gas fee, taxes, etc)? (I did not go over the tutorial, want to access it via pateron)
Hi Trupti. Thanks so much for your comment. Yes, this tracker has the capability to exchange all these numbers to a currency of your choice. For example if you bought crypto in USD, by entering INR in Dashboard L1 you'll be able to see all the crypto you bought in INR. Let me know how you go, happy to help with anything else!
Hello, Do you have this spreadsheet in MS Excel 365? Question: in the Google(Sheets) spreadsheet, is any of the information imported, e.g., Current Stock prices, Gain/Loss for Stocks, etc? Or is the dashboard entirely populated from the data entry tabs, where the user manually enters transactions?
This is better than anything else I have seen on the internet. Do you have a suggested way to enter income from selling options in this tracker? Thanks!
Hi Paul! Thanks so much for your comment. I really appreciate it. If you look through the most recent videos I released an Options Tracker. The idea is to combine the options feature with the normal tracker in the upcoming portfolio tracker 3G.
Thank you so much for making this tutorial!🥰 I made my portfolio tracker by following your video. I am wondering that since I bought BND in TSX instead of BND in NASDAQ, is there a way to show current price (column AG) for BND in TSX? The googlefinance auto directs to BND in NASDAQ. Also, my Portfolio tab has trouble showing the current price (column AG) for QQQC.F. Is there a way to fix it? Thank you again!!!🤩🤩🤩
Great video. I am thinking of trying to build this however before I start (as it will probably take me days) does this still work particularly with crypto. I have noticed a number of people commenting on other sites about price feeds not working. I would need price feeds from a substantial range of crypto. I have noticed there is now a gen3 but not keen on giving the permission that is required plus I like the option to build it as I learn. I would appreciate your response as I would hate to spend 3 days building and then find that I can't get price feeds for my crypto. Thanks
GREAT JOB. Exactly what I was looking for. But I need help!!! the current prices aren´t loading with this formular: IF(OR(AB3="GBP",AB3="ZAR"),IF(B3="","",IF(AB3=Dashboard!$L$1,AG3,AG3*GOOGLEFINANCE("currency:"&AB3&""&Dashboard!$L$1&"")))/100,If(B3="","",IF(AB3=Dashboard!$L$1,AG3,AG3*GOOGLEFINANCE("currency:"&AB3&""&Dashboard!$L$1&"")))) - anyone who had the same problem?
Hey! It is loading on my end. Is this happening for all your investments or just a particular one? feel free to share it with me via planetfinanceofficial@gmail.com, happy to take a look. Cheers!
This is very useful! btw, I think this tutorial is mostly compatible with US platform. I tried to follow your tutorial but it didn't work for foreign stock. Some stock's name are the same as crypto as well.
Hi Kull, this tracker works for any asset that's available in Google Finance. Please remember to enter the exchange + the ticker to get foreign stock prices. You enter Crypto tickers + the currency you're buying them with to get crypto prices. This way you get the actual crypto price and not a stock price.
Amazing, thank you! Made one following this video and the only modification I had to make was in the portfolio->current price formula. Since I wanted alt coins current price with CAD only I added a conversion in Col AG to the scrapping piece.
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
The fees section is unclear to me. With Revolut when I buy crypto or stock I pay a fee for that, but in your formula, you subtract it when it's sold. Another thing is when I purchase crypto from Revolut, I pay, e.g., 200e + fee(2e), but the crypto bought and worth is 198e, so how should I use the fee column? Or do not use it in this scenario?
Hi Simon, I have provided a list of the alternative formulas you can use for the fee calculation. This is available in the formula sheet and also as a note in the portfolio tracker sheet should you access it via Patreon. Please let me know if you need any help!
Do you have any tips on how I could handle Liquidity providing positions in crypto (defi)? For example lets say I have a position that is 50% ETH and 50% stablecoins, could I get that to still be one position but contribute half the position size to my stablecoin allocation and half the position size to ETH allocation? How to handle impermanent loss? Uniswap v3 concentrated liquidity? Thanks for any input. Great video
Hey! Thanks for your comment. Unfortunately the current set-up does not have capabilities to handle liquidity ditributed between assets. It's only accounting for 100% of the position to be held by an asset. This is a great idea and I'll add it to the list of features to include in an upcoming version. Cheers!
Hey! I'm facing a problem. I was following your video and creating my portfolio. I created my transaction sheet according to your video. But when I was creating the portfolio sheet and I inserted your given formula in the quantity tab, It is printing "sold all" and showing blank cells in daily change and cost columns. How can I solve this? Looking forward to your kind help.
Hey! It shows sold all when the net amount of quantity = 0. When it's sold all, daily change and cost columns are blank because you cost = quantity * avg purchase price. When quantity = 0, this doesn't show up. Hope this helps and I'm aiming to improve this feature in the next portfolio tracker.
I love this tracker. Very impressive work. I see people already have mentioned that conversion rate should be calcuated on purchase date and again on sell date, and that additional buying and selling from a position should affect the avg price. Also it would be gret to have the option to see both position and total development both last 365, YTD and over all. And be able to compare gains to a index or activa. However the formulas doesn't work and I get an error messages even though everything is set up exactely like you set it up and copy the formulas from your formula sheet. Also, I trade mostly on OSE (Norway) and Google finance doesen't cover that. Yahoo finance does though. How can I add a rollback option to fetch data from Yahoo finance, and where do I do it? But overall it looks great! Thank you in advance!
Not to complain. I am looking for one that works on LibreOffice Calc. So if you know how it works on LibreOffice. I am using Linux mint for an OS. Thanks
Hey! Currently the trackers I've released are all available in Google Sheets. I am planning to duplicate them into Excel in the future. Good to know about libreoffice too. I'll add it to my list of tasks!
idk if it will be added in the incoming version. Is it possible to track currency P&L? For ex i bought apple when usd was cheaper and now that im selling in euro I would like it included into the stock P&L
Hey, thanks for your comment. In the next version I've already fixed the issue with currency conversions where it's grabbing the date to get the exchange rate of the particular date in the transaction. If bought in one currency and then sold in another one, the only option available for this is a stock transfer from one platform in e.g. usd and another one in e.g. eur. I can definitely add a section for currency fluctuation p/l but I'm not sure how it could work for selling in multiple currencies as every buy is always assumed to be sold in the same currency. This could be potentially solved through an action where currencies are converted for withdrawal purposes. I'll brainstorm a way to solve this.
Yo bro I noticed something wrong with the rolling quantity. If you sell a stock/crypto, do you keep the current average price but in fact this is wrong because when you sell something the average cost changes...
Hi! I'm making this spreadsheet in excel because I encountered some limitations with google sheets, but when I enter the formula for Rolling Cost I get different results. I've noticed that the =FILTER formula in excel works slightly different than in google sheets. Can you please give me the excel formula for Rolling Cost, or explain how to define the same filter range in excel? Thank you for the video and all the work!
Hey! Thanks so much for your comment, I really appreciate it. The purpose of the filter formula in the cost basis calculation is to search for the latest value in all previous entries with a condition connected to the ticker. At the moment I'm not able to replicate it in Excel but if you give me some time I'll be able to come up with something. I'll get back to you asap
I also found that the quantity formula in the portfolio tab is too long for excel, because the number of characters in a formula is limited to 8192. From what I've read there is no other work around to the character limit than to evaluate the criteria using one of excel's other available functions like LOOKUPS, INDEX, COUNTIFS, etc.
@@constant1ns Hey! I still haven't found a way to do it in Excel, currently the focus of these trackers is in Google Sheets. For the quantity formula I would recommend potentially removing one of the conditions for asset class and removing the stablecoin functionality. Feel free to send me your workings via email and we can work together on your Excel template!
@@PlanetFinanceOfficial Hi! Thank you for trying to find a solution. I've figured it out today. I use =IF(ISBLANK(A3),"",IFERROR(IF(H3="Sell",VLOOKUP(9^99,FILTER(P$2:P2,D$2:D2=D3),1),(VLOOKUP(9^99,FILTER(P$2:P2,D$2:D2=D3),1)*VLOOKUP(9^99,FILTER(O$2:O2,D$2:D2=D3),1)-N3)/O3),J3)) for the rolling cost. For the quantity formula I used array constants. Let me know if you want the formula. I will contact you via email if I have any further questions. Cheers!
This is the spreadsheet I've been looking for years for - able to aggregate all my brokerage accounts in one sheet! I think I've found an issue with it though. The Rolling Cost Controls section does not seem to handle DRIP transactions correctly. A DRIP is a purchase of additional shares with dividends, but the Rolling Cost Controls section does not update the Rolling Quantity or Rolling Cost columns when using DRIP as an Action. It DOES seem to flow correctly to the Portfolio "Quantity" column. Can you update this formulae please?
Hey! Thanks so much for your comment and feedback. This is a known issue that I'm currently solving. I'm actually applying it in the Portfolio Tracker 3G being released in about 2 weeks. Stay tuned!
I have a question regarding this tracker. I've followed along and made the tracker from scratch and I've recently sold a position in a stock however the stock still comes up in the first two charts even though I own 0 shares of it. The stock also appears in the best/worst performer section which is annoying as I want to see the data on the stocks I actually own. I was wondering if there was a way to fix this issue?
There is a way to fix this issue and it's with a ROUND formula. It's a problem with GSheets that even though you bought an amount and sold the exact amount, the decimal places still show numbers. Give it a try or feel free to share you spreadsheet with me! Cheers, PF
@@shanepereira9433 Yes, you can join the Patreon, download the trackers and stop the subscription. This is why I charge upfront, for those who simply want to access once without getting access to the future improvements. Hope this helps!
Thanks so much! Unfortunately I have not been able to create a feature for swaps yet. I did manage to do it with stablecoins but the next step is to do it with crypto to crypto swaps. Stay tuned!
In order to edit the color of a sparkline, it appears the color code needs to be in the formula. Is there a way to add something like that to the formula for the Rolling Quantity column in the Transactions tab? So if the cell is blank, then it gets filled with a color?
Hey Dave, thanks for your comment. I applied conditional formatting to columns on the right hand side of the Transactions tab. The condition is if the cell is not empty, add a colour of your choice. Let me know if you need further help! Cheers
There are special apps for this and anyone can use them. However, there's value in having your own customisable tracker in a private sheet that doesn't sell your data to other companies like most apps do. Unless I'm wrong, Google doesn't read your private sheet content and uses this data for their gain... Also, these trackers are generally built for anyone in the world to use. Most apps either have specific brokerages/banks attached to them to track budget/investments and might not include assets from many of the existing exchanges.
Hi Luca, you would need to use the Google Finance ticket available for the ETF including the exchange symbol (E.g. LON). If you can't find the ticker in Google Finance then find it in Yahoo Finance and utilise the script available in the formula sheet or the ready-to-use tracker from Patreon. Anything else you need feel free to email me!
Hello, Im currently making this spread sheet and im facing a problem I put the formula for AVG.Purchase Price in the Portfolio Tab but gives me the symbol #N/D. =IF(ISBLANK(AD3),"",VLOOKUP(9^99,FILTER({ROW(Transactions!P:P),Transactions!P:P},Transactions!D:D=AD3),2)) I copy this exact formula but gives me the following error (FILTER has unmatched range sizes. Expected row count: 4000; column count: 1; actual line count: 2000; column count: 1.) What can I do? Thanks
Hi Bernardo! This error might be occurring if you entered the rolling cost and rolling quantity columns incorrectly in the Transactions tab. Also, make sure to have dummy transactions to see if it's working. If the issue still persists feel free to email me with your spreadsheet and I'll be more than happy to take a look! Cheers
Hi Bernardo! Did you manage to solve the problem? Unfortunately I had the same problem. I've been trying for hours to figure out what the problem is, but I haven't been able to solve it.
@@bernardodeaguiar3759 Thank you very much for your reply. Unfortunately, I may have a different problem. The transaction tab looks exactly the same as in the video (column O = rolling quantity, column P = rolling cost). The only difference is that I typed the words in my own language, but I don't think that's a problem. There might be a mistake with the number of rows. On the transaction tab there are 1000 rows and the formula mentions 2000 rows. Anyway, thanks for the reply :) I seem to be too lame for this formula :)
I just bought this spread sheet, but whenever I add in my transactions, it marks the quantity as "sold all" in the portfolio tabs and doesn't show on the dashboard even though I haven't sold anything. I'm not sure where that's pulling from. I think it may have to do with the quantity formula since I edited the options available (I added Index Funds and Mutual Funds).
Hi Tesla, yes you are correct. If you added new asset classes the quantity formula will also need to be edited to capture those specific ones too. Let me know how you go and if you need help editing the formula I'm happy to help!
@@PlanetFinanceOfficial Since I don't know what I stable coin is, I copy and pasted your formula and then replaced all of the "Stable Coin" with "Index Fund" and got it to work. Thanks!
@@Tesla-Cannon Amazing, that should work. Stablecoins are mainly for when you trade cryptocurrencies and might use a proxy for a legacy currency. E.g. USDT.
Sam, i was very attached to V1 and had a lot of doubts to transition to V2, but after seeing the benefits i made the jump... it took me a few hours but to be honest transferring the data from the transactions sheet which is the most important and critical was relatively easy after you understand the fields...
@@PlanetFinanceOfficial another question did come up if you don't mind. Any idea on how I get the gold current gold price to be shown in the portfolio tab? Google Finance doesn't seem to have the gold price.
Hi Sharath, if you don't want to follow the tutorial and build it yourself you can access the Patreon link and download the ready-to-use tracker in multiple themes from there. Cheers!
Hi Tony, you can join the Patreon, access the tracker and stop the membership if you desire. The tracker will still be yours. This is why I charge upfront. Hope you like it and please let me know if you need help with anything else!
i have the sheet. one issues is on the crpto tracker transation. price and fees dont tally up in the total? so say i paid 50 and fee 8 the total is still 50? when actaully only got to have £42
@@tonytones843 Hi Tony, if you check the Total column I've entered a note with a list of formulas that you can use depending on your scenario. The standard function just applies the fees to sell and withdrawal transactions but there is a formula that applies it to buy transactions. Let me know how you go!
@@PlanetFinanceOfficial i found the notes.. but if i keep cvhanging the formula does this not mess you the transactions altogther as il have buys,sells,withdrawlas,deposits all with in this infroamtion and each time it will be changing the outcome? would it not make sence for me to add another fees colume. one side for buys/depsoits and one side for sells/withdrawls i dont know how to do any of this just and idea lol
Really good tracker... i currently use version 1 and will be upgrading to 2G later this week... quick question... when will you be adding options to the tracker??
How do you do Splits. For instance Shopify recently split. Before the split it was $360. After the split it was $36. It is throwing my calculations off
Hey Jay, unfortunately splits need to be manually done. If you have previous transactions before the split, you will need to change they quantities and prices manually. Hopefully I can figure out a way to automate this in the upcoming version
Quick query... The Income Breakdown table works fine, but the order of the months are display in disorder that makes the Dividend income graph be a bit crazy... any chance you can tell me why the order is not working? i'm using the formula =UNIQUE(QUERY(Transactions!$A$3:$W, "Select U where V contains '"&$O$36&"'"))
Hi Diego, thanks for your comment! The order at which the months are shown is dependant on the order of your transactions. If you enter a dividend in June 2022 but thereafter a dividend in May 2022, the dividend in June will show first and then the one in May, following the sequence of your transactions. I recommend you enter your transactions in order by date. If this is a problem, I appreciate your feedback and I will come up with a table/chart that just displays all the months regardless of the order of the transactions. I'll include this in the upcoming 3g portfolio tracker!
Hi Sir, =IFNA(IFERROR(IF(AD3="","",GOOGLEFINANCE(AD3,"changepct")/100),(GOOGLEFINANCE(AD3)-(INDEX(GOOGLEFINANCE("CURRENCY:"&AD3&"","price",TODAY()-1),2,2))) can u please give us the formula for coinmarketcap...as google finance is not supportive of some coins and the ticker slots giving an error ..
Hello! Unfortunately we won't be able to get the change percentage for cryptos, hence why it shows as blank in the results. I will explore a way to get it from coinmarketcap for the upcoming portfolio tracker. Thanks!!
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?
simple - do sip, when you see downfall add a bit lumpsum. There is no time, that is good or bad.
Can we add custom holdings without a known ticker symbol to this portfolio , so we can track their returns too, by manually updating their prices and transactions ? Need this for my work retirement choices which dont have stock market tickers
@Planet Finance I am interested in your spreadsheet. I would like a bit of customization of your spreadsheet to use it for myself. I am wondering if you would be interested in collaborating? Thank you very much. (We can discuss more privately) :)
Great video! I followed along to build this spreadsheet. One thing I noticed was the query for the “Individual Performance Screener”. Selecting tickers such as “T” would match several lines in the Portfolio tab, so I changed the queries from “Select I where B contains ‘“ to “Select I where B = ‘“
Thanks so much for your comment! Glad you liked it. Great, that's an alternative syntax that works well. Usually there's only one ticker in the Portfolio tab list so it's strange that it was showing two. Let me know if you need any further help! Cheers
im stuck at Portfolio TICKER AD3 at time 17:38... #REF! Array result was not expanded because it would overwrite data in AD4.
Great Job!!! How a "split" of a stock will be captured with this tracker? Thanks!
I encounter an error when copy pasting the long quantity formula in Portfolio sheet. I got "Sold All" everywhere even I own some stock. Do you know from where the issue might come ? Thanks
Thanks for this video, what a great work. I have followed all the processes and created one. I found out on the currency section, when I tried to other currency apart from USD or Pound or EURO, the conversion still showing $ symbol and also the for crypto currency, some of the coins price were unable to be retrieved from the formula. it always said the url not found.
I really love this tracker bro, its totally amazing. Im currently building my own portofolio tracker and your video helped me so much! But i found something that incorrectly, i use the same formula as yours but the Account Balance is not correct, when i do some 'Sell' or 'Withdraw', the 'Fees' is still counted as Cash, it doesnt substract on the Account Balance. I still figure it out til right now and its totally shaking my head. How do i solve it?
Hello, in the transaction tab, for the transfer send and transfer deposit, i don't understand the results on the rolling cost control-rolling quantity. For example, row 22 the quantity send is 0.0941, but on the rolling quantity is 0.1231 that is the same as the quantity row 15. Is it not supposed to be 0.1231-0.0941=0.029 ? Thank you.
Thanks. is it possible for you to post a template copy? Also would these formulas work in Microsoft Excel?
The formulas it's doesn't work :(
Truly grateful to you for this tracker. I built it from scratch (extremely ,thankful for the formulae), and learned along the way about the commands. I thought this is the only way to learn those commands. Again, amazing job well done. There are couple of errors that I have been encountering, but I'll try to figure them out.
Hey! Thanks so much for your comment. I'm really glad you've found this useful! Please feel free to let me know if you encounter any errors. I've received a lot of feedback on certain missing features that I'm definitely planning to add to the 3rd gen tracker I'm developing. Will be the best to get even more feedback before it's released. Cheers!
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Thank you for all your hard work. I have a problem I was hoping you could help with... When I apply your formula in the Rolling Cost Cell, P3, it returns Err:539. I have checked the formula several times to see if I incorrectly pasted from your formula sheet as well as pausing the video to and enlarging it to check that as well. I can't find any errors. I am wondering if it is because I am using LibreCalc and the formulas aren't compatable? If so, do you know the replacement string(s) I should be using? Thank you in advanced. Keep up the AWESOME work!
P.S. Couldn't figure it out in Libre Calc, tried in Google sheets, doesn't work there either. Any ideas/suggestions?
I am looking to get this as well. I am using Libre Calc as well. Can you help me please.
Hey! Apologies, for some reason I missed this comment. Following up on your errors, were you able to solve this?
This is an amazing piece of work, thanks so much for sharing!
Just one comment on the currency conversion: in Transactions tab, Currency Conversion, Total (column S) I noticed the calculated exchange rate it's the current rate, where in my opinion it should be the exchange rate at the date of the equity purchase, since this cost has already happened. With the current volatility of the EUR/GBP/USD exchange rates this is now making a huge difference, if I compare the unrealised P/L against my broker's.
Additionally, to many brokers the fees charged are in the account currency, e.g. if I have a EUR account with my broker they charge me the fees in EUR despite I may have both a stock in USD, so in this case we shouldn't have the fees conversion, but that's quite irrelevant in the end, just wanted to bring to discussion.
Hi Filipe, thanks so much for your comment and feedback! I completely agree with you, many people have mentioned this and I'm planning to implement this new logic in the upcoming portfolio tracker. Stay tuned!
Does it work with live feed?
Yes!
Hi, I found that when you buy stock for the second time (buy stock "A" for the 1st time, then sell it, buy stock "A" for 2nd time, then sell again), the average price is not right.. It seems the average price show for the last price you bought, CMIIW.. btw thank you for the amazing work
Hi Hengki, thanks so much for your comment. Yes, the average price is computed on a rolling basis so this is the known problem. Thanks for letting me know though, need to figure out a way to fix this
Please share practice file
How ready would this template be once we become a Patreon? I can use Excel though this seems to be another level.😨 Could you give me an indication of how dummy proof this is?
When you access it through Patreon all you have to do is make a copy into your private account, delete the dummy transactions and start entering your own. As long as you follow the correct sequence in the transactions (e.g. Cash deposit before buy orders, transfer send before transfer deposit, cash dividends vs DRIP method) you'll be fine. I have jumped into several calls with clients who need help setting it up. But when you access it from Patreon it is pretty straight forward. Besides transactions, the rest is all about playing with the different filters and dropdowns to look at info in different views or periods. Let me know how you go and feel free to email me! Cheers, PF
Great job👍 Please make intrinsic value calculation of stocks with 5 years historical fundamental data, is there any possibilities?
Hi Bagus, thanks so much for your comment! That would be a great feature to a future version or potentially a separate valuation tracker. Thanks so much for your feedback
Amazing file, can i use same formula for office 356?
I am in love with this; is there a possibility to add another currency with current market rates as well? Basically, I have to calculate INR to USD to Crypto (calculate the gas fee, taxes, etc)? (I did not go over the tutorial, want to access it via pateron)
Hi Trupti. Thanks so much for your comment. Yes, this tracker has the capability to exchange all these numbers to a currency of your choice. For example if you bought crypto in USD, by entering INR in Dashboard L1 you'll be able to see all the crypto you bought in INR. Let me know how you go, happy to help with anything else!
Hello,
Do you have this spreadsheet in MS Excel 365?
Question: in the Google(Sheets) spreadsheet, is any of the information imported, e.g., Current Stock prices, Gain/Loss for Stocks, etc? Or is the dashboard entirely populated from the data entry tabs, where the user manually enters transactions?
This is better than anything else I have seen on the internet. Do you have a suggested way to enter income from selling options in this tracker? Thanks!
Hi Paul! Thanks so much for your comment. I really appreciate it. If you look through the most recent videos I released an Options Tracker. The idea is to combine the options feature with the normal tracker in the upcoming portfolio tracker 3G.
Thank you so much for making this tutorial!🥰 I made my portfolio tracker by following your video. I am wondering that since I bought BND in TSX instead of BND in NASDAQ, is there a way to show current price (column AG) for BND in TSX? The googlefinance auto directs to BND in NASDAQ. Also, my Portfolio tab has trouble showing the current price (column AG) for QQQC.F. Is there a way to fix it? Thank you again!!!🤩🤩🤩
Made one using your instructions.
Glad to see people like you there on youtube who are helping others.
Hello, and good day. Do you have this spreadsheet in Microsoft Excel? I wanted to know before I enter your Patreon.
Very impressive tracker ! I was wondering, how long does it takes for the crypto price to update in the google sheet ? Thank you
you are going to fast in the video. Good Video. I am stuck on Total Cost...any help
Great video. I am thinking of trying to build this however before I start (as it will probably take me days) does this still work particularly with crypto. I have noticed a number of people commenting on other sites about price feeds not working. I would need price feeds from a substantial range of crypto. I have noticed there is now a gen3 but not keen on giving the permission that is required plus I like the option to build it as I learn. I would appreciate your response as I would hate to spend 3 days building and then find that I can't get price feeds for my crypto. Thanks
GREAT JOB. Exactly what I was looking for. But I need help!!! the current prices aren´t loading with this formular: IF(OR(AB3="GBP",AB3="ZAR"),IF(B3="","",IF(AB3=Dashboard!$L$1,AG3,AG3*GOOGLEFINANCE("currency:"&AB3&""&Dashboard!$L$1&"")))/100,If(B3="","",IF(AB3=Dashboard!$L$1,AG3,AG3*GOOGLEFINANCE("currency:"&AB3&""&Dashboard!$L$1&"")))) - anyone who had the same problem?
Hey! It is loading on my end. Is this happening for all your investments or just a particular one? feel free to share it with me via planetfinanceofficial@gmail.com, happy to take a look. Cheers!
This is very useful! btw, I think this tutorial is mostly compatible with US platform. I tried to follow your tutorial but it didn't work for foreign stock. Some stock's name are the same as crypto as well.
Hi Kull, this tracker works for any asset that's available in Google Finance. Please remember to enter the exchange + the ticker to get foreign stock prices. You enter Crypto tickers + the currency you're buying them with to get crypto prices. This way you get the actual crypto price and not a stock price.
@@PlanetFinanceOfficial will try! thanks! :)
How to use Google finance function of Asian stocks in google sheets?
Amazing, thank you! Made one following this video and the only modification I had to make was in the portfolio->current price formula. Since I wanted alt coins current price with CAD only I added a conversion in Col AG to the scrapping piece.
Thanks so much for your comment. Glad it has helped you!!!
Thank you Planet Finance, this is such a brilliant work!
Hey! Thanks so much for your comment, I really appreciate it. Glad you've found it useful!
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I appreciate it. After searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
The fees section is unclear to me. With Revolut when I buy crypto or stock I pay a fee for that, but in your formula, you subtract it when it's sold. Another thing is when I purchase crypto from Revolut, I pay, e.g., 200e + fee(2e), but the crypto bought and worth is 198e, so how should I use the fee column? Or do not use it in this scenario?
Hi Simon, I have provided a list of the alternative formulas you can use for the fee calculation. This is available in the formula sheet and also as a note in the portfolio tracker sheet should you access it via Patreon. Please let me know if you need any help!
very comprehensive. like there is the consolidation of the transaction tab.. been looking for this tutorial to build the stock portfolio tracker.
Do you have any tips on how I could handle Liquidity providing positions in crypto (defi)? For example lets say I have a position that is 50% ETH and 50% stablecoins, could I get that to still be one position but contribute half the position size to my stablecoin allocation and half the position size to ETH allocation? How to handle impermanent loss? Uniswap v3 concentrated liquidity?
Thanks for any input. Great video
Hey! Thanks for your comment. Unfortunately the current set-up does not have capabilities to handle liquidity ditributed between assets. It's only accounting for 100% of the position to be held by an asset. This is a great idea and I'll add it to the list of features to include in an upcoming version. Cheers!
The 365 day trend sparkline function does not work for me. It isn't showing any graph but the formula is accepted and is "working". Any idea on a fix?
Hey, this function only works for tickers available in Google Finance. Unfortunately, it won't work for crypto from coinmarketcap
Hey! I'm facing a problem. I was following your video and creating my portfolio. I created my transaction sheet according to your video. But when I was creating the portfolio sheet and I inserted your given formula in the quantity tab, It is printing "sold all" and showing blank cells in daily change and cost columns. How can I solve this? Looking forward to your kind help.
Hey! It shows sold all when the net amount of quantity = 0. When it's sold all, daily change and cost columns are blank because you cost = quantity * avg purchase price. When quantity = 0, this doesn't show up. Hope this helps and I'm aiming to improve this feature in the next portfolio tracker.
I love this tracker. Very impressive work. I see people already have mentioned that conversion rate should be calcuated on purchase date and again on sell date, and that additional buying and selling from a position should affect the avg price. Also it would be gret to have the option to see both position and total development both last 365, YTD and over all. And be able to compare gains to a index or activa. However the formulas doesn't work and I get an error messages even though everything is set up exactely like you set it up and copy the formulas from your formula sheet. Also, I trade mostly on OSE (Norway) and Google finance doesen't cover that. Yahoo finance does though. How can I add a rollback option to fetch data from Yahoo finance, and where do I do it? But overall it looks great! Thank you in advance!
Not to complain. I am looking for one that works on LibreOffice Calc. So if you know how it works on LibreOffice. I am using Linux mint for an OS. Thanks
Hey! Currently the trackers I've released are all available in Google Sheets. I am planning to duplicate them into Excel in the future. Good to know about libreoffice too. I'll add it to my list of tasks!
Amazing tracker but whenever I put in Crypto Tickers it keeps on saying #N/A. Any idea how to fix this?
Make sure to enter the crypto tickers as they appear in the coinmarketcap URL, let me know how you go!
idk if it will be added in the incoming version. Is it possible to track currency P&L? For ex i bought apple when usd was cheaper and now that im selling in euro I would like it included into the stock P&L
Hey, thanks for your comment. In the next version I've already fixed the issue with currency conversions where it's grabbing the date to get the exchange rate of the particular date in the transaction. If bought in one currency and then sold in another one, the only option available for this is a stock transfer from one platform in e.g. usd and another one in e.g. eur. I can definitely add a section for currency fluctuation p/l but I'm not sure how it could work for selling in multiple currencies as every buy is always assumed to be sold in the same currency. This could be potentially solved through an action where currencies are converted for withdrawal purposes. I'll brainstorm a way to solve this.
Yo bro I noticed something wrong with the rolling quantity.
If you sell a stock/crypto, do you keep the current average price but in fact this is wrong because when you sell something the average cost changes...
Hey Lorenzo, let's check it out together. I can see you sent me an email will reply though there. Thanks!
Hi! I'm making this spreadsheet in excel because I encountered some limitations with google sheets, but when I enter the formula for Rolling Cost I get different results. I've noticed that the =FILTER formula in excel works slightly different than in google sheets. Can you please give me the excel formula for Rolling Cost, or explain how to define the same filter range in excel? Thank you for the video and all the work!
Hey! Thanks so much for your comment, I really appreciate it. The purpose of the filter formula in the cost basis calculation is to search for the latest value in all previous entries with a condition connected to the ticker. At the moment I'm not able to replicate it in Excel but if you give me some time I'll be able to come up with something. I'll get back to you asap
@@PlanetFinanceOfficial Thank you for the fast reply. Sure, I'm looking forward to your solution.
I also found that the quantity formula in the portfolio tab is too long for excel, because the number of characters in a formula is limited to 8192. From what I've read there is no other work around to the character limit than to evaluate the criteria using one of excel's other available functions like LOOKUPS, INDEX, COUNTIFS, etc.
@@constant1ns Hey! I still haven't found a way to do it in Excel, currently the focus of these trackers is in Google Sheets. For the quantity formula I would recommend potentially removing one of the conditions for asset class and removing the stablecoin functionality. Feel free to send me your workings via email and we can work together on your Excel template!
@@PlanetFinanceOfficial Hi! Thank you for trying to find a solution. I've figured it out today. I use =IF(ISBLANK(A3),"",IFERROR(IF(H3="Sell",VLOOKUP(9^99,FILTER(P$2:P2,D$2:D2=D3),1),(VLOOKUP(9^99,FILTER(P$2:P2,D$2:D2=D3),1)*VLOOKUP(9^99,FILTER(O$2:O2,D$2:D2=D3),1)-N3)/O3),J3)) for the rolling cost. For the quantity formula I used array constants. Let me know if you want the formula. I will contact you via email if I have any further questions. Cheers!
Hello,
I subscribe in your patron and I took it, I have a problem, it tell me I have some realised profit/loss but I didn’t sell yet anything
Hey! Happy to take a look at your spreadsheet please email me at planetfinanceofficial@gmail.com
This is the spreadsheet I've been looking for years for - able to aggregate all my brokerage accounts in one sheet! I think I've found an issue with it though. The Rolling Cost Controls section does not seem to handle DRIP transactions correctly. A DRIP is a purchase of additional shares with dividends, but the Rolling Cost Controls section does not update the Rolling Quantity or Rolling Cost columns when using DRIP as an Action. It DOES seem to flow correctly to the Portfolio "Quantity" column. Can you update this formulae please?
Hey! Thanks so much for your comment and feedback. This is a known issue that I'm currently solving. I'm actually applying it in the Portfolio Tracker 3G being released in about 2 weeks. Stay tuned!
I have a question regarding this tracker. I've followed along and made the tracker from scratch and I've recently sold a position in a stock however the stock still comes up in the first two charts even though I own 0 shares of it. The stock also appears in the best/worst performer section which is annoying as I want to see the data on the stocks I actually own. I was wondering if there was a way to fix this issue?
There is a way to fix this issue and it's with a ROUND formula. It's a problem with GSheets that even though you bought an amount and sold the exact amount, the decimal places still show numbers. Give it a try or feel free to share you spreadsheet with me! Cheers, PF
Love the tracker. Does it work for Canadian stocks?
Hey Shane, thanks so much! Yes it does, just make sure to enter the exchange symbol as shown in Google Finance. E.g. TSE:SHOP
@@PlanetFinanceOfficial Can I just pay a one time fee to access the tracker or do I have to pay monthly. Sorry but I am new to this in Canada.
@@shanepereira9433 Yes, you can join the Patreon, download the trackers and stop the subscription. This is why I charge upfront, for those who simply want to access once without getting access to the future improvements. Hope this helps!
Great video. Thanks a lot.
Can I as what platform do you use for ETFs ?
All right, I noticed the anwser to my question :)
Can be available Indian market
very nice work! just one question, how would you handle swaps? for example, if i swapped 1 BTC to ETH etc.
Thanks so much! Unfortunately I have not been able to create a feature for swaps yet. I did manage to do it with stablecoins but the next step is to do it with crypto to crypto swaps. Stay tuned!
In order to edit the color of a sparkline, it appears the color code needs to be in the formula. Is there a way to add something like that to the formula for the Rolling Quantity column in the Transactions tab? So if the cell is blank, then it gets filled with a color?
Hey Dave, thanks for your comment. I applied conditional formatting to columns on the right hand side of the Transactions tab. The condition is if the cell is not empty, add a colour of your choice. Let me know if you need further help! Cheers
Hi! What not to use any special app for that?
There are special apps for this and anyone can use them. However, there's value in having your own customisable tracker in a private sheet that doesn't sell your data to other companies like most apps do. Unless I'm wrong, Google doesn't read your private sheet content and uses this data for their gain... Also, these trackers are generally built for anyone in the world to use. Most apps either have specific brokerages/banks attached to them to track budget/investments and might not include assets from many of the existing exchanges.
Hello execelent work ! one question : how can i set etf tickers ? such as ishare lyxor ecc?
Hi Luca, you would need to use the Google Finance ticket available for the ETF including the exchange symbol (E.g. LON). If you can't find the ticker in Google Finance then find it in Yahoo Finance and utilise the script available in the formula sheet or the ready-to-use tracker from Patreon. Anything else you need feel free to email me!
can you send a link to download the excel
what if we just click on a link to download?!!!!🤔🤨
@@pedro_miguel_cotrimExcel file not available
@@pedro_miguel_cotrim Did not available excel file link
@@pedro_miguel_cotrim can not be available excel file
@@pedro_miguel_cotrimI can not download sample file & can be available indian share market?
Amazing work!
Hi,
Very nice portfolio tracker.
Can you please throw some light on how you computed "Return Hourly Salary" in the Stats in the Dashboard
Hi Nilesh, thanks for your comment! I used the following formula: =(D4)/(40*52). D4 being the return that you've gained in your portfolio.
@@PlanetFinanceOfficial Means 40 hours per week
@@nileshtodarmal8198 Correct
Hello, Im currently making this spread sheet and im facing a problem I put the formula for AVG.Purchase Price in the Portfolio Tab but gives me the symbol #N/D. =IF(ISBLANK(AD3),"",VLOOKUP(9^99,FILTER({ROW(Transactions!P:P),Transactions!P:P},Transactions!D:D=AD3),2)) I copy this exact formula but gives me the following error (FILTER has unmatched range sizes. Expected row count: 4000; column count: 1; actual line count: 2000; column count: 1.) What can I do? Thanks
Hi Bernardo! This error might be occurring if you entered the rolling cost and rolling quantity columns incorrectly in the Transactions tab. Also, make sure to have dummy transactions to see if it's working. If the issue still persists feel free to email me with your spreadsheet and I'll be more than happy to take a look! Cheers
Hi Bernardo! Did you manage to solve the problem? Unfortunately I had the same problem. I've been trying for hours to figure out what the problem is, but I haven't been able to solve it.
@@gabormesko933 I just follow what planet finance said in his respond to my comment
@@bernardodeaguiar3759 Thank you very much for your reply. Unfortunately, I may have a different problem. The transaction tab looks exactly the same as in the video (column O = rolling quantity, column P = rolling cost). The only difference is that I typed the words in my own language, but I don't think that's a problem. There might be a mistake with the number of rows. On the transaction tab there are 1000 rows and the formula mentions 2000 rows. Anyway, thanks for the reply :) I seem to be too lame for this formula :)
@@gabormesko933 Hi Gabor. Just saw your email enquiry. I'll reply through there as you've shared your spreadsheet with me. Cheers!
Great tracker. Keep up the good work.
I just bought this spread sheet, but whenever I add in my transactions, it marks the quantity as "sold all" in the portfolio tabs and doesn't show on the dashboard even though I haven't sold anything. I'm not sure where that's pulling from. I think it may have to do with the quantity formula since I edited the options available (I added Index Funds and Mutual Funds).
Hi Tesla, yes you are correct. If you added new asset classes the quantity formula will also need to be edited to capture those specific ones too. Let me know how you go and if you need help editing the formula I'm happy to help!
@@PlanetFinanceOfficial Since I don't know what I stable coin is, I copy and pasted your formula and then replaced all of the "Stable Coin" with "Index Fund" and got it to work. Thanks!
@@Tesla-Cannon Amazing, that should work. Stablecoins are mainly for when you trade cryptocurrencies and might use a proxy for a legacy currency. E.g. USDT.
really good job. im sure lots of people will benefit from this one. however, ive grown attached to the first one. GREAT WORK!
Thanks so much Sam!
Sam, i was very attached to V1 and had a lot of doubts to transition to V2, but after seeing the benefits i made the jump... it took me a few hours but to be honest transferring the data from the transactions sheet which is the most important and critical was relatively easy after you understand the fields...
✔️ ???????
Beginning yesterday morning, all of the crypto prices are "NA". I've tried to input the ticker several ways with no success. Any ideas?
Hi Erick, thanks for letting me know. Several users have reported this already and I'm trying to find a solution.
@@PlanetFinanceOfficial Any solution to this yet? I seem to have the same issue.
@@xnface Hey, make sure to enter the crypto names in lower case. The webscraping no longer works with capital letters. Let me know how you go!
@@PlanetFinanceOfficial Yeah, I actually tried that earlier and made it work, but still thanks for the info. Other people will surely find it helpful.
@@PlanetFinanceOfficial another question did come up if you don't mind. Any idea on how I get the gold current gold price to be shown in the portfolio tab? Google Finance doesn't seem to have the gold price.
How do we get this tracker?
Hi Sharath, if you don't want to follow the tutorial and build it yourself you can access the Patreon link and download the ready-to-use tracker in multiple themes from there. Cheers!
@@PlanetFinanceOfficial could not find any of that in the link. can you share the link there are so many trackers and none if unlocked
@@sharathsimha1985 www.patreon.com/planetfinance
i would like to buy this tracker?? is my only option to do monthly payments?
Hi Tony, you can join the Patreon, access the tracker and stop the membership if you desire. The tracker will still be yours. This is why I charge upfront. Hope you like it and please let me know if you need help with anything else!
@@PlanetFinanceOfficial GREAT will sign up now
i have the sheet. one issues is on the crpto tracker transation. price and fees dont tally up in the total? so say i paid 50 and fee 8 the total is still 50? when actaully only got to have £42
@@tonytones843 Hi Tony, if you check the Total column I've entered a note with a list of formulas that you can use depending on your scenario. The standard function just applies the fees to sell and withdrawal transactions but there is a formula that applies it to buy transactions. Let me know how you go!
@@PlanetFinanceOfficial i found the notes.. but if i keep cvhanging the formula does this not mess you the transactions altogther as il have buys,sells,withdrawlas,deposits all with in this infroamtion and each time it will be changing the outcome? would it not make sence for me to add another fees colume. one side for buys/depsoits and one side for sells/withdrawls
i dont know how to do any of this just and idea lol
Really good tracker... i currently use version 1 and will be upgrading to 2G later this week... quick question... when will you be adding options to the tracker??
Thanks so much for your comment Diego! My next tracker will be an Options tracker. Once I get feedback on it I will then add options to a 3G version.
How do you do Splits. For instance Shopify recently split. Before the split it was $360. After the split it was $36. It is throwing my calculations off
Hey Jay, unfortunately splits need to be manually done. If you have previous transactions before the split, you will need to change they quantities and prices manually. Hopefully I can figure out a way to automate this in the upcoming version
Quick query... The Income Breakdown table works fine, but the order of the months are display in disorder that makes the Dividend income graph be a bit crazy... any chance you can tell me why the order is not working? i'm using the formula =UNIQUE(QUERY(Transactions!$A$3:$W, "Select U where V contains '"&$O$36&"'"))
Hi Diego, thanks for your comment! The order at which the months are shown is dependant on the order of your transactions. If you enter a dividend in June 2022 but thereafter a dividend in May 2022, the dividend in June will show first and then the one in May, following the sequence of your transactions. I recommend you enter your transactions in order by date.
If this is a problem, I appreciate your feedback and I will come up with a table/chart that just displays all the months regardless of the order of the transactions. I'll include this in the upcoming 3g portfolio tracker!
Hi Sir,
=IFNA(IFERROR(IF(AD3="","",GOOGLEFINANCE(AD3,"changepct")/100),(GOOGLEFINANCE(AD3)-(INDEX(GOOGLEFINANCE("CURRENCY:"&AD3&"","price",TODAY()-1),2,2)))
can u please give us the formula for coinmarketcap...as google finance is not supportive of some coins and the ticker slots giving an error ..
Hello! Unfortunately we won't be able to get the change percentage for cryptos, hence why it shows as blank in the results. I will explore a way to get it from coinmarketcap for the upcoming portfolio tracker. Thanks!!