Ultimate Google Sheets Portfolio Tracker | Multi-Currency Stocks & Equities Model
Track stocks across brokers and currencies in Google Sheets, with live prices, realised and unrealised P&L, and allocation by sector and country.
£7.50
About this template
Master Your Portfolio with Institutional-Grade Analytics
Managing a modern stock portfolio across multiple brokers, sectors, and currencies can quickly become a spreadsheet nightmare. The Ultimate Google Sheets Portfolio Tracker is a plug-and-play solution designed to give retail investors the data accuracy of professional trading desks.
Powered by automated Google Finance live data, this dashboard eliminates manual data entry. Simply log your transactions, and watch your entire net worth, asset allocation, and performance metrics update in real time.
Core Features & Capabilities
- Global Multi-Currency Engine: Set your home portfolio currency (USD, GBP, EUR, CAD, AUD, etc.). The model automatically calculates conversions behind the scenes, allowing you to buy international assets without messing up your local balance sheet.
- Smart Account & Broker Register: Track your available cash balances, deposits, and withdrawals across different platforms like Trading 212, Robinhood, WeBull, or Free Trade simultaneously.
- Dynamic Live Watchlist: Just type in a ticker symbol. The sheet automatically populates Year-to-Date (YTD) returns, 52-week highs/lows, and a clean, visual 52-week sparkline price chart.
- Advanced PNL Mathematics: Unlike basic trackers, this model dynamically adjusts your average cost basis when you buy and sell. It accurately separates your Realized PNL (locked-in profits) from your Unrealized PNL (paper gains) so you always know your exact tax positioning.
- Custom Categorization: Easily tag your assets by Custom Category (e.g., Growth, Dividend, Blue Chip), Sector (e.g., Tech, Automotive), and Country for flawless diversification visuals.
What’s Included in the Download?
- Dashboard Hub: A clean overview of your total portfolio value, growth over time, and core performance metrics.
- Account Register Tab: Your central hub for tracking cash flow, deposits, and platform-specific balances.
- Dynamic Watchlist Tab: An automated stock screening page featuring built-in 52-week visual charts.
- Transaction Ledger: A simple, double-click calendar-based log to record your buys and sells seamlessly.
Technical Requirements
- Platform: Google Sheets (Free to use). Note: This model is specifically built to leverage Google Finance formulas and will not function correctly if exported to Microsoft Excel.
- Skill Level: Beginner-friendly layout with advanced formulas completely pre-configured. Just plug in your tickers and transactions!
Why choose this template? Built by an investor, for investors. This framework has been rigorously tested and refined to ensure your performance tracking is dynamically accurate, completely scalable, and visually stunning.
Need help setting it up?
Your download includes access to our exclusive video tutorial series, guiding you through the model setup from scratch so you can get tracking in less than 5 minutes!