Sample Portfolio Tracker in Google Sheets

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A few people were looking for a way to track their portfolios. Here is a sample tracker I have built on google sheets complete with charts, relative performance, asset allocation, portfolio and industry weights. I have not opened the sheet as ready to use as I believe such trackers should be built custom to ones need. The sheet will require adjustments, inputs from the owner from time to time as the portfolio changes. If you will just start using mine you will always be breaking the formulae, references etc. I advise to take this as a template and make it your own.

https://docs.google.com/spreadsheets/d/1IH9uTwLo2Ks-Du8RBWEx2xjFCPLX1iXLRcXDIGUuSJM/edit?usp=sharing

Disclaimers:

  1. The stocks in the sample tracker are picked at random, please do not consider the stocks, and their weights as investment recommendations.
  2. The returns shown in the sample are fictitious and no attempts are being made to solicit investment capital from anyone based on such fictitious returns.

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Abhinav Mehrotra

Abhinav Mehrotra

Abhinav focuses on long-term positions in deeply moated businesses in the Indian equity space. He seeks momentum in the business model of a company and in the space in which it operates.
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