Stock Portfolio Tracker With Google Sheets [step-by-step] | Daniel JC | Skillshare

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# Stock Portfolio Tracker With Google Sheets [step-by-step]

## Watch this class and thousands more

Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

## Watch this class and thousands more

Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

### Lessons in This Class

15 Lessons (1h 27m)

1:24

0:46

7:10

11:05

7:10

2:40

7:49

12:21

12:31

4:18

5:03

4:19

4:30

5:30
• ### 15. Outro

0:39
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Project

Have you ever wondered how people build cool spreadsheets to track their investments? Well, you have come to the right place!

My name is Daniel and I run a mid-sized YouTube channel on investing (if you're curious, its called The Fire Grind). The purpose of this course is to share step-by-step, how to build a portfolio spreadsheet tracker from scratch! I use plenty of formulas in order to automate a lot of the manual repetitive data entry so that you can save minutes, if not hours of time each year. I'll walk through how each formula works and the great part is, you can then use these formulas to create new metrics and visualizations. Other applications which these formulas can be used are in budgeting, signup lists, and logging gaming data.

I've spoken a lot about formulas but haven't told you what they are. So here lets talk about that. By the end of the course, you should have a good understanding of how to use VLOOKUP, GOOGLEFINANCE, SUM, ISBLANK, ISODD, ROW, IF, IFERROR, SUMIFS, basic arithmetic and string manipulation.

I believe the best way to learn is to learn by doing. So follow along as we start from scratch. Lastly, always remember, google is the best place to search if you are looking for supplemental information on a formula.

### Daniel JC

Financial Teacher

Teacher

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