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Re:Investment Portfolio Tracker – automated portfolio return... by getToTheChopin on Thursday April 04, 2024 @08:03AM (#39929293)
Free google sheet template with the following features:

- Uses Google Finance formulas to automatically pull the current share price of your investments daily

- Calculates the $ and % return of your portfolio between any range of dates

- Comparison of your portfolio’s performance versus the S&P 500 index and any custom benchmark of your choice

- Dividend tracking

- Reporting on realized gains (super helpful during tax time!)

- Flexibility to group your investments into custom categories (e.g., domestic stocks, international stocks, bonds, etc.)

- Tracks assets in multiple countries, and converts all values into one common currency

- Automated re-balancing calculations versus your target asset allocation

- Supports up to 250 stock tickers, 10 investment accounts, 25 investment categories, and 5 currencies

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