Portfolio Sheet


Manage Your Investment Portfolio In A Free Spreadsheet!

Portfolio Sheet is a free spreadsheet to help you manage your financial investments. Below are a few feature highlights. To learn more and get a copy, click any of the menu links to the left.

General

The spreadsheet is powered by the Google Sheets platform.
Copied 1000s of times and used daily by investors around the world.
Comprehensive spreadsheet with over 30 separate sheet tabs.
Over 30,000 lines of custom apps script coding in easy to update library.
All additions, edits and deletions synchronized across all sheet tabs.
Support for unlimited accounts, symbols and transactions.
Customize over 400 sheet and script settings.
Change the sheet appearance with your own or shared sheet themes.
View transactions and rankings of other sheet users who have shared.
No personally identifiable information required to use sheet.
Truly free, no hidden fees or advertising.

Market Information

Market overview with multiple regional indexes.
Over 70 futures contracts up to 12 months out.
News feeds for symbols and multiple news categories/sources.
Charts from 5 different sources.
Detailed quotes in sheet or sidebar.
Historical stock data.
Convert currencies. Show major, minor & exotic pairs.
Create your own watchlist.

Your Investments

- Accounts

Support for unlimited accounts.
Dedicated sheet tabs auto created for each account.
Separate all accounts sheet tab shows investments from all accounts.
Separate summary sheet tab shows summary from all accounts.
Hide inactive accounts.
Specify order of data on account sheets.
Auto resort data after each data update.
Allocation of each account by equities, bonds and cash.
Automatic account history and chart.

- Symbols

Support for unlimited symbols.
Symbols sheet prevents duplication of data on transactions sheet.
Specify security type, notes, URL, sector, industry, high/low targets, rating & more.
Auto lookup of URL, sector, industry and ratings.

- Transactions

Add buy, sell, split, tax, fee, dividend, interest and cash transactions.
Auto retrieve dividends.
Multiple accounting and cost basis methods.
Support for cost basis, average basis, FIFO, LIFO & specific shares.
View transactions other users have chosen to share.
View rankings of users who have chosen to share.
Automatic tracking of short and long term shares, gains & losses.
Estimates of taxes owed on short & long capital gains.
Search transactions by account & symbol.

- Market Data

Over 50 columns of market data.
Automated market data updates from multiple sources.
Adjust market update frequency.
Get price target email alerts.
View your most active holdings.
Most actives by % or $ gain/loss, volume, trade date.
Dashboard sheet with over 15 charts of sheet data.

Utilities

Support for automatic updates.
Support for hotfixes to quickly fix issues.
Beta and stable sheet versions available.
Change log to document all sheet changes.
Support for automated backups of your sheet.
Option to backup in PDF and CSV formats.
External dependent sheets mirrored for maximum uptime.
Check sheet health of all external dependent sheets.
Ability to change mirror used of an external sheet.
Report, view and vote on issues.
Submit, view and vote on suggestions.
Script log to troubleshoot scripts taking too long.
Error log to troubleshoot script function errors.
Sheet containing useful investing links, add your own.
Option to temporarily auto share sheet with support on errors.
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