How do you track your stocks and shares?

I created a Google Form which asks for transaction data which it then saves in a sheet in the workbook. The individual pages for each person then only counts the transactions for that person.

It’s probably easier to show you.

A page of the form

A sample of the submissions

Part of the reason it asks which market is to ensure the Googlefinance function gets correct data. It uses that field to call the correct stock and also to convert dollar values into GBP for an accurate valuation.

It’s not the prettiest solution but it does the job for someone (like me!) who’s just playing around.

I like your one, especially the colour scheme (great minds!)

Regarding Google prices I’ve not seen them 24 hours out of date, at most around 20 minutes or so. Certainly good enough to get a rough idea of progress.

it all depends on what you’re looking for. I just wanted to have a better calculator about my own performance to assess my stock picks as I found the Freetrade app to lack in some areas there. I also wanted a way for my small group of friends to compare against each other in one place.

Your spreadsheet seems focused more on in-depth analysis around statistics of each stock and probably more professional!

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