Investment Tracker
Your investments, effortlessly visualized.
It always baffles me how so many investment platforms make it absurdly hard to visualise how your stocks are doing. Perhaps it's in their best interest to make it as unintuitive and ambiguous as possible so you don't know the exact amount you've gained or lost.
Also, as a somewhat risk-averse investor, I put a lot of effort in ensuring my holdings are diversified across multiple industries. Most brokerages or apps don't show such information.
That's why I decided to track the performance of my investments myself with my very own tracker on Google Sheets.
Features:
- Automated Overviews & Charts
- Full Transaction Logs
- Dedicated Dividend Dashboard
- Detailed Stock Breakdowns
- Supports SG stocks, US stocks and LSE UCITs
How it Works:
1. Purchase (Click on the "Download Template" button!)
2. Access Template (Copy template to your own Google Drive)
3. Set-up (Follow the comprehensive written guide on the "Read More" tab)
4. Profit!
Projected Roadmap
Current Version: V2.0
Supported Exchanges:
US: NYSE, NASDAQ, AMEX, OTC
EU: LSE, XETRA, EURONEXT
AS: HKSE, Shanghai, Shenzhen, TYO
AU: ASX
OTHERS: MCX, SIX, OSE, TSX, NSE
SG (Newly Added): SGX
Future Plans
V2.1: Add more currencies and stock groups for different markets
V3.0: Add Crypto compatibility