This is the manual for the investment tracker.
Before you start reading, this manual applies to the investment tracker v.1.0. If you are interested in the manual for the most recent tracker, then visit this page.
In the setup sheet, perform the following actions, in these order:
- Step 1: Fill in your data in the account box. For example, enter different brokers and/or exchanges.
- Step 2: Fill in three categories of your choice. Do not change the last category and leave it as “Deposit”. Make sure the first category is cryptocurrency related. Examples of categories: cryptocurrencies, short-term investment and long-term investment.
- Step 3: Go to the History sheet. Take a look at how the data has been entered. Then delete column A up and till E. Leave column “F”. This column automatically calculates the average price based on your total purchase costs and the amount of shares. Also delete column “G” and “H”. Now fill in the history sheet with your transaction history. Your broker often provides this data. Add any fee’s to the total purchase cost. If necessary, you can use the sort option at the top to sort the data based on date or any other column of your choice.
- Step 4: Go back to the Setup sheet. Fill in the “Cryptocurrency” box as listed in the example. This box is necessary for the cryptofinance function, which is used to create a sparkline on your dashboard. The funciton has a limit of 25 requests/day. If you do not see any sparkline show up on your dashboard, it’s because you have reached your limit.
- Step 5: Fill in the currency you wish as output for your portfolio in the “Main currency” box. For example, chose “USD” if from the United States or “EUR” if from Europe.
- Step 6: Fill in the original currency in which you purchased the stock in the respective box.
The video below shows how to perform these steps. It has one additional step which has been removed in the most updated tracker, making the setup even easier!
Manual for the investment tracker
- Once you enter the data in the history sheet, the function “MyPositions” will automatically enter the assets you currently own in the sheet “Positions”.
- Furthermore, it will automatically calculate how many shares you own of every asset and the average price you paid for it. If you sell a certain asset, it will use the FIFO method to sell the asset. If you no longer own any shares of the asset, it will be automatically deleted from the sheet “Positions”.
- The rest of the data in the sheet “Positions” should be calculated automatically.
- The data on industry and sector is extracted from fidelity.
- The live price of cryptocurrencies is extracted from coingecko through the IMPORTHTML function.
- There is an auto-refresh function for the IMPORTHTML which triggers every ten minutes. Google finance refreshes every twenty minutes. However, if you prefer a different time trigger then you can change it.
- The portfolio return will calculate the relative return of every asset and visualise the effect on your portfolio
- The spreadsheet is created on a 27 inch laptop with 2k resolution. If it does not fit your screen, try changing the zoom through view.
Manual for the investment tracker
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Last updated: 9-7-2021