Using Google Sheets to Track Portfolios

Our portfolios took a hit in early February 2018 with the rest of the market.  Since then the portfolios have mostly rebounded as you can see below.  The results are slightly skewed between 2/9 and 2/25 because I found ~ $2000 in additional funds in portfolio 2 due to an error since IBB had split and I recently updated the cash counts for each portfolio which probably added another $1000 net across all 8.  But even with those items adjusted out, we are over $6000 above where we are right after the market drop.

These are long term portfolios and we expect variability, especially after a long bull market.

The portfolios are viewable within a consolidated portfolio tracker which is updated as the market moves via the formulas in Google Sheets. We also have analytics for each portfolio that shows pricing vs. 52 week high, dividend categorization, US / foreign, and sector data.

For each individual portfolio, they have their own google sheet which I just finished updating. Much of the analytics comes from the consolidated summary – I update a point of view on each stock there once and it “cascades” through all the sheets. I am now to the point where each sheet just has to update buys / sells, dividends, and cash balances and the rest comes from the main consolidated tracker.

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