I really enjoy working with Google Sheets and the Google Finance portfolio functions. Recently I moved tracking from excel to Google Sheets and sent links to the beneficiaries so that when they open the file, the stocks update automatically. I made 8 of these sheets and sent them to each individual beneficiary, and learned a lot along the way.
There still is some manual and redundant work done within each spreadsheet and for me to track performance, I had to open each sheet individually. Thus I went to work and built a summary sheet that taps into each of the 8 individual portfolios and shows performance against a 4/30/17 baseline (I just hard coded that baseline).
Recently I expanded that model to take each individual stock in any portfolio and make a consolidated view that included 1) sector information 2) US vs. Foreign 3) Yield 4) description of stock and reason for buying. Now I can update that table in one place and re-do each of the portfolios 1-8 so that these fields are updated and consistent across each portfolio (I still have to do that, but I will in the relatively near future). Here is a link to the data in PDF form.
|Portfolio||5/15/17||4/30/17||Change $||Change %|