Portfolio Tracker - For Individual Investors - Google Sheets Template
Stay on top of your investments like a pro — no coding or premium APIs needed.
The Portfolio Tracker refreshes Pakistan Stock Exchange stock prices automatically and tracks your gains and losses.
All in Google Sheets, simple, secure, and ready to go.
Built specifically for PSX, Pakistani Mutual Funds and designed for solo investors. For anyone who wants real-time portfolio tracking with the peace of mind of owning their data.
No app logins, no databases. All data is yours, safe and secure.
🚀 Main Features
➡️ Automatically updates PSX stock prices
➡️ Calculates profit, loss, and portfolio performance
➡️ Dashboard with P&L, Monthly performance, Sector Allocations and more
➡️ Fully editable and customizable
➡️ Sends email alerts when your price targets are reached
➡️ Compatible with both personal and business Google accounts
If you have any questions or suggestions about the template, reach out to me on my email:
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Hope you get some good use out of the sheet!
Disclaimer:
Quotes are not sourced from real-time market and maybe delayed. Information is provided 'as is' and solely for information, not for trading purposes or advice.
All data in the sample sheet is for illustration purposes and not financial advice. Always DYOR.
Future updates are planned and are a part of your purchase. However, no timeline is committed or promised.
You will get the link to the Portfolio Tracker with instructions to use in your email.