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Stock & ETF Portfolio Tracker Tutorial | Automate Your Investments in Google Sheets — MarketVault
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Stock & ETF Portfolio Tracker Tutorial | Automate Your Investments in Google Sheets

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Stock & ETF Portfolio Tracker Tutorial | Automate Your Investments in Google Sheets Track your stocks and ETFs all in one powerful Google Sheets tracker! This step-by-step tutorial shows you exactly how to use our Stock & ETF Portfolio Tracker to simplify your investment management and stay on top of your performance. 📥 Access the tracker through this link: https://tinyurl.com/3ph5367r ✅ Included in This Spreadsheet • Setup Tab – Quickly configure your portfolio preferences and get started in minutes. • Dashboard – View a real-time overview of your portfolio value, allocation, returns, and key performance metrics. • Transaction Log – Record all buy, sell, and dividend transactions in one structured and organized table. • Transaction Filter – Easily sort and filter transactions by date, ticker, or type for faster analysis and tracking. • Portfolio Holdings – Monitor your current positions, cost basis, market value, and unrealized gains/losses at a glance. • Performance Tracker – Analyze your portfolio performance over time with detailed metrics and insights to guide your strategy. • Dividends Tracker – Track dividend income, view payouts by stock, and estimate your annual dividend earnings. • My Watchlist – Keep track of potential investment opportunities and monitor stocks before adding them to your portfolio. • Stock Research Tab – A dedicated space to analyze stocks, track key metrics, and organize your investment research. ✅ TIMESTAMPS 00:00 Intro 00:26 Tabs Protection 00:49 Setup Tab 01:25 Transaction Log 02:20 Transactions Sort & Filter 03:07 Portfolio Holdings 03:45 Performance Tracker 04:15 Dividends Tracker 04:33 My Watchlist 05:10 Stock Research Tab 05:48 Dashboard Ultimate Annual Budget Spreadsheet Tutorial: https://www.youtube.com/watch?v=DoyUqhwEfuA Ultimate Task Tracker Spreadsheet Tutorial: https://www.youtube.com/watch?v=5MdETJQkSgU Inventory & Sales Tracker Spreadsheet Tutorial: https://www.youtube.com/watch?v=QLZYuU7LPwM ⦾ Copyright Notic

Added 5 May 2026