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Track your Investment Portfolio using Google sheet

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1 module

Lifetime access

Efficiently track and manage your investment portfolio using Google Sheets

Overview

This course will teach you how to effectively track and manage your investment portfolio using Google Sheets. You will learn how to create a portfolio tracker, import financial data, calculate portfolio performance metrics, and visualize your portfolio's performance trends. By the end of this course, you will have the skills to monitor and analyze your investments more efficiently.

Key Highlights

Learn to create a comprehensive portfolio tracking system

Import financial data from various sources

Calculate key portfolio performance metrics

Visualize portfolio performance trends

Gain insights to make better investment decisions

What you will learn

Learning Outcome 1

Create a portfolio tracker in Google Sheets with real-time data synchronization

Learning Outcome 2

Import financial data from popular sources like Yahoo Finance and Google Finance

Learning Outcome 3

Calculate portfolio performance metrics such as ROI, CAGR, and volatility

Learning Outcome 4

Visualize portfolio performance using charts, graphs, and interactive dashboards

Learning Outcome 5

Apply advanced techniques like conditional formatting and data validation to enhance your portfolio tracker

Modules

Create portfolio from google sheet

1 attachment

Track your investment

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Enrolling in a course is simple! Just browse through our website, select the course you're interested in, and click on the "Enrol Now" button. Follow the prompts to complete the enrolment process, and you'll gain immediate access to the course materials.

Can I access the course materials on any device?

Yes, our platform is designed to be accessible on various devices, including computers, laptops, tablets, and smartphones. You can access the course materials anytime, anywhere, as long as you have an internet connection.

How can I access the course materials?

Once you enrol in a course, you will gain access to a dedicated online learning platform. All course materials, including video lessons, lecture notes, and supplementary resources, can be accessed conveniently through the platform at any time.

Can I interact with the instructor during the course?

Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.

About the creator

About the creator

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