├── .github └── FUNDING.yml ├── assets └── images │ ├── bmc-button.png │ └── screenshot.png └── README.md /.github/FUNDING.yml: -------------------------------------------------------------------------------- 1 | buy_me_a_coffee: danbuchal 2 | -------------------------------------------------------------------------------- /assets/images/bmc-button.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/danbuchal/portfolio-tracker/HEAD/assets/images/bmc-button.png -------------------------------------------------------------------------------- /assets/images/screenshot.png: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/danbuchal/portfolio-tracker/HEAD/assets/images/screenshot.png -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | ![screenshot](assets/images/screenshot.png) 2 | 3 | # Portfolio Tracker 4 | 5 | Portfolio Tracker is a free Google Sheet designed for asset allocation tracking and simplified rebalancing. 6 | 7 | Download the latest version: [Releases](https://github.com/danbuchal/portfolio-tracker/releases) 8 | 9 | ## Key Features 10 | 11 | * **Interactive Dashboards:** Visualize your asset allocation and accounts at a glance and gain valuable insights into your portfolio's composition. 12 | * **Near Real-Time Quotes:** Stay up-to-date with market data (delayed up to 20 minutes). 13 | * **Organized Table Views:** Pre-defined views help you quickly analyze your holdings from different perspectives. 14 | * **Collapsible Column Groups:** Show or hide detailed information as needed, keeping your view clean and focused. 15 | * **Multiple Classes / Asset**: Track allocation of funds/assets having more than one asset class (e.g. Target Date Funds). 16 | * **Completely Free:** Portfolio Tracker is FREE to use. 17 | If you wish to support its development, buy me a coffee! 18 | 19 | [![buy me a coffee](assets/images/bmc-button.png)](https://buymeacoffee.com/danbuchal) 20 | 21 | ## The Story Behind Portfolio Tracker 22 | 23 | Over ten years ago, I created the first version of Portfolio Tracker for my personal use. I shared it with Rob Berger (former owner of DoughRoller), and the response was *incredible*! He generously shared it with his audience, and it became the top Google search result for "[Best Investment Tracking Spreadsheet](https://www.google.com/search?q=best+investment+tracking+spreadsheet)". 24 | 25 | Rob has featured Portfolio Tracker in many of his articles, podcasts, and YouTube videos. Most recently, he highlighted it in his YouTube video, [3 Essential Tools to Evaluate Your Investment Portfolio](https://www.youtube.com/watch?v=jP55dUHlIM4&t=888s). 26 | 27 | You can also find his article [here](https://robberger.com/investment-tracking-spreadsheet/). 28 | 29 | ## Reimagined for Today 30 | 31 | Leveraging the latest features available in Google Sheets, Portfolio Tracker was completely rebuilt from the ground up in late 2024. This new version offers a more powerful, intuitive, and flexible way to manage your portfolio. The goal remains the same: to provide you with clarity and control over your asset allocation. 32 | 33 | ## Stay Updated 34 | 35 | Be sure to star this repository to stay up-to-date! 36 | You will find new releases [here](https://github.com/danbuchal/portfolio-tracker/releases). 37 | 38 | ## Feedback Welcome! 39 | 40 | I value your feedback! Please [contact me](mailto:portfoliotracker@buchal.dev) with: 41 | 42 | * Feature requests 43 | * Comments 44 | * Questions 45 | * Issues / Bug reports* 46 | 47 | *Issues may be also be submitted [here](https://github.com/danbuchal/portfolio-tracker/issues). 48 | 49 | ## Important Disclaimer 50 | 51 | * I am not an investment professional. Portfolio Tracker does not provide investment advice or recommendations. 52 | * The accuracy of calculations is not guaranteed. Please [report any errors](mailto:portfoliotracker@buchal.dev). 53 | * The sample portfolio is for illustrative purposes only and is not a recommendation. 54 | * Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice. 55 | * Conduct your own research before making any investment decisions based on information from Portfolio Tracker. 56 | 57 | --- 58 | v2.1.1 --------------------------------------------------------------------------------