Google Sheet Portfolio Tracker

What it does

Track all your Indian stock market investments in one place with this powerful Google Sheets portfolio tracker. Monitor Stocks, Mutual funds, and ETFs with automated XIRR calculations and benchmark comparisons.

Track your stock market investments in one place with this powerful Google Sheets portfolio tracker. Monitor Stocks, Mutual funds, and ETFs with automated XIRR, benchmark comparisons, Short Term and Long Term Capital gains calculations

Added Feature: 1. New "Allocation" sheet tab for Market Cap Categories with Drift Alerts. 2. New "Activity" sheet tab to view monthly investment activity with a quick filter option. 3. Added a new "Market Cap" column in the Portfolio sheet. 4. Option to Flatten and Unflatten formulas in the Transactions sheet. Flatten converts heavy formulas of old transactions into static values for better performance, while Unflatten restores the formulas when needed. 5. Added more categories to the Capital Gains Summary section. Tweak: 1. New colorful design for Email Alerts. 2. Option to switch the "Realized Gains" column to "Avg Cost" in the Portfolio sheet. 3. Replaced the "Dividend Income" chart with…from ugandarteja.in

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