Скачать с ютуб Google Sheets Master Portfolio Tracker | Dark Theme в хорошем качестве

Google Sheets Master Portfolio Tracker | Dark Theme

Support my channel by checking out both my Patreon and discord below! 📈 Link to download all my Portfolio Trackers:   / thinkstocks   🌎 Follow me on Twitter:   / keithfrislid   🎥 Here is the camera I use for my videos: https://amzn.to/2PB865Q 🔶Get 50% off Seeking Alpha Premium with my Promo Link!!!🔶 https://www.sahg6dtr.com/28KL61/R74QP/ This video will show you how to make this totally awesome Google Sheets Master Portfolio Tracker step by step! Yes, this video is long but trust me when I say this, it is worth it! We will start with making a code in google sheets script editor that will generate your positions using the first in first out (FIFO) method, and it will also be able to account for any stock splits! Then we will move on to making the positions tab and the conversion tab! This sheet will be able to convert into whatever currency you use! After that, we will finish up with creating the beautiful dark theme dashboard to conveniently see the overall performance of your portfolio. If you liked this tutorial please support my channel by giving this video a thumbs up and subscribing for more great content! Here are some of the long and annoying functions to copy and paste: 🔹Positions Change%: =iferror(if(isblank(A3),"",GOOGLEFINANCE(A3,"changepct")/100),(GOOGLEFINANCE(A3)-(INDEX(GOOGLEFINANCE("currency:"&A3&"","Price",TODAY()-1),2,2)))/(INDEX(GOOGLEFINANCE("currency:"&A3&"","Price",Today()-1),2,2))) 🔹Positions Change$: =iferror(if(ISBLANK(A3),"",GOOGLEFINANCE(A3,"change")*B3),(GOOGLEFINANCE(A3)-(index(GOOGLEFINANCE("currency:"&A3&"","Price",Today()-1),2,2)))*B3) 🔹Currency Conversion Purchase: =If(A3="GBP",IF(B3="","",IF(A3=$F$1,Positions!C3,Positions!C3*GOOGLEFINANCE("currency:"&A3&""&$F$1&"")))/100,If(B3="","",IF(A3=$F$1,Positions!C3,Positions!C3*GOOGLEFINANCE("currency:"&A3&""&$F$1&"")))) 🔹History Total Conversion: =IF(G3="GBP",IF(B3="","",IF(G3=$G$2,F3,F3*GOOGLEFINANCE("currency:"&G3&""&$G$2&"")))/100,IF(A3="","",IF(G3=$G$2,F3,F3*GOOGLEFINANCE("Currency:"&G3&""&$G$2&"")))) 🔹History Currency: =IFERROR(IF(C3="Crypto",$G$2,(IF(ISBLANK(B3),"",IF(B3="Cash",$G$2,IF(GOOGLEFINANCE(B3,"CURRENCY")="GBX","GBP",GOOGLEFINANCE(B3,"CURRENCY")))))),Conversion!$F$1) 🔹Dashboard Cash Value: =Sumif(HistoryAction,"Deposit",HistoryTotalConvert)+sumif(HistoryAction,"Sell",HistoryTotalConvert)+SUMIF(HistoryAction,"Dividend",HistoryTotalConvert)+sumif(HistoryAction,"Interest",HistoryTotalConvert)+Sumif(HistoryAction,"Adjustment",HistoryTotalConvert)-SUMIF(HistoryAction,"Buy",HistoryTotalConvert)-SUMIF(HistoryAction,"Withdrawal",HistoryTotalConvert) 🔹Dashboard Realized Gains: =sumif(HistoryAction,"Sell",HistoryTotalConvert)+SUMIF(HistoryAction,"Dividend",HistoryTotalConvert)-sumif(HistoryAction,"Buy",HistoryTotalConvert)-sumif(HistoryAction,"DRIP",HistoryTotalConvert)+sum(Conversion!G:G) **Sometimes Copy & Paste doesn't work and you will manually have to type out the function** Chapters: 0:00 How It Works 6:25 The FIFO Code 51:05 The History & Portfolio Tab 1:23:45 The Currency Conversion Tab 1:51:15 The Dashboard Tab AFFILIATE DISCLOSURE: Some of the links on this channel and in video descriptions are affiliate links. At no additional cost to you, we receive a commission if a purchase is made after clicking the link. #googlehseets #portfoliotracker #googlefinance