Recently tried to build out a stock portfolio tracker with the help of Sheetgo and Google finance
Google finance has a range of formulas which can help you bring in data on stocks
You can specify which stocks make up your portfolio, use google finance formulas to bring in current data on it and then visualize everything on a Sheetgo dashboard
First we built out a simple Sheetgo form to submit details of a stock which is part of our portfolio
This data feeds into a sheet so we can capture all our stock holdings data on the sheet itself - hence the workflow till now is pretty simple, a form feeding into a sheet
On the sheet we can design a table to accumulate all necessary information of all stocks in our portfolio
In accumulating this data we would need the help of google finance formulas - see a sample of it below where we get the latest stock price of a particular company stock
To summarize the data, easily visualize it and then share it, we can use a Sheetgo dashboard
The dashboard can support cards or indicators as well as different types of charts
For example, it is easy to visualize across which companies our portfolio is diversified if the information is represented in a chart
Overall you can get this tracker workflow up and running pretty fast and can keep on customizing it using google finance formulas and plugging in more charts and indicators!
