simple share portfolio tracker in google sheets | beginners tutorial
In this video, I’ll walk you through how to track your share portfolio step by step using Google Sheets. If you have any questions, let me know in the comments below 👌🏻.
📌 Download the FREE Share Portfolio Tracker I use in this tutorial ↓
https://withtheaims.gumroad.com/l/eedc
Happy tracking!
Aims 🫶🏻
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// Timestamps //
0:00 - Intro
0:30 - Overview of the tracker, purpose of each section and what each section means
6:30 - Walkthrough of an example of how to record investments in the tracker
8:03 - How to update tracker when you top up investments
9:15 - How often to update the tracker
9:31 - Final words
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🙋🏻♀️ Come say hi on instagram → / withtheaims
📧 Inquiries → [email protected]
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// Free & Paid Money Templates //
📊 Budget Personal Finance Tracker:
https://www.etsy.com/au/listing/11699...
📊 Net Worth Tracker (Comprehensive):
https://withtheaims.etsy.com/listing/...
📊 Wedding Budget Tracker & Planner:
https://withtheaims.etsy.com/au/listi...
📊 FREE Share Portfolio Tracker:
https://withtheaims.gumroad.com/l/eedc
📊 FREE Savings Tracker (Sinking Funds & Emergency Fund):
https://withtheaims.gumroad.com/l/DzjUg
📊 FREE Income & Expenses Tracker (Beginners):
https://withtheaims.gumroad.com/l/bnoqd
📊 FREE Net Worth Tracker (Beginners):
https://withtheaims.gumroad.com/l/dqhwpq
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// Preferred Investing Apps //
📌 ETFs/Shares I use → Moomoo (30 days free brokerage + up to 38 free shares): https://start.moomoo.com/0B9qxo
📌 Crypto I use → Bitcoin.com.au – Get $25 FREE Bitcoin (with any deposit): https://portal.bitcoin.com.au/invite/...
// Referral Links & More //
📌 Shopback (Earn $20 🎉): https://app.shopback.com/ynKkPdUQTXb
📌 Tax Depreciation Report - Investment Properties | Duo Tax (you pay $550, instead of $700): https://duotax.com.au/forms/start/?ri...
📌 Wise Travel Card (Get a free card or free transfer up to $1k): https://wise.com/invite/ihpc/yaminl10
[Ps. Some links may be affiliate or referral links. There’s no extra cost to you, but using them helps support my channel, I truly appreciate it if you do use them!]
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⚠️ Disclaimer
This video is for education and entertainment purposes only and is not financial advice. Please do your own research or speak to a qualified advisor before making financial decisions.