Create Stock Portfolio in Excel/Google Sheet
In this video, you will learn how to create your own portfolio management application using google sheet. If you have any concerns/comments on this, please leave them on comment section. Don't forget to subscribe the channel for next part.
In latest version of Google sheet, App script menu has been moved to Extension menu.
Formulas: I have used GT for greater than symbol as GT(Angle) symbol is not allowed in you tube description, you have to replace GT with angle(GT) symbol.
Broker Commission Formula =iferror(IF(C15="Secondary",IFS(F5 GT 10000000,F5*0.27/100,F5 GT 2000000,F5*0.3/100,F5 GT 500000,F5*0.34/100,F5 GT 50000,F5*0.37/100,F5 GT 0,F5*0.4/100),0),0)
Sebon Commission Formula =IF(C15="Secondary",F5*0.015/100,0)
Capital Gain Tax Formula= =If(C13="Sold",If((F5-F7-F15)GT0,((F5-F7-F15)*5/100),0),0)
Listed Company Symbol and Name Append Formula : =CONCATENATE(B2," (",C2,")")
If you want new shares listed at the top, please replace line number 30 and 31(i.e after ]];) with following code.
dataSheet.insertRows(2, 1)
dataSheet.getRange(2,1,1,18).setValues(values);
There was one error in the code due to which transaction was saving even when we click on cancel. Please replace line number 4 and 36 with if(confirm=='ok'){