Create Stock Portfolio in Excel/Google Sheet, Final Part - Create Dashboard
In this tutorial, We are showing how we can dashboard in portfolio.
1. Dashboard contains following section
2 Investment Summary
3. Company wise Profit Distribution
4. Watch List for Buy and Sell
5. Chart for Today's Profit and Company wise Today's Change
Link for previous part: • Portfolio Management Training
Major Formula:
Qty: INDEX(Data!AD:AD,Match(I5,Data!S:S,0))
WAC: INDEX(Data!AE:AE,Match(I5,Data!S:S,0))
LTP: INDEX(Data!T:T,Match(I5,Data!S:S,0))
Point Change: INDEX(Data!U:U,Match(I5,Data!S:S,0))
Today's Value: INDEX(Data!AF:AF,Match(I5,Data!S:S,0))
Sold Profit: Sumif(Data!S:S,I5,Data!P:P)
Today's Investment: =Sumifs(Data!O:O,Data!G:G,Today(),Data!E:E,"Buy")