Google Sheets Portfolio Tracker

---

---

Main features

• Build a portfolio based on a list of buy/sell transactions.
• Track historical worth, profit, and profit percentage, both per asset and overall.
• Account for different currency rates, and show all prices in a single currency.
• Set the timeframe for calculation.

Quick setup

1. Create a new Google Spreadsheet.
2. Add a sheet named Settings, based on samples/settings.csv.
3. Add a sheet named Transactions, based on samples/transactions.csv.
4. Go to Tools > Script editor.
5. Add the contents of dist/bundle.gs.
6. Refresh the sheet, and click Portfolio > Load data from the new toolbar menu.
7. Add as many charts as you like 📈 📊 🚀

Developer setup

After cloning the repo run npm install.

• Build the bundle: npm run build
• Build continuously: npm run watch

For a better development experience use clasp with dist as the rootDir. Once configured, you can run the app as follows:

npm run build
clasp push
clasp run loadData