Project information

  • Category: Portfolio Tracker
  • Client: Own Project
  • Project date: June 2022
  • Project URL: Google Sheets v2.1
  • Project date: November 2022 - Updated Version
  • Project URL: Google Sheets v2.2

Portfolio Tracker

This project highlights my understanding of the personall finance space and the need to manage finances.

The user needs to enter the Buy/Sell transactions and all the reporting and portfolio analysis is automated, including daily updation of the stock and mutual fund prices.

Version 2.2 incorporates FIFO for calculating stock/MF values and shows the Portfolio Equity Curve and Drawdowns.