16 docs tagged with "google-sheets"

Guide to managing cash balances across accounts in the Portfolio Tracker add-on.

Learn about the Closed Positions Summary sheet, which aggregates data for all your closed investment positions in the Portfolio Tracker Add-on.

Reference guide for custom functions available in the Portfolio Tracker add-on.

Overview of the Dashboard sheet, the visual interface for monitoring your portfolio's performance and status.

Frequently asked questions about the Portfolio Tracker add-on for Google Sheets.

Welcome to the Portfolio Tracker Add-on documentation. Learn how to track your stock, crypto, and options investments in Google Sheets™.

Guide to handling multi-currency trades in the Portfolio Tracker add-on, including setup, configuration, and examples.

Guide to using named ranges in the Portfolio Tracker template for advanced analysis.

Learn about the Open Positions Summary sheet, which aggregates data for all your open investment positions in the Portfolio Tracker Add-on.

Guide to creating and managing portfolio snapshots in the Portfolio Tracker add-on for tracking value over time.

Guide to understanding and managing the locale settings in your Portfolio Tracker Google Sheets template.

Guide to configuring and handling stock splits in the Portfolio Tracker add-on.

Guide to using trades categories to isolate and analyze specific transactions in the Portfolio Tracker add-on.

Learn about the Trades sheet, the master table of all your investment trades in the Portfolio Tracker Add-on.

Learn how to enter and manage your trading transactions (equity, crypto, and options) in the Portfolio Tracker Add-on.

Common issues and solutions for the Portfolio Tracker add-on in Google Sheets.