A google spreadsheet tracker for cryptocurrency & stocks with cool features such as newsfeed, screener and other tools!

Dear all,

I want to share with you a google spreadsheet tracker I made. To be honest I think this one really rocks and I am excited to share it with you. Best part of all is that I did all the work for you, so that it's easy for you to use!

Here are is a picture of the dashboard

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https://preview.redd.it/l5est0ybno571.png?2284&format=png&auto=webp&s=a067d625a18376dc2126830f9c3a96432dba6502

Characteristics & strenghts of the investment tracker

• Can track both stocks & crypto. Any crypto listed on coingecko. Any stocks which google finance can find.
• Allows subgroup analysis of your portfolio for stocks. You can create two categories, for example 'short-term investments' & 'long-term investments' and compare their performance with each other. You can also name them 'dividend' and 'growth' stocks. Be creative.
• Tracks not only your current holdings, but also precise information on your past holdings. So for how much did you sell your last stock? Howmuch loss or gain? This allows you to reflect on past decisions and learn from them.
• Provides you with great graphical representation of your different holdings, exchanges, sector/industry, cost basis and more.
• Has additional tools to help you form your future decisions. One is the "newsfeed". With this newsfeed you can stay up to date with the click of a button. It provides you with the top 20 stories of either yahoo finance or seeking alpha for any stock you own. Alternatively, you can check out general cryptocurrency news.
• Another tool added to tracker is a screener. It extract data from finviz. Can help you decide if a stock you have been eye balling is worth a further look.

Limitations of the investment tracker

• Currently tracking more than 10 cryptocurrencies will signficantly slow down performance of the spreadsheet. This is because of limitations of importhtml/importxml functions. I am working on a solution for this.
• There are no adjustments for stock-split.
• Dividends are taken into account, but there is no 'dividend analysis'. For example, howmany dividends to you expect next month, etc.
• Return is calculated over 'one holding period'. This does not take into account cash flows. Better would be to use money-weighted-average return and compare this for example with a benchmark like NASDAQ or S&P500.

Plan on improving all of these limitations in the future as well as work on other features such as a rebalancing tool.

Link to the tracker: https://docs.google.com/spreadsheets/d/1Dyk7s17cbSgooxJQOMclfpZOsQCGVlzuYdEVuJZRJfc/edit?usp=sharing

Would love to hear your thoughts! Did you like the tracker? Manage to set it up? Any issues? Other things you want to see?

Build this especially for people who do both stocks & crypto!