Google Sheets for Investors. Build a Professional Portfolio Tracker Without Expensive Software (Encyclopedia for Individual Investors)

$14.95
by Miguel A. Muñoz

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Take Control of Your Investment Portfolio Without Expensive Software Are you tired of paying for portfolio tracking software that doesn't quite do what you need? Frustrated with limited features and rigid templates that don't match your investment strategy? Want to build a professional-grade investment tracking system that's completely customizable and costs nothing? This comprehensive guide shows you how to create a sophisticated portfolio management system using Google Sheets—completely free, accessible from anywhere, and tailored exactly to your needs. What You'll Learn: Starting from absolute basics, this book guides you through building a complete investment tracking and analysis platform. You'll learn to automatically pull real-time stock prices and financial data directly into your spreadsheet, calculate returns and performance metrics like the professionals use, create stunning visual dashboards that show your wealth at a glance, and analyze your portfolio's diversification across sectors, geographies, and asset classes. But this isn't just about tracking numbers. You'll master fundamental analysis by integrating company financial metrics, understand dividend income tracking for building passive income streams, implement transaction-level cost basis tracking for tax optimization, and learn to identify concentration risks before they hurt you. Why Google Sheets? Unlike expensive software subscriptions, Google Sheets is free forever. Unlike desktop programs, it works on any device—phone, tablet, or computer. Unlike rigid templates, you can customize every aspect to match your unique investment approach. And unlike proprietary systems, you own your data completely and understand exactly how every calculation works because you built it yourself. Who Is This Book For? Whether you're a complete beginner just starting to invest or an experienced investor tired of inadequate tracking tools, this book meets you where you are. No prior spreadsheet experience required—early chapters teach you everything from basic cell references to advanced formulas. Technical jargon is explained in plain English, with real-world examples throughout. You'll benefit especially if you're a long-term investor building wealth systematically, a dividend income investor tracking cash flow, someone managing multiple accounts or investment types, preparing for retirement and needing income projections, or simply someone who wants to deeply understand their investments rather than relying on black-box software. What Makes This Book Different? This isn't a dry technical manual or a collection of pre-made templates. It's a complete educational journey that teaches you both the "how" and the "why." You'll understand investment concepts while learning spreadsheet skills. Each chapter builds on previous ones, creating an increasingly sophisticated system that rivals professional tools. By the final chapter, you'll have a complete portfolio management system that automatically updates with current prices, shows your returns and risk metrics, displays beautiful charts and graphs, tracks every dividend payment, analyzes your diversification from multiple angles, and maintains detailed transaction records for tax optimization. The Investment That Pays Forever The time you invest learning these skills pays dividends for life. The system you build will serve you for decades as your portfolio grows from thousands to hundreds of thousands or even millions. The knowledge you gain transfers to other financial analysis tasks beyond just portfolio tracking. And the control and insight you achieve over your investments can improve your returns and reduce your stress. Stop paying for inadequate software. Stop accepting tools that don't work the way you need. Start building your own professional investment tracking system today.

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