Tracking Accounts with Google Sheets
Posted: July 23rd, 2019, 4:45 pm
I have been using google sheets for tracking my shareholdings across multiple trading accounts for over 8 years.
Stock prices, exchange rates etc are all updated live. I used to manually save this to Excel as a fixed record once per month.
However, a few months ago I started using google script to make a daily fixed record of valuations. I had no prior knowledge of google script & this was done by adapting the script obtained from the following very helpful website.
https://investmentmoats.com/uncategorized/stock-portfolio-tracker-portfolio-history-feature/
The main "to do" on this is to fix the error handling. I currently record the data twice per day, after hours, so if the sheet hasn't loaded the stock prices at the first attempt & has errors, I have a second record.
I want to make it repeat the option only if there is an error in the saved data, but haven't figured that part out yet. All advice is welcome !
Other sources used in the past:
https://1337invest.com/how-to-import-gold-price-into-google-sheet/
https://business.tutsplus.com/tutorials/how-to-track-stock-data-in-google-sheets-with-googlefinance-function--cms-28182
Method to use non-google data sources (for certain overseas stocks):
https://forums.hardwarezone.com.sg/stocks-shares-indices-92/what-alternatives-after-yahoo-finance-stops-intra-day-stock-quotes-5717817-2.html
Stock prices, exchange rates etc are all updated live. I used to manually save this to Excel as a fixed record once per month.
However, a few months ago I started using google script to make a daily fixed record of valuations. I had no prior knowledge of google script & this was done by adapting the script obtained from the following very helpful website.
https://investmentmoats.com/uncategorized/stock-portfolio-tracker-portfolio-history-feature/
The main "to do" on this is to fix the error handling. I currently record the data twice per day, after hours, so if the sheet hasn't loaded the stock prices at the first attempt & has errors, I have a second record.
I want to make it repeat the option only if there is an error in the saved data, but haven't figured that part out yet. All advice is welcome !
Other sources used in the past:
https://1337invest.com/how-to-import-gold-price-into-google-sheet/
https://business.tutsplus.com/tutorials/how-to-track-stock-data-in-google-sheets-with-googlefinance-function--cms-28182
Method to use non-google data sources (for certain overseas stocks):
https://forums.hardwarezone.com.sg/stocks-shares-indices-92/what-alternatives-after-yahoo-finance-stops-intra-day-stock-quotes-5717817-2.html