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.