An Update to the CI Portfolio Tracker in Google Sheets

May 20, 2017

To access CI’s Portfolio Tracker With Google Sheets II, click here.

You will need to make a copy of the spreadsheet for your own use. Click File and choose “Make a copy,” then determine what to name the file and where to save it on your Google Drive. Do not send a “request for edit access” using the View button.

This is an update to the spreadsheet created in the original article “Using Google Sheets to Create a Portfolio Tracker” that was published on CI in October 2014. If you are unfamiliar with Google Sheets, and using Google Finance within Google Sheets, please read that article. It explains not only what Google Sheets is, but a majority of the formulas used in CI’s Portfolio Tracker spreadsheet.

Google Sheets is part of Google Docs, an online-based software that harnesses cloud computing. The overall “service” is accessible via Google Drive, which is a file storage and synchronization service created by Google. It allows users to store files in the cloud, share files and edit documents, spreadsheets and presentations with collaborators. Additionally, applications are available that allow you to access your spreadsheet through your tablet and some smartphones. Google Drive, Docs, Sheets and Slides work with the two most recent versions of Chrome, Firefox, Safari and Internet Explorer web browsers. For more information about system requirements, click the link here.

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