How to Track Mutual Funds in Google Sheets

March 19, 2016

Google Sheets is an online cloud-based service that allows users to create, edit and collaborate on spreadsheets online and offline.

I covered Google Sheets in a previous Spreadsheet Corner article, Alternatives to Excel. I also created a stock portfolio tracker using Google Sheets. In this article, I illustrate how to use the Google Finance capabilities within Google Sheets to access mutual fund data.

Google Sheets is available through Google Drive, 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 or smartphone. Google Drive and its Docs, Sheets and Slides programs work with the two most recent versions of the browsers Chrome, Firefox, Safari and Internet Explorer. You need to make sure cookies and JavaScript are turned on for your browser.

You’ll need to upgrade to a newer browser version to access all your files in Drive. In terms of operating systems, Google Drive currently works with Windows XP and above, Lion 10.7 (for Mac) and above. It doesn’t work with Linux operating systems, but Google suggests that Linux users can use Google Drive on the Web at or through the Google Drive application. For an updated list of accepted browsers and operating systems, go to Google’s help page on System Requirements and Browsers.

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