In the past couple of weeks, I have got several requests from readers who are interested in the monthly investments sheet I use to have an overview of my investments. So I decided to make an empty one for you.
Why I made the monthly investments sheet
When I started to track my investments, I just went to the platforms every month and wrote down the numbers. There was not really a system or a good overview. It took me a lot of time to calculate everything when I finished writing down all the numbers.
So I was looking for something a little bit easier and time-saving.
I started to dive into Google Sheets. I had never made a google sheet before, other than just with some text and basic stuff, so it took some time to figure things out. Like how to use formulas, charts and graphs. But it all came together and I learned a lot in the process.
I’m very happy with my sheet. It works as I want it to work and it saves me time and gives a nice overview as well. Of course it would be great to have it all automated some day, but that’s a bit more tricky. Especially as this involves logging into a lot of investments platforms.
You can download the sheet here:
When you’ve got access to the sheet, you will notice that it is in view only mode. To be able to use the sheet, you have to make a copy of it by going to File -> Make a copy.
When you’ve got your own copy, you can see the formulas in the sheet and you can edit all the numbers and text.
The sheet looks like this:
The overview tab will give you an overview of all of your investments. It’s importing the information from the other tabs to calculate the total deposits, withdrawals, received interest, fees / bonuses and the total value of your investments.
The passive income tab gives you an overview of the passive income per platform. And the portfolio value tab gives an overview of the value per platform.
The platform names can of course be changed to the name of the platform you invest in. If you rename a platform tab, the formulas will change automatically. So you won’t break everything by changing tab names.
If you have more platforms, you can add tabs. The easiest way is to copy one of the platform tabs. This new tab won’t automatically be added in the formulas in the first 3 tabs, so you have to do that manually. You can check the current formula to understand how to add an extra tab in it. I will include this in the video I mention in the next paragraph.
Charts & Graphs
The charts & graphs aren’t included now. But I’m planning to do a video about the sheet on how it all works and how to add the charts and graphs I use. As I’ve never done a screen share video (or any video) before, I have to dive in and put some time into it.
For now, I’m already sharing the sheet for the people that are familiar with google sheets and can figure it out on their own. If you need help or have questions, don’t hesitate to contact me.
I can’t promise any specific date that the video will be up as I have no clue at the moment how it works. But I will let you know through email and social media when it’s live!
If you’ve got suggestions about (free) screen share software to use to make a video and maybe some video editor software, let me know!