Here is a free Google spreadsheet for tracking financial goal portfolios with an option to receive email alerts. This sheet created by Amol Wable, is a modified version of the financial freedom progress tracker published earlier by Guhan Ramanan.
Amol was kind enough to share his sheet at FB group, Asan Ideas For Wealth and allowed me to share it here.
Guhan developed his sheet without focussing on returns and daily email alerts. His thinking is that the user should focus on the current value of the corpus and what percentage of the target corpus has been achived. I concur. For example see:
That said, returns and email alterts maybe features desired by others and this is where Amols version comes in. It calculated the CAGR of individial investments and XIRR associated with each mutual fund or stock.
There is now a feature to get brief and detailed email reports. To do this, one should provide name and email in the Email-settings tab and run the script from the Email tab in the menu (red box below).
To set up email triggers, click on Tools –> Scrip Editor . In the script editor window, click on Resources –> All your triggers and add triggers as shown below. The email frequency can be changed as per your wish. Please set the three triggers as shown below.
The investment mapping tab now has the XIRR and weighted age of the fund units or stocks.
A view of the dashboard which gives an overview.
Mutual Fund and stock investments in this version are separate. This is a screenshot of the mf investments. The CAGR of each purchase and age of the units are listed. SIPs will have to be manually entered in this version.
A smilar sheet is available for stocks and fixed income. To understand how to add stocks, please consult Guhan’s orignal post: Google Spreadsheet for tracking progress to financial freedom.
Click to create a copy of the Google Spreadsheet for tracking financial goal portfolios – Version 2
Please join me in thanking Guhan for making the orignal spreadsheet (and sharing it) and Amol Wable for modifying it (and sharing it for others to modify as they please).
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