21 docs tagged with "portfolio-tracker"

Learn about the Closed Positions Summary sheet, which aggregates data for all your closed investment positions in the tradeGIST Add-on.

Guide to understanding and managing the locale settings in your tradeGIST Google Sheets template.

Reference guide for custom functions available in the tradeGIST add-on.

Track cash dividends and dividend reinvestments (DRIP) in tradeGIST, and use the Dividends sheet to see income received, upcoming payments, and year-over-year growth.

Guide to configuring and handling stock splits in the tradeGIST add-on.

Learn how to update live prices for crypto, options, and equities across your portfolio tracker.

Learn how to enter and manage your trading transactions (equity, crypto, options, and cash) in the tradeGIST Add-on.

Guide to managing multi-currency cash balances across accounts, including automated calculations in the tradeGIST add-on.

Guide to handling multi-currency trades in the tradeGIST add-on, including setup, configuration, and examples.

Learn about the Open Positions Summary sheet, which aggregates data for all your open investment positions in the tradeGIST Add-on.

Overview of the Dashboard sheet, the visual interface for monitoring your portfolio's performance and status.

Guide to creating and managing portfolio snapshots in the tradeGIST add-on for tracking value over time.

A step-by-step guide to start tracking your investments with the tradeGIST Add-on — no configuration or license key required to begin.

Guide to using named ranges in the tradeGIST template for advanced analysis.

Learn about the Trades sheet, the master table of all your investment trades in the tradeGIST.

Learn how to use the Analysis sheet to filter and evaluate your trade performance across different assets, dates, and categories.

Guide to using trades categories to isolate and analyze specific transactions in the tradeGIST add-on.

Find answers about FIFO vs LIFO matching, tax rate application, and how to secure your investment data within tradeGIST.

Fix common errors in your tradeGIST portfolio tracker.

Guide to automatic wash sale detection in the tradeGIST Portfolio Tracker Google Sheets add-on. Learn how to track the IRS wash sale rule, defer capital losses, and calculate adjustments for stocks and options.

Master your investments with tradeGIST. Learn how to automate trade matching, tax calculations, and live price fetching for stocks and crypto in Google Sheets™.