25 docs tagged with "tradegist"

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

Configure the tradeGIST add-on — the ⚙️ Settings dialog (base currency, API keys, tax, dashboard) and the Configuration sheet (assets, accounts, tax rates, and more).

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

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.

Install the tradeGIST add-on, make your copy of the official template, and start tracking your portfolio — free, in three steps.

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

A complete guide to handling reverse stock splits in your investment tracking spreadsheet without breaking your cost basis or P&L.

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.

Keep tradeGIST fast on large portfolios — the Trades cache, the Configuration cache, and Automatic trade updates.

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 — your first 14 days are a full Pro trial, with no configuration or license key required.

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

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™.