steelyman
Moderator Emeritus
Here's how I organize my workbooks for tracking investments with Sheets. I have separate workbooks for taxable and retirement accounts.
Each book has a "Summary" sheet that pulls the totals from the other sheets.
Then there is a "Securities" sheet that lists the various investments, names, ticker symbols, and current price (obtained through the GoogleFinance function). This can be referred to by other sheets.
The remaining sheets are specific holdings at different companies (Fidelity, Vanguard, etc.). These are the only things I have to update due to purchases, sales, distributions.and so on.
Otherwise, all I have to do is open the workbook and everything is up-to-date through the magic of Google Sheets.
Each book has a "Summary" sheet that pulls the totals from the other sheets.
Then there is a "Securities" sheet that lists the various investments, names, ticker symbols, and current price (obtained through the GoogleFinance function). This can be referred to by other sheets.
The remaining sheets are specific holdings at different companies (Fidelity, Vanguard, etc.). These are the only things I have to update due to purchases, sales, distributions.and so on.
Otherwise, all I have to do is open the workbook and everything is up-to-date through the magic of Google Sheets.