Type in each position directly — no file uploads. Tag broker and recommendation, log the trade date for XIRR, and refresh current price from a Google Sheet whenever you want.
Fill this in and click Add — it lands in the ledger below immediately. The form clears so you can keep entering the next one. Invested and current value are calculated automatically from shares × price.
Select your holdings in Excel — including the header row — copy, and paste below. Include whichever of these columns you have (any order): Symbol, Exchange, Stock name, Broker, Recommended by, Trade date, Shares, Invested price, Current price, Today's change. Symbol, Shares and Invested price are required for a row to be added.
Everything you've added lands here — this is the only place values can be edited. Click any cell to change it; Invested, Current value, Price change, % change and Profit recalculate automatically.
| Symbol | Exchange | Stock name | Broker | Recommended by | Trade date | Shares | Invested price | Invested | Current price | Current value | Price change | % change | Today's change | Profit |
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GOOGLEFINANCE runs on Google's own servers with Google's market-data license — a page like this one can't call it directly. This reads your sheet's data instead, matching whichever symbols it finds against your holdings above.
Symbol column and a Price column, e.g.=IFERROR(GOOGLEFINANCE(IF(ISBLANK(C2),B2,C2&":"&B2),"price"),"-")| Instrument | Broker | Recommended by | First trade | Shares | Price | Invested | Current val | P&L | Abs. return | XIRR |
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Log a buy or sell by hand — sells are matched FIFO against earlier buys of the same instrument to work out realized profit. This is independent of the holdings table above.