The problem I face sometimes is to track my full portfolio. The portfolio should include Stocks, Mutual Fund, Gold, Gold ETF etc. So that I will know what is my true networth. We should know our true networth because we can take better decision based on that. For example, if you want to take some risks and if your networth allows you then you can take it.
Problem is our assets are scattered all around. For example, I invest in some stocks on Zerodha, some on Groww, use Niyo Money for MF, buy some physical gold as well buy some digital gold etc. Now I want to know my total networth and for that I will use this sheet. It will also show me how good my asset is growing.
Using this networth I cam also see how diversified I am. If I am over diversified or under diversified. And based on that you can increase your investment in that asset where you are underdiversified. So I have created this Google sheets where you can add your investments like Stocks, Mutual Funds, US Stocks, Gold etc. I know we have to manually track but it is more secure than using any app for tracking. It doesn't need much time, just 10 minutes in a month to update this sheet.
I have created a lot of Google sheets. Now I am thinking of creating an app for everything so that using a simple app. I am not sure how fast I will be creating the app, but that is my future plan. Hopefully by end of this year, I can create a basic app to get started. Now coming back to this tracker, do try to see if it's helpful for you. Or if you want any update on this sheet, I will update it.
