P&L Post Investment Dashboard

Real-Time Portfolio Tracking That Actually Works

Forget manually updating spreadsheets or logging into different brokerage accounts. Your dashboard automatically pulls market data through Google Finance functions and gives you:

• Instant portfolio valuation across all your positions
• Automated P&L calculations with regular price updates
• Current gains/losses by ticker continuously refreshed
• Portfolio allocation visualizations that show exactly where your money is working

Advanced Stock Screener: Find Your Next Winner

Stop scrolling through Reddit threads hoping for the next big play. The integrated stock screener sheet gives you institutional-quality filtering using the same metrics professionals rely on:

• Valuation filters: P/E ratio, earnings yield, and market cap ranges
• Performance metrics: YTD returns, 52-week highs/lows, and beta analysis
• Quality scoring: Automated quality assessment across your criteria
• Custom presets: Save your favorite screening strategies

This is the type of analytical framework that Wall Street quants and portfolio managers use to identify opportunities. Our team has brought it directly to you.

Deep Analysis Tools That Reveal Hidden Insights

Ever wonder if your portfolio is actually diversified? Or if you're taking too much risk? The Analysis sheet gives you:

• Correlation matrices: See which stocks move together (and which protect you)
• Risk-return scatter plots: Visualize the efficiency of each position
• Daily return distributions: Understand a stock's volatility profile
• Regression analysis: Compare individual stock performance vs. the market

Historical Performance & Time Series Analysis

Your investments tell a story. The Time Series sheet reveals it:

• Multi-ticker comparison charts: Plot up to 6 stocks against each other
• Total return visualization: See cumulative performance over any timeframe
• Custom date ranges: Analyze specific periods that matter to you
• Benchmark comparisons: Always know if you're beating the market

Trade Log & Performance Attribution

Professional traders track every single trade. Now you can too:

• Complete trade history: Every entry, exit, win, and loss documented
• Win rate analytics: Know your actual success rate by strategy
• P&L by ticker: Identify which stocks make you money (and which don't)
• Hold period analysis: See if your timing strategies actually work
• Equity curve visualization: Watch your capital grow over time

Multi-Currency Forex Tracking

Trading international markets or holding foreign currency? The Forex sheet provides:

• Major currency pairs tracked: EUR/USD, GBP/USD, USD/JPY, and more
• Real-time exchange rates: Accurate portfolio valuation across currencies
• Currency conversion calculator: Convert amounts between multiple currencies for international equity tracking
• Currency correlation heatmaps: Understand forex relationships
• Historical FX data: Track currency movements over time

Comprehensive Portfolio Analysis & Risk Management

The Portfolio Analysis sheet delivers institutional-grade risk assessment that pulls your portfolio weights from the Portfolio sheet and generates deep statistical insights:

Return-Based Metrics:

• Portfolio vs. SPY cumulative and annualized returns (CAGR)
• Excess return analysis
• Average daily returns and win rates
• Average win/loss magnitude by position

Regression & Statistical Analysis:

• Alpha (α) and Beta (β) calculations
• Pearson correlation and R-squared values
• T-statistics and F-statistics for model validation
• Residual and standard error measurements

Risk Metrics:

• Portfolio and benchmark volatility (annualized)
• Downside deviation and tracking error
• Value at Risk (VaR) and Conditional VaR (CVaR) at 95% confidence
• Maximum drawdown tracking with Calmar ratios
• Upside and downside capture ratios

Risk-Adjusted Performance:

• Sharpe ratio (return per unit of total risk)
• Sortino ratio (return per unit of downside risk)
• Information ratio (excess return per unit of tracking error)
• Treynor ratio (return per unit of systematic risk)
• Batting average vs. benchmark

Distribution Analysis:

• Skewness and kurtosis measurements
• Statistical plots for return distributions
• Visual drawdown analysis

This level of portfolio analysis gives you the edge to understand not just how much you're making but how much risk you're taking to get there. This is the exact framework professional asset managers use.

For the Active Trader:

You make 3-10 trades per week. You need to know if your strategy is profitable. The Trade Log gives you instant win rate analysis, P&L attribution by ticker, and hold period performance.

For the Long-Term Investor:

You're building wealth for retirement or financial freedom. You need to know if you're actually diversified or just think you are. The correlation analysis and allocation visualizations show you the truth before a market crash does.

For the Data-Driven Analyst:

You don't just want to know "what happened," you want to know why. The regression analysis, return distributions, and risk-return profiles give you the statistical edge that turns good investors into great ones.

The Real Cost of NOT Having This

Let's be honest:

• Time wasted manually tracking performance: 2-5 hours per month
• Opportunity cost of not identifying losing positions faster: Hundreds to thousands per year
• Emotional decisions from lack of data: Priceless (and painful)

This dashboard pays for itself the first time it helps you cut a losing position, identify a winning strategy, avoid an overconcentrated portfolio, or understand your real risk exposure.

Dashboard Sheets:

• README: Quick setup guide and instructions
• Watchlist: Monitor stocks you're tracking
• Screener: Filter and discover investment opportunities
• Analysis: Deep-dive correlation and risk analysis for individual stocks
• Time Series: Historical performance charting across multiple tickers
• Portfolio: Current holdings and allocation
• Portfolio Analysis: Comprehensive risk metrics and performance attribution
• Trade Log: Complete transaction history and performance tracking
• Forex: Multi-currency tracking and conversion
• History Config: Customize data retrieval settings
• History & Portfolio History: Comprehensive historical records

What You Get:

• Unlimited portfolio tracking (add as many positions as you want)
• Unlimited historical analysis (years of data at your fingertips)
• Automated market data integration (updates via Google Finance)
• Professional-grade analytics (correlation, regression, distributions)
• Fully customizable dashboards (modify everything to fit your strategy)
• Trade logging system (never forget what worked or what didn't)
• Multi-currency support (track global investments accurately)
• Visual performance reporting (charts that actually mean something)

Digital Delivery

Upon purchase, you'll receive instant access to:

• Complete Google Sheet template
• The dashboard "README" sheet with comprehensive examples for each sheet
• Configuration tutorial for personalizing your dashboard

Easy Setup Process

1. Upload the file to your Google Drive
2. Open with Google Sheets
3. Follow the Config Tutorial instructions in the README sheet for cells that can be edited, and work through pre-populated examples before customizing your investment dashboard
4. Add your tickers and portfolio data
5. Start analyzing immediately

Data Updates

• Stock prices refresh regularly via Google Finance (updates every 20 minutes)
• Manual refresh available anytime
• Historical data pulls on demand
• No external API keys required

Disclaimer

This product is not financial, investing, or tax advice. Information provided is for informational and recreational purposes only. Investment products discussed are for illustrative purposes only and not recommendations to buy, sell, or transact. Do your own due diligence. Past performance does not guarantee future returns.

Data limitations: Market data may be delayed up to 20 minutes and can be rate-limited. Quotes are not sourced from all markets. Information is provided 'as is' for informational purposes only.