Google Sheets Trading Dashboard: A Free Template for Equity Traders

Having a clear (and aesthetically pleasing 🤩) overview of your trading portfolio is essential. It helps track open positions, manage risk, and monitor performance KPIs, keeping your trading focused and structured.

In this blog post, I’m sharing a powerful Google Sheets template that I put together for my 25 Year Trading Experiment.

What This Dashboard Covers

This dashboard showcases a lot of data, but here are the key highlights:

• Open trades
• Entry, stop Loss, and current price
• Risk per trade
• Live current prices from index funds (e.g., Storebrand Global All Countries A SEK)
• Performance comparison between portfolios or indices
• Flag emojis for geographic exposure overview 🇸🇪 🇺🇸

How to Get the Template

1. Open my shared Google Sheet Dashboard
2. Make a copy and edit as needed.

How to Use the Template

Google Sheets Dashboard - Cells to edit

Cells to Edit

• All blue-colored cells are the ones I edit.
• If you’re unsure of your financial instrument’s ticker or exchange, check here: markets.ft.com/data/

Portfolio Currency

• The template is based on Swedish SEK but can easily be adjusted to your local currency.
• Just tweak the formulas in the current price cell and update the cell formatting accordingly.

Advanced: Fetching Current Prices Using ISIN

Google Finance is a powerful Sheets tool, but it has limitations when fetching certain financial instruments like mutual funds or ETFs. Luckily, someone smarter than me figured out a way to track current prices using ISIN numbers with a custom Google Apps Script.

Big shout-out to the author of this blog post where I first found this method—it’s something I’ve wanted for months. 🙌 ☕️

Here’s how you can integrate it into your Google Sheet:

Step 1: Open Extensions setting in your Google Sheet and press Apps Scripts.

Step 2: Remove any code and replace with below script.

function fintime1(symbol) {

  symbol = symbol || "IE00BF20L762:SGD";
  
  symbol = encodeURI(symbol);
  Utilities.sleep(Math.floor(Math.random() * 5000));
  
  var url = 'https://markets.ft.com/data/etfs/tearsheet/summary?s=' + symbol;
  Logger.log(url);

  // Fetch the URL
  var response = UrlFetchApp.fetch(url, {muteHttpExceptions: true});
  var responseCode = response.getResponseCode();
  
  if (responseCode === 200) {
    var html = response.getContentText();

    // Use a regex that captures numbers, including commas and periods.
    var match = html.match(/<span class="mod-ui-data-list__value">([\d,\.]+).*?<\/span>/);
    
    if (match && match[1]) {
      var content = match[1];  // The captured group with the number string
      var finContent = content.toString().replace(/,/g, '');  // Remove commas from the number
      Logger.log(finContent);  // Log the cleaned-up number
      
      return Number(finContent);  // Convert the cleaned-up string to a number and return
    } else {
      Logger.log("No match found for the number.");
      return null;
    }
  } else {
    Logger.log("Failed to fetch data. Response Code: " + responseCode);
    return null;
  }
}

Step 3: Click New Deployment and Select type, Web app

Step 4: Choose a Description (optional), and select Who shall have access and click Deploy

Step 5: Done!

Now, try it out by calling the function below in your Google Sheet.

=fintime1("SE0000671919:SEK")

Bonus: Want to Improve This?

Let me know how this template works for you! If you have suggestions for improvements, feel free to connect and reach out to me on x.com/tradergu.

If anyone manages to revise this script to also fetch name, and currency, please let me know. 👀

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FAQ

Q: Do I need a Google account to use this template?
A: Yes, you’ll need a Google account to make a copy of the sheet.

Q: Will the script work with all financial instruments?
A: It works for most ISIN-based instruments but might not support all assets.

Q: Can I modify the script to fetch additional data?
A: Yes! You can tweak the script to retrieve more details like historical prices or volume if needed.

Q: How can I change the template currency?
A: Update the formulas in the current price cell and adjust the cell formatting to match your preferred currency.