Net Worth Tracker + Live Investment Dashboard in Google Sheets

@nareshk44

Being a top-rated freelancer with a proven track record in data analysis and automation, I am the perfect fit for your project. I am highly skilled at using Excel and Google Sheets, enabling me to create robust systems such as your Net Worth Tracker with Live Investment Dashboard. My proficiency in both analyzing and scrapping data will make sure that your portfolio's real-time information is accurate and up-to-date, which is crucial for investment decisions. One of my strong suits is my ability to create organized and scalable structures. This means not only will your current holdings be easily manageable but also adding new assets in the future will be a breeze. Along with this, my experience working with formulas, formatting, timelines, pivot tables, charts, and graphs makes me adept at meeting all the requirements mentioned in your project description. Lastly, as your potential freelancer, you will have 24/7 access to professional support, unlimited revisions if needed, and a commitment to meet every deadline while ensuring the highest level of quality. I am confident that my abilities align perfectly with your needs and choosing me would ensure a successful realization of your project vision. Let's create a powerful net worth tracking system that gives you complete control over your investments!

@aruls1962

I already made a share tracker in Google Sheet. What you expect is possible, but, not at your budget. It may cost you around 10k

@salajka

This is a well-structured requirement and I can build exactly this. I work extensively with Google Sheets + Google Finance + Apps Script for financial dashboards. Here's my plan: - Dashboard: Net Worth (Assets – Liabilities), Pie chart for allocation, MoM growth chart — all auto-updating - Indian Stocks: GOOGLEFINANCE() for live prices + XIRR calculations - US Stocks: GOOGLEFINANCE with USD-INR live conversion, P&L, XIRR - Mutual Funds: Live NAV via IMPORTXML or a public API endpoint - Crypto: Live prices via IMPORTDATA or API formula - Gold ETF/SGB: GOOGLEFINANCE for ETF prices - Manual entry sheets: FDs, Bank Accounts, NPS, EPF, Insurance, Liabilities — clean input forms Output will be a scalable, error-handled sheet with clear formatting that you can easily update. Happy to start immediately. Let's connect!

@anassmmughrabi

Hello, I can build this as a fully structured Google Sheets Net Worth Tracker with a clean dashboard, separate asset-class tabs, ledgers, live pricing where feasible, and scalable logic. Relevant certifications: FMVA, CFM. 1. What I will deliver 1.1) Dashboard: Total Net Worth, Total Assets/Liabilities, Asset Allocation pie chart, monthly growth chart, and MoM change 1.2) Separate sheets for Indian Stocks, US Stocks, Mutual Funds, Crypto, Bank/FDs, NPS, EPF, Insurance, Gold, and Liabilities 1.3) Dedicated ledgers for Indian Stocks, US Stocks, and Mutual Funds with Date, Ticker, Buy/Sell, Qty, Price, Amount, Charges 1.4) P&L, holdings details, and XIRR for investment tabs 1.5) USD-INR conversion for US holdings and scalable structure for adding new assets easily 2. Automation 2.1) GOOGLEFINANCE for Indian/US stocks where supported 2.2) Mutual Fund NAV / Crypto / Gold automation using available sheet-compatible sources or fallback logic where Google Sheets limits apply 2.3) Error handling, validation, and clean formulas throughout 3. My approach 3.1) Build the structure first 3.2) Connect live pricing and calculations 3.3) Finalize dashboard and testing 3.4) Add a short guide so you can maintain it easily Share your preferred layout/colors and I can start immediately.

@mubashir021

Hello, I can create a comprehensive Net Worth Tracker in Google Sheets with a clean dashboard for you. I am Mubashir Ahmed, a Full-Stack Developer, Engineer, and UI/UX Specialist with 6+ years of experience in building data visualization tools. I understand you need a dashboard that displays total net worth, asset allocation, and growth tracking. - I will design a user-friendly dashboard in Google Sheets showing total net worth, asset allocation pie chart, and monthly net worth growth chart. - I will create separate sheets for each asset class, including Indian and US stocks, mutual funds, and crypto, with live price updates using GOOGLEFINANCE and other APIs. - I will set up automated calculations for P&L tracking and XIRR across all asset classes, ensuring real-time data updates. - I will build transaction ledger sheets for each asset category to record detailed transactions. - I will ensure the Google Sheet is scalable, well-formatted, and includes error handling. I can provide a FREE detailed quotation and project proposal with a suggested roadmap. My Portfolio: https://www.freelancer.com/u/mubashir021 Mubashir Ahmed

@presillaJ

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.