Testing the new site! The focus will be on Project Portfolio Management and Software Development. Hope everyone's having a great day!
You can build a simple historical net worth / investment tracking tool with Google Sheets without providing your private financial credential to online services. For the historical perspective, you will need to add some simple script to automatically copy the information to the Historical tab. Please note that I added light script below to help you get started. Level of complexity: Medium - need to add/modify script and how to use charts. Knowledge of spreadsheet: High Time: 3 hours High level structure Today tab This is your current financial picture view. An example structure is below. Date: 2022-07-23 Assets Investment A 100,000 // Auto Calculation based on the Investment tab - direct ref. is ok Investment B 100,000 // Auto Calculation based on the Investment tab - direct ref. is ok House A 500,000 // Manual input once in