How To Use Google Finance Portfolio

Posted by Jamie on September 3, 2016

Whether you’re a professional investor or someone wanting to make their money work a little harder, tracking a range of investments can be a bit of a pain. If you use multiple brokers, funds or accounts, keeping track of them all can be even more laborious. Enter Google Finance. A single place you can manage your portfolio with ease. If you want to simplify your financial tracking, this Google Finance portfolio guide is for you!

Google Finance is part of the search giant’s attempt at world domination and forms part of its Google Drive document platform. Essentially, it’s a souped-up version of Spreadsheets but it does have a few good tricks up its sleeve.

First off, it is free. It may not be as powerful as some commercial portfolio platforms out there, but it costs nothing. Second, it allows you to track multiple individual investments and keep a running score of value, quantity and cash within the apps. It also provides news update specific to the companies you have invested in to help make informed decisions.

For advanced users, there is the ability to create charts and export them to a commercial portfolio platform should you need to.

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Building your Google Finance portfolio

To use Google Finance portfolio, you will obviously need a Google account and who doesn’t have one of those? Next, log into Google Finance and you are in the main interface. Simply add the ticker symbol into the box and begin building your portfolio.

  • Use Overview mode to view the final price of each stock, the percentage change, current capitalization, volume and highs and lows for the session.
  • Use Fundamental mode for more detail. It will show year highs and lows, earnings per share, price to earnings, forward price earnings ratio and the beta. It will also show your transactions for the stock.
  • Use Performance mode for a quick overview of how the stock has performed, its market value, gains and daily gain.
  • Transactions view will show your individual buys or sells for that stock.

Portfolio data is not in real time. It has around a 20 minute delay which is in line with most other financial websites. As this is Google, the search function at the top of the page is about as powerful as it gets. Simply type in the company you want to research and let Google work its magic. Select the company from the returns and you will then be taken to a new screen with the results.

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Managing your Google Finance portfolio

You can of course add, change or delete stocks as your portfolio evolves.

  • Check the box next to the stock you want to remove and hit Delete.
  • Click ‘Add transaction data’ to add buys or sells.
  • Click the stock link under Name to see detailed data about the stock, including performance graphs and competitor performance. Here you can also see recent news concerning the company and its events calendar.

Google Finance portfolio is ideal for home investors, fantasy investors or whoever is interested in investments and doesn’t want to pay for a commercial package. There is literally no limit to how much research you can do on individual companies either, so informed decisions should be easy to make. Good luck with it!

One thought on “How To Use Google Finance Portfolio”

RIck says:
I created a portfolio of some mutual funds, entered all the data (date purchased, purchase price, # of shares, etc). That was a week ago. Each day the Last Price is updated correctly, but the MktValue remains the same as the day the positions were purchased. I realize that mutual funds don’t settle until later in the day after the market closes, but it doesn’t make sense that GF knows the latest price but can’t multiply X # of shares to get the correct MktValue. Have you seen this happen?

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