You will get a dynamic Google Sheets Investment & Portfolio template dashboard
Top Rated
Project details
The Google Sheets Investment Tracker offers a flexible approach to overseeing stock-related investments, ranging from a comprehensive summary to a detailed view of individual stocks. Users can access essential information such as their Total Portfolio Value, Capital Gains, Percent Gain, and other summary details of their Stock Portfolio.
This customized tracker includes fields for entering quantity and buy price data, allowing you to keep track of current amounts in your Stock Portfolio.
Additional Key Features of the Investment & Stock Portfolio Tracker:
• Manage Stocks, Bonds, ETFs, Cryptos, and International transactions
• Stock Snapshots
• Portfolio Summary
• Currency options
• Charts and Visualizations
• Various Filtering options
This customized tracker includes fields for entering quantity and buy price data, allowing you to keep track of current amounts in your Stock Portfolio.
Additional Key Features of the Investment & Stock Portfolio Tracker:
• Manage Stocks, Bonds, ETFs, Cryptos, and International transactions
• Stock Snapshots
• Portfolio Summary
• Currency options
• Charts and Visualizations
• Various Filtering options
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$45
|
Standard
$100
|
Advanced
$160
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 7 days |
Number of Revisions | 2 | 3 | 4 |
Number of Graphs/Charts | 2 | 4 | 7 |
Data Source Connectivity | - | - | |
Web Embedding | - | ||
Interactive/Animated Visuals |
Optional add-ons
You can add these on the next page.
Additional Graph/Chart
(+ 1 Day)
+$20
35 reviews
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SC
Skillet C.
Jun 21, 2026
Microsoft Certified Trainer to Create Excel Mastery 2025 Course
Jarvis did an excellent job creating our Excel course. He was professional, responsive, and delivered high-quality work that matched our needs. Highly recommended!
SS
Sat S.
Jun 2, 2026
Deal Tracker enhancement (Monthly Color change)
Jarvis has been excellent to work with. Communication has always been clear and professional, and he takes the time to ask detailed questions to fully understand the scope and objectives before getting started. This attention to detail helps ensure the work is completed accurately and efficiently.
We've worked with Jarvis on multiple projects, and he has consistently delivered high-quality work. He's reliable, responsive, and committed to producing great results. I would not hesitate to work with him again and highly recommend him to others looking for a skilled and dependable freelancer.
We've worked with Jarvis on multiple projects, and he has consistently delivered high-quality work. He's reliable, responsive, and committed to producing great results. I would not hesitate to work with him again and highly recommend him to others looking for a skilled and dependable freelancer.
FS
Farrell S.
Jan 22, 2026
30 minute consultation
RA
Russell A.
Jul 17, 2025
Finalize Course Notebook (Google Sheets and Forms)
Jarvis did a great job on my project. He is attentive, super smart, responsive, and accessible; everything I was looking for. Highly recommended!
JJ
Jay J.
Apr 22, 2025
Create Job Application that merges Word doc data with an Excel doc on Sharepoint
Jarvis is hard to work with and lacks a basic understanding of Microsoft 365 document sharing. He created the document under his personal profile and did not understand that makes the document unusable for our company. The spreadsheet he created was unusable and crashed regularly.
About Jarvis
Excel & Power BI Expert | Dashboards & Automation | Google Sheets
100%
Job Success
Springfield, United States - 5:45 am local time
If you’re dealing with:
+ Disorganized spreadsheets
+ Manual, repetitive processes
+ Reports that don’t give clear insights
I build solutions that save time, improve accuracy, and make your data easy to use.
🔧 What I Deliver
+ Interactive dashboards (Excel, Power BI, Looker Studio)
+ Advanced Excel & Google Sheets solutions
+ KPI & metric development
+ Data analysis & reporting systems
+ Automation (Google Apps Script & VBA)
+ Clean, user-friendly templates
+ Process optimization & workflow design
🚀 How I Work
+ Focused on speed, clarity, and usability
+ Build solutions that are easy to maintain (not overly complex)
+ Strong communication — clear updates, no guesswork
+ Comfortable working with messy, real-world data
🎯 Experience & Background
+ 18+ years supporting software and business solutions
+ Computer Information Systems background
+ Certified Scrum Master (efficiency & process-focused mindset)
Steps for completing your project
After purchasing the project, send requirements so Jarvis can start the project.
Delivery time starts when Jarvis receives requirements from you.
Jarvis works on your project following the steps below.
Revisions may occur after the delivery date.
Prefer to schedule a meeting to further discuss your needs?
As your schedule permits, I'm available for us to arrange a Virtual/Zoom meeting to further discuss your requirements. Please let me know which time frame suits you best.