| You can do powerbi and a dashboard or probably similar in google spreadsheets I'd figure with external data source. You should also include a general net worth, daily net gain, weekly net gain on 7 day lag, and monthly/quarterly to see how you're really doing. Just the number and a basic chart can do so much more to clear it up. Etsy and BTC, congrats, same here too. What I did was create a general dashboard, of my daily net worth and also gone as far as see my daily spend - I setup email alerts on my credit card, withdrawls and used O365 flow to capture the number and append it to a spreadsheet which then is pushed to the dashboard on a hourly cadence. Bank accounts value
Stocks
Crypto
Housing equity (this one is static, just took value and apply a custom appreciation rate, low, but figue if 3% annual is correct, just divide by 12, and do it monthly)
Gross Revenue/Paycheck income.
Daily Spend
Daily spend average. But I admit it is different from just tracking investments, hopefully this post makes sense, I feel like I went off quite a bit. |
I'll look into powerbi - thanks for the suggestion.
It sounds like you're using it to track your budget & net worth.
I actually disagree with tracking my investments this granularly. Just because we can, doesn't mean we should. I find it's better to zoom out when it comes to investing and let time & compounding work for me. If it was granular to the day, I think I'd drive myself crazy! :)