6 Building an asset monitor
This chapter covers
- Collecting portfolio data from online and offline sources
- Analyzing the performance of assets in a portfolio
- Projecting future returns from assets and portfolios
- Creating monthly reports on passive income and gains
- Collecting data in a Google Sheets document
In the previous chapters, we showed how to select assets for possible investments. Assuming you might have already bought assets, it is time to show how to monitor existing portfolios. This chapter is about staying in control, staying informed, and maximizing the potential returns of your assets.
First, we’ll walk you through collecting your holdings from various brokers. Next, we’ll aggregate this data into clear, actionable insights: tracking your total passive income, identifying standout performers (both positive and negative), and uncovering areas for improvement. Finally, we’ll project your future earnings and growth to answer the big question: when will you hit your financial milestones?
We gather data using Google Sheets, enabling us to visualize our information, filter it, and delve deeper into the details. Let’s uncover the secrets to managing your stock portfolio like a pro. Ready to level up? Let’s get started.