Google Finance – Tracking a Portfolio with Mutual Funds

Google Finance offers a simple way to track a portfolio. You can use a Google spreadsheet and have all of the features of a spreadsheet (to track % of portfolio, % gains, etc.) and also insert a bit of code to get current values of securities.

There are simple tutorials for doing this for stocks.

You need to first put the exchange (NYSE, NASDAQ, etc.) and then the symbol. So NASDAQ:AAPL for example. The complete code to use to retrieve the prices is

=GoogleFinance("nasdaq:aapl")

If you don’t know the exchange it trades on just put it in Google Finance and it will show you the code to use. Directly below the security name it will list the [exchange]: [symbol].

view of apple quote screen

You can also use this to find the code to use for mutual funds. So for example searching for Vanguard Health Care Fund Investor Shares will return

Vanguard Health Care Fund Investor Shares  - image of syntax for Google Finance

So you would use

=GoogleFinance("MUTF:VGHCX")

And for the Fidelity MSCI Health Care Index

=GoogleFinance("NYSEARCA:FHLC")

The spreadsheet is an easy way to collect items held at several brokers and to do real time calculations based on current stock prices. One reason I have several brokers is that provides some security from technical failures on their part (their webs sites, applications… being down). Also different brokers can do certain things a bit better than others (pre market trading etc.).

I hope this is helpful to some people. Good luck with your investing.

Related: Use FI/RE to Create a Better Life Not To Build a Nest Egg as Quickly as PossibleRetirement Portfolio Allocation for 2020Investment Risk Matters Most as Part of a Portfolio, Rather than in IsolationRetirement Planning: Looking at Assets

Leave a Reply

Your email address will not be published. Required fields are marked *