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I need a professional Net Worth Tracker in Google Sheets with a clean, easy-to-understand dashboard and separate tracking sheets for each asset class. Key Requirements 1. Dashboard showing: Total Net Worth (Assets – Liabilities) Asset Allocation (Pie Chart) Net Worth Growth Chart (monthly tracking) Monthly Net Worth Change (MoM) Total Assets & Total Liabilities summary 2. Separate Sheets Needed Indian Stocks (with P&L tracking + live prices) US Stocks (USD + INR values + P&L + live prices + USD-INR conversion) Mutual Funds (live NAV tracking) Crypto (live prices) Bank Accounts + FDs (manual entry) NPS (manual entry) EPF (manual entry) Insurance (manual entry) Gold (ETF/SGB/Physical – ETF price automated if possible) Liabilities (Home Loan + Credit Card Outstanding – manual entry) 3. Automation Needed Live updates using formulas for: Indian Stocks (GOOGLEFINANCE) US Stocks (GOOGLEFINANCE) Mutual Funds NAV (auto pull) Crypto prices (auto pull) 4. Ledger Requirement Separate transaction ledger sheets for: Indian Stocks Ledger US Stocks Ledger Ledger must capture: Date, Ticker, Buy/Sell, Qty, Price, Amount (charges optional) 5. Expected Output Fully functional Google Sheet with correct formulas, formatting and error handling Scalable structure (easy to add new holdings)
ID do Projeto: 40161767
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Ativo há 12 dias
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7 freelancers estão ofertando em média ₹2.714 INR for esse trabalho

As a full-time freelancer with an extensive background in Forex trading and Account Management, I have the skills and expertise to create the comprehensive net worth tracker you need. I understand that the core value of such a sheet lies in its accuracy, reliability, and clarity. My experience in managing complex financial data and creating scalable structures aligned with your requirement for separate tracking sheets for each asset class makes me an ideal buddy for this project. In addition to my financial analysis acumen, my proficiency in Google Sheets is a benefit you can leverage. Whether it's creating automated live updates using formulas or building neat and intuitive dashboards, I have a knack for making data more meaningful without compromising on functionality. This aligns with your demand for automated tracking of stock market data (Indian & US), Mutual Funds' NAV, and Crypto prices - everything that will keep your dashboard live while you focus on investments. My past clients often valued the fact that I go beyond just 'getting the job done'. I believe in building long-term relationships where trust is paramount. In line with this ideology, I commit to not only delivering a fully functional Google Sheet but also providing post-project support to ensure smooth scalability as your investment portfolio grows. Let's discuss how we can take your portfolio management to the next level!
₹2.500 INR em 1 dia
4,8
4,8

I am an experienced Google Sheets developer with 8+ years of expertise in Google Workspace automation. I have successfully built multiple financial tracking systems, dashboards, and automated data entry solutions using Google Sheets and Apps Script. I will create a professional Net Worth Tracker with live investment dashboard, multiple asset class sheets, and real-time data visualization. I ensure clean formulas, proper error handling, and scalable structure for easy maintenance. I am confident in delivering this project within 7 days with high quality.
₹2.500 INR em 7 dias
3,4
3,4

As a full-stack developer specializing in scalable, performant solutions, I am excited to offer my expertise in creating a comprehensive, professional Net Worth Tracker in Google Sheets for you. With over five years of experience, engaging with complex projects is second nature to me. My proficiency spans data analysis and visualization; skills essential for understanding your desired Project Requirements. Equipped with strong mastery of Excel, I am confident in transforming your envisioned Dashboard into reality. My proficiency extends to Google's finance APIs for live stock prices, funds NAV, and automated stock tracking. Additionally, my expertise in managing manual real-time data entries will seamlessly integrate account info like Bank Accounts, FDs, NPS, EPF, Insurance etc. Moreover, my knowledge entails designing a functional ledger to track every financial move on separate asset sheets such as Indian and US Stocks. This meticulous record will capture dates, ticker trades (buy/sell), quantity, prices etc., ensuring accurate tracking of Profits & Losses (P&L). Lastly, my skillset also incorporates a flair for UI/UX—a relevant trait when establishing a sleek design interface key for financial trackers. Trust my team at "Chirag" to provide high-caliber project delivery from ideation to error-free deployment. Let’s collaborate— let's build you the ultimate net worth tracker that assures better investment choices –every time!
₹2.500 INR em 7 dias
0,0
0,0

Hi, i will provide you with the required Net Worth tracker in google sheets meeting all of your requirements. I am a CA final student with experience of 2 years in a CA firm working on financials of various companies with and extensive use of google sheets and excel.
₹3.800 INR em 7 dias
0,0
0,0

Hey, I can build this for you. I'll set up the dashboard with net worth calculations, pie charts for allocation, and monthly growth tracking. Each asset class gets its own sheet with GOOGLEFINANCE pulling live prices for stocks and crypto. Manual entry sections for bank accounts, FDs, insurance, loans etc. The ledger sheets will track all transactions with date, ticker, buy/sell, qty, price. Everything will be formula-driven so it updates automatically and scales easily when you add new holdings. Can deliver a clean, well-organized sheet within 5-6 days. Let me know if you have any questions.
₹2.199 INR em 5 dias
0,0
0,0

Hi, I can build a professional, scalable Net Worth Tracker in Google Sheets with a clean dashboard, separate asset-class tracking, and live automation exactly as you’ve outlined. I have strong experience building finance trackers in Google Sheets where accuracy, automation, and long-term usability matter. I’m happy to walk you through how each section works once delivered. Let me know if you have any preferred layout references or reporting frequency (monthly/quarterly), and we can get started right away. Best regards, Ashish
₹3.000 INR em 15 dias
0,0
0,0

✅ Financial Tracking Expertise – I've built multiple net worth trackers with live price feeds, P&L calculations, and multi-currency support (INR/USD) ✅ Advanced Google Sheets Skills – Expert in GOOGLEFINANCE, IMPORTXML, custom formulas, dynamic charts, and error handling for uninterrupted data flow ✅ Indian Market Knowledge – Familiar with NSE/BSE tickers, mutual fund NAV sources, NPS/EPF structures, and INR-USD conversion requirements ✅ Automation Specialist – I'll implement live updates for stocks, crypto (CoinGecko/CoinMarketCap APIs), and mutual fund NAVs with automatic refresh ✅ Clean Dashboard Design – Professional, intuitive layouts with conditional formatting, visual charts, and mobile-friendly views My Approach: Dashboard – Real-time net worth summary with asset allocation pie chart, MoM growth tracking, and trend analysis Asset Sheets – Separate tabs for each category with automated price pulls and P&L calculations Transaction Ledgers – Complete buy/sell history with automatic portfolio reconciliation Scalability – Easy-to-expand structure with dropdown menus and protected formulas Error Handling – Fallback mechanisms for API failures, #N/A errors, and data validation
₹2.500 INR em 7 dias
0,0
0,0

Ahmedabad, India
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₹12500-37500 INR
$15-25 USD / hora
$30-250 USD
$15-25 USD / hora
₹12500-37500 INR
$250-750 USD