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English
$
USD
I will create an investment portfolio tracker for you
Gilli A Poulsen
About this gig
Built in Google Sheets using Google Apps Script you'll need your own free Google account; this isn't a hosted app.
Live prices come from Google Finance, delayed roughly ~20 minutes (not real-time tick data).
I'll need your exact holdings (ticker + exchange), your home currency, your broker (for accurate fee estimates), and your tax residency (for dividend withholding rates) before I start.
This is a tracking and organization tool, not financial advice all tax rates and fees are general defaults; please verify against your own broker statements and tax advisor.
I retain edit access to your spreadsheet after delivery, specifically so I can make future updates you request (new holdings, adjustments, added features). I do not monitor, use, or share your financial data access is solely for providing ongoing support.
One round of setup support included to confirm everything's working correctly on your end.
Respect third-party rights
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Get to know Gilli A Poulsen
Gilli A Poulsen
Incoming Student at Regents University London Finance Commodities Enthusiast
- FromFrance
- Member sinceJul 2026
Languages
English, Faroese, French, Spanish
I am an aspiring finance professional with a strong interest in commodities, mining, and investment markets. I have hands-on internship experience at Lundin Mining and Lundin Gold, where I practiced financial modelling, investor relations, and environmental monitoring. I actively manage my own investment portfolio focused on mining stocks and am eager to build a career in commodity markets and trading.
My Portfolio
FAQ
Do I need to know how to code?
No. Everything is pre-built — you just fill in your trades in the yellow cells. I handle all the setup.
What if I add a new investment later — do I need to buy this again?
No — message me and I'll add it directly for a small additional fee depending on complexity.
Will this work with my broker?
It's broker-agnostic for tracking — it works with any stock, ETF, or currency combination. Fee estimates are calibrated to whichever broker you tell me you use. It does not link directly to your brokerage.
Is this real-time?
Prices update automatically via Google Finance, typically with a ~15-20 minute delay — not suitable for active day-trading, ideal for long-term tracking.
Can you give me investment advice or tell me what to buy?
No — this is strictly a tracking and organization tool. I don't provide investment recommendations.
What information do you need from me to get started?
Your holdings (ticker + exchange), home currency, broker, tax residency, and the email you'd like statements sent to (Standard/Premium only).
Do you keep access to my spreadsheet after delivery?
Yes, but only to perform updates you request — new holdings, fixes, or added features. I don't monitor, view, or use your financial data otherwise.
What if something breaks or I get a formula error later?
Revisions are included per your package tier during delivery. After that, I'm available for ongoing support as a separate request.
Do you support cryptocurrency or non-stock assets?
Not currently — this is designed specifically for publicly-traded stocks and ETFs via Google Finance.
