# market_track

**Repository Path**: mirrors_maruel/market_track

## Basic Information

- **Project Name**: market_track
- **Description**: Google Apps script for Google Sheets to track exchange rates, international stocks and funds
- **Primary Language**: Unknown
- **License**: Apache-2.0
- **Default Branch**: master
- **Homepage**: None
- **GVP Project**: No

## Statistics

- **Stars**: 0
- **Forks**: 0
- **Created**: 2020-09-25
- **Last Updated**: 2026-09-12

## Categories & Tags

**Categories**: Uncategorized

**Tags**: None

## README

# market_track

Google Apps Script for Google Sheets to track exchange rates, international stocks and funds.


## Purpose

Enable one to safely track a large numbre of stocks, exchange rates and funds over decades.

This [Google Apps Script](https://developers.google.com/apps-script/) for [Google Sheets](https://developers.google.com/apps-script/guides/sheets) is effectively making a cache of the historical
values of stocks you want to track. This permits analysing and graphing without having
to constantly use [GOOGLEFINANCE()](https://support.google.com/docs/answer/3093281) function, which eventually becomes throttled by Google
Apps when you start tracking lot of stocks. This is a problem when you track a hundreds
of stocks over decades.	

	
## Why

Your favorite app will likely not be supported in 10 years, neither your favorite web site
maintained by a startup with no income. On the other hand, spreadsheets have a 99% chance
of being around in 2040.

Static data can be printed on dead trees (paper) and analysed 10 years later, so it's
better to retrieve the data and keep a static copy than rely on the functions to retrieve
the data on the fly. For example, a free finance provider may not want to go back more than
10 years ago, which can be a real problem. You can import a CSV and mix
with the sheets here. Even if the code here doesn't work in 2040, **your data is safe** and
you can export it to CSV to import it back into _Microsoft Office 2038_.


## Actions


### Setup

1. Create a [new Google Sheet](https://docs.google.com/spreadsheets/create).
2. Select menu `Tools`, `Scripts editor`.
3. Paste the content of `code.gs` into the editor.
4. Save, close the script editor.
5. Close and reopen the sheet.
6. Track your first ETF/Stock: Select menu `Stocks`, `Track a new <stock/currency/ETF/mutual fund> via a new sheet`. If you can't find it, it'll be on the far right right after `Help`. If it's not there, the script didn't load.
   1. Repeat for all the ETF/Mutual Fund/Currency exchange rate/Stock you want to track.
7. Create your first account: Select menu `Stocks`, `Create a new transactional account sheet (unregistered/401k/RRSP/etc)`.
   1. Create one account sheet per type of account (registered, unregistered, different currency) you own.
8. Fill the transactions you did in each account.


To update to a new version, redo steps 2, 3 and 4 on an existing sheet, replacing the old code.


### Update a sheet

Use the menu `Stocks`, `Update current sheet`.


### Update all sheets

Use the menu `Stocks`, `Update all sheets`.


### Start over with a sheet

Just delete the sheet and create it again.