Ultimate US Stock Watchlist Template – Powered by Google Finance

New to stock investing? Kick off with a watchlist of NASDAQ 100 and S&P 100 giants - great for exploring technicals of stable U.S. stocks. Explore their key metrics like market cap, P/E, 52-week levels, DMA levels, RSI, pivot points, and performance over different timeframes for your own insights.

🚨 Google Sheets ONLY ⚠️ This is NOT a Microsoft Excel spreadsheet.
It requires:
✔ A Google account ✔ Is Reliant on Google Finance Service ✔ A stable internet connection✔ A capable PC for the best experience
Note: Template is for U.S. markets; Other market data may be less accurate.


Template Description:
-   A powerful, affordable Google Sheets template designed to empower long-term investors and casual investors with U.S. market insights and personal portfolio tracking.
-   Preloaded with the NASDAQ 100 and S&P 100 across two dedicated sheets for America’s top stocks, this template taps into Google Finance data for a dynamic, customizable experience.
-   Add your own stocks in the Watchlist Setup tab – Number of Shares, Average Cost, Dividend Yield, and Number of Dividends Per Year and unlock the Portfolio Dashboard with a summary table, top/least performers, and diversification charts.

(Images attached are for illustration purposes only)

Why Investors Will Love It

• Customizable & Scalable: Use the rock-solid U.S. indices NASDAQ100 and S&P100, or build your own watchlist+portfolio—tailor it to your goals.
• Time-Saving: Preloaded with 200 top U.S. stocks, and a dashboard for your holdings—all ready to go.
• Unbeatable Value: Get a feature-packed tool that blends stock metrics, portfolio tracking, and saving you hours of setup.
• Stay in Control: Keep the SETUP page updated for any future changes in NASDAQ 100 or S&P 100, ensuring your watchlist stays current.
   

Use Cases

• Long-Term Investors: Monitor your portfolio’s performance, dividends, and diversification while analyzing multi-year returns and DMA trends in U.S. top stocks.
• Casual Investors: Explore U.S. markets, track personal holdings, and visualize diversification for fun and learning.

What Makes It Special?

1. Preloaded U.S. Indices:
   • NASDAQ 100: Track America’s top tech-heavy stocks.
   • S&P 100: Monitor the cream of the U.S. large-cap market seamlessly.
2. Watchlist Setup: Your Portfolio, Your Way
   • Input your holdings – Number of Shares, Average Cost, Dividend Yield, and Number of Dividends Per Year – right in the Watchlist Setup tab to personalize your watchlist.
3. Portfolio Dashboard: See the Big Picture
   • Portfolio Summary Table: Displays Invested Amount, Current Value, Return %, Dividend Per Year, and P/E for each stock.
   • Top 5 & Least 5 Performers: Separate tables highlight your best and worst stocks by return.
   • Diversification Charts: Visualize your portfolio with a Donut Chart for stock allocation and a Pie Chart for sector breakdown.
4. Bonus: Custom Watchlist Template
   • A separate, fully functional template lets you build additional watchlists from scratch, supporting any ticker from Google Finance with all the same features.
5. Sector Filtering
   • Filter stocks by sector – tech, finance, healthcare, or beyond – across all sheets, including your custom portfolio.
6. Robust Sorting Options
   Sort stocks across 14 key metrics to spot opportunities and trends for your own insights:
   • Market Cap: Find the heavyweights or hidden gems.
   • P/E Ratio: Gauge valuation at a glance.
   • EPS: Assess profitability with ease.
   • Downside to 52-Week Low %: Identify stocks near support levels.
   • Correction from 52-Week High %: Pinpoint potential bargains.
   • RSI Daily & Weekly: Detect overbought or oversold conditions.
   • Performance Metrics: 1D Change %, 1M, 3M, 6M, 1Y, 3Y, and 5Y Returns—see how stocks stack up over any timeframe.
7. Moving Averages (DMA) with Downside Breach Highlights
   • Each stock displays its 20, 30, 50, and 200-Day Moving Averages side by side.
   • Visual highlights trigger only when the stock price falls below these DMA levels, alerting you to potential weakness—no highlights when the price moves above.
8. Weekly & Monthly Pivot Points
   • Pivot Points are calculated and displayed for both weekly and monthly timeframes.
   • Highlights show where the current stock price sits relative to these levels—above resistance, below support, or in between—giving you instant technical insights.

Contact Email:
thetemplateguy25@gmail.com

Disclaimer:
  This Google Sheets template utilizes data from Google Finance, which may be delayed up to 20 minutes, incomplete, or temporarily unavailable due to Google server downtime, high traffic, or regional restrictions, including in the USA. Users are solely responsible for verifying the availability, accuracy, and suitability of Google Finance data and ensuring compliance with Google’s Terms of Service (available at transparency.google). This template is provided for personal, informational use only and does not constitute financial, investment, or professional advice. Always consult a qualified financial advisor before making financial decisions. As a non-tangible digital product, all sales are final, and no refunds will be issued, in accordance with Gumroad’s policies and applicable laws. The seller is not liable for any losses, damages, errors, or consequences arising from the use of this template or interruptions in Google Finance services. This template is for personal use only and may not be resold, redistributed, or reproduced without written consent from The Template Guy 25. This agreement is governed by the laws of India. For tax-related inquiries, refer to Gumroad’s tax policies. For support or questions, contact thetemplateguy25@gmail.com.