✅ Simple YTD Return Formula GOOGLE SHEETS – Anyone Can Do This!

Google Sheets provides powerful tools for tracking stock and ETF performance, but it does not have a built-in function to calculate Year-To-Date (YTD) returns. This means investors need to manually create a formula to track how much a stock has gained or lost since the start of the year. In this tutorial, we’ll walk through how to: ✅ Get real-time stock prices using GOOGLEFINANCE ✅ Find the stock’s price on January 1st of the current year ✅ Manually calculate the YTD return with a simple formula By following these steps, you’ll be able to automate YTD return tracking without relying on a built-in function. Let’s get started! 🚀 =(GOOGLEFINANCE(D5,"price")/INDEX(GOOGLEFINANCE(D5,"close","01/01", today()),2,2))-1 Disclaimer: The information contained in this presentation does not constitute investment advice and should NOT be taken as (a) a solicitation of an offer to buy or sell a security, (b) an endorsement or recommendation of any particular security or trading strategy, or (c) investment advice.