Email Daily Stock Portfolio Reports from Google Sheets

I have a Stock tracker spreadsheet built inside Google Sheets that keeps track of my fictional stock portfolio. You can make your own copy and use it as a template. The stock prices in the Google Sheet are updated automatically using the GOOGLEFINANCE function.

I would like to set up a daily trigger that runs every day at, say 4pm, and sends me an email with a snapshot of the spreadsheet. This way I can keep track of the performance of my stocks without having to open the spreadsheet every day. Let’s see how this process can be easily automated with the help of the Email Google Sheets add-on.

1. Install the Email Google Sheets add-on. Then, inside your Google Sheet, go to Extensions > Email Google Sheets > Open to launch the app.

2. Click the Create Workflow button to create a new automation workflow.

3. Go to the Email step of the workflow and put the email addresses of the recipients in the To, Cc and Bcc fields. You can then add a custom subject and message that include values from the spreadsheet.

   

   For example, in our workflow, the subject line says The portfolio value on {{Date}} is {{Watchlist!B5}} which will be replaced by the current date and the value of the cell B5 in the Watchlist sheet.

   The message body of the email includes {{ Watchlist!B7:I16 }} which will be replaced by the cell range B7:I16 in the Watchlist sheet. All the formatting of the cells will be preserved in the email.

   If you would rather send a high-resolution screenshot image of the cell range, use an Image: marker that includes the ID of the sheet, like {{ Image:Watchlist!1233054202,B7:I16 }}. You can click the Markers button to see the list of all the available markers that you can use in the email.

4. Click the Preview button to send a test email to yourself. Here’s what the email looks like in my Gmail inbox.

   

5. If everything looks good, click the Continue button to move to the next step. Here you can choose the frequency of the workflow. You can set it to run daily, weekly, monthly or even on a custom schedule.

   

   Emails are sent within 30 minutes of the scheduled time and GOOGLEFINANCE quotes may be delayed by up to 20 minutes. If you want closing prices in your report, schedule the workflow at least an hour after the market closes.

That’s it. Your workflow is now set up and will run automatically around the time you have specified.

Also see:

• Install Email Google Spreadsheets
• How to Email Charts in Google Sheets
• How to Email Timelines in Google Sheets