Portle guides
Practical workflows for a more accurate investment ledger.
Use these guides while editing your sheet, importing broker data, or comparing the ledger with your broker records.
Map a broker CSV to Google Sheets
Map a broker export to the Portle ledger format while preserving fees, currencies, dividends, cash movements, and cost-basis details.
5 min readSetup checklistSet tax residence and currency before reviewing returns
Choose your tax residence and reporting currency before reviewing gains, cash, and tax estimates.
4 min readAudit workflowAudit duplicate and missing trades in 10 minutes
Use broker positions, cash balance, company names, and date gaps to find ledger errors before portfolio totals become misleading.
5 min readRules checklistUse portfolio rules to review a long-term plan
Turn a broad investment plan into measurable thresholds for cash, position size, leverage, and drawdown reviews.
5 min readUS stock sale tax estimateIf I sell this stock today, how much will I keep after tax?
Estimate a US taxable-account stock sale from proceeds, adjusted cost basis, tax lots, holding period, year-to-date gains and losses, wash sales, NIIT, and state tax.
10 min readUK share sale tax estimateUK shares: if I sell today, how much will I keep after tax?
Estimate a UK taxable-account share sale using the Section 104 pool, same-day and 30-day matching rules, annual losses, the £3,000 annual exempt amount, and the 18% and 24% CGT bands.
10 min readCanada share sale tax estimateCanadian shares: if I sell today, how much will I keep after tax?
Estimate a Canadian non-registered share sale using proceeds, average adjusted cost base, selling expenses, the current 50% inclusion rate, capital losses, provincial tax, and superficial-loss rules.
10 min readAustralia share sale tax estimateAustralian shares: if I sell today, how much will I keep after tax?
Estimate an Australian personal-investor share sale using capital proceeds, cost base, parcel records, capital losses, the 12-month 50% CGT discount, marginal tax, and foreign-currency conversion.
10 min readMonthly return calculationWhat was my actual investment return last month?
Reconcile last month's investment result using opening and closing value, deposits, withdrawals, dividends, fees, realized gains, and unrealized gains without mistaking new money for performance.
10 min readCurrency return attributionHow much of my investment return came from currency?
Separate the return of a foreign asset from the return of its currency, quantify their interaction, and explain why the gain shown in your home currency differs from the stock chart.
10 min readAutomationConnect a broker API to your Google Sheet
Use a broker API to append transactions to your ledger. Check authentication, history limits, stable row IDs, and cash movements before automating the import.
6 min read