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r/investingr/investing· u/Andrei_on_NQ· 7d ago 14

Thesis tracking is so painful with Google Docs!

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The author struggles with managing investment theses and tracking earnings for 10 stocks using Google Docs and asks for better methods.

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I have been investing for around half a year, the way I structure my portfolio is through picking 5-10 individual stocks across multiple industries and I write my thesis on them in a Google Docs, stuff like bear scenario, bull scenario or my overall bias. I don't have capital so some would argue that I'm wasting my time, however this is a skill I am eager in learning.

Currently I have 10 stocks in my portfolio, which is on the high end of things and it's honestly pretty hard to manage using Google Docs, I can't see when companies release earnings and it's hard to keep track of all of my theses. I'm not saying this is a deal breaker, but it sure is inconvenient.

So... is the way I invest a problem, because I honestly am not sure if anyone else does investing like this? And also, if y'all also write in Google Docs, do you hate it too or is it just me?

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