I already track my holdings in Google Sheets and now I need a clear, interactive way to see how the portfolio is actually doing. The raw data is there—tickers, quantities, prices, and historic snapshots—but I have to scroll through multiple tabs to answer even basic questions. Here’s what I want built directly in the same spreadsheet (or in a tightly-linked companion file): • A single dashboard that calculates and displays my overall investment returns, current asset allocation, and side-by-side performance comparisons between positions or time periods. • Dynamic charts and tables that refresh automatically whenever the underlying sheet updates. I’m fine with standard Sheets formulas, QUERY functions, and pivot tables, but I’m open to Apps Script or Looker Studio if that makes the visuals cleaner while still keeping everything synced to the Google Sheet. • A simple control panel—date pickers, drop-downs, or similar—so I can filter the view without touching the raw data. All portfolio data already lives in Google Sheets; any legacy Excel copies sit in cloud storage and won’t need manual handling once the solution is in place. Please keep the final product contained within Google’s ecosystem so I don’t have to download or re-upload files. I’ll consider the work complete when I can open the dashboard, change a date range or holding, and immediately see updated numbers and charts for returns, allocation, and comparative performance without touching a formula.