Portfolio Tracker

Take Control of Your Investments with the Ultimate Portfolio Tracker

Are you juggling multiple brokerage accounts and struggling to see the “big picture” of your finances? The Stock & Crypto Portfolio Tracker is designed to simplify your investment life.

Built specifically for Google Sheets, this tool harnesses the power of live data to do the heavy lifting for you. Simply enter your buy and sell transactions, and watch as the dashboard automatically calculates your profit/loss, portfolio diversity, and growth over time.

Why This Tracker?

Most trading journals are either too complex or too ugly. We built this one to be beautiful, intuitive, and functional. Whether you are a passive investor focusing on long-term growth or an active trader logging daily moves, this spreadsheet adapts to your needs without requiring advanced spreadsheet skills.

🔥 Key Features:

• 📈 Live Market Data: Connected directly to Google Finance to pull real-time price updates for Stocks, ETFs, and major Cryptocurrencies. No more manual price checking.

• 💰 Comprehensive Dashboard: View your Total Portfolio Value, Daily Gains/Losses, and All-Time ROI in one sleek, color-coded control center.

• 📊 Visual Asset Allocation: Automated pie charts show you exactly how much you are invested in different sectors or asset classes, helping you rebalance with confidence.

• 📝 Dividend & Cash Tracking: Keep track of dividend payouts and available cash to see your true total return.

• 📅 Multi-Year Support: Scalable design allows you to track your performance year over year. Simply duplicate tabs to keep a history of your success.

• ✅ Beginner Friendly: You don’t need to be an Excel wizard. The sheet comes with clear instructions and is ready to use immediately after download.

What’s Included:

• 1 x Google Sheets Portfolio Tracker Template (Access via PDF link).

• Step-by-Step Instructions Guide.

• Bonus: Watchlist Tracker to monitor potential buys.

⚙️ System Requirements:

• Platform: Google Sheets (Works on PC, Mac, Tablet, and Mobile via the Google Sheets App).

• Account: Requires a free Google Account (Gmail).

• Note: This template is built specifically for Google Sheets and is NOT compatible with Microsoft Excel (due to the live data functions).

Stop guessing your net worth. Start tracking it. Download your Automated Portfolio Tracker today and watch your wealth grow.

— not for financial or investment advice.