FINANCES Tracker Spreadsheet for Google Sheets. Track and manage your Stocks and Crypto Investment Performance using this easy-to-use template spreadsheet. – MOBILE DASHBOARD INCLUDED!
—————————————————
FULL VIDEO ON YOUTUBE:
Stocks & Crypto Portfolio Tracker is great for tracking all your investments together, seeing where your money is allocated, accurately tracking your profits or losses, and having a consolidated record of all your transactions!
With this comprehensive investment portfolio tracker spreadsheet, you can monitor all of your assets with ease.
All your stocks and cryptos are automatically refreshed with the latest market data!
It is great for both investing beginners who are starting to build their investment portfolios, and for more experienced investors!
It’s crucial to keep track of all your holdings and transactions together. And that is what we offer, the tool to do exactly just that and efficiently track your portfolio!
—————————————————
What you get
—————————————————
Track global stocks & over 2,000 cryptocurrencies
Mobile Dashboard – Stay updated on the go
144 Supported Base Currencies
11 Sheets
An Easy-to-Use Spreadsheet
Accurate Analysis
SUPPORTED CRYPTOCURRENCIES:
IT WORKS (Guide included)
—————————————————
1. Portfolio base currency is selected
2. History is entered (Transactions, Trades, Dividends)
3. Each tickers information is specified
Everything is then calculated automatically based on the above, and on the latest market data!
—————————————————
11 SHEETS
—————————————————
Welcome
Dashboard
Portfolio
Performance
Allocation
Crypto Market
Mobile Dashboard
Export CSV
History
Tickers Info
Settings
—————————————-
ALL FEATURES BY SHEET
—————————————-
WELCOME
General portfolio setup
DASHBOARD
An overview of your portfolio
– Portfolio daily change
– Top 10 daily changes of holdings
– Customized top bar with the indexes of your choice
– General portfolio info
PORTFOLIO
A consolidated view of all your current holdings
– Value
– Invested
– Total Return
– Past Performance sparkline & change %, etc.
PERFORMANCE
See your portfolios total performance and the past performance of your holdings
– Portfolio total performance
– Past performance of holdings
– Compare against a benchmark
– Search for any supported ticker symbol
– Chart Range: 7 Days, 14 Days, 30 Days, 3 months, 6 months, 1 year
– Chart Data: Price, Daily change %, Change within range %
– Top 10 gainers/losers
– Dividend income by each holding
ALLOCATION
See your portfolios allocation
– Categories: Currencies, Sectors, Asset Classes, Brokers/Exchanges
– Sub-Categories: The allocation within each category
– Desired Allocation: Calculate the rebalancing required based on your targets
CRYPTO MARKET
Get the latest updates from the crypto market (Top 250 Cryptos by Market Cap)
– Daily change %, Current Price, Market Cap, 24H Volume, Past 7 Days
– Customized top bar with the cryptos of your choice
– Charts: By Market Cap, By 24H Volume
– Top 10 daily changes within the crypto market
MOBILE DASHBOARD
Stay updated on the go by syncing the spreadsheet with your phone (Guide Included)
– Portfolio daily change
– Top 10 daily changes of holdings
– Customized market updates
– General portfolio info and more!
EXPORT CSV
The ability to export all your history as one CSV file
HISTORY
Detailed entries of your history
– Supported types: Deposit, Withdrawal, Buy, Sell, Dividend
– Entries: Date, Type, Amount, Ticker, Price, Quantity, Exchange Rate, Fees, Notes
– Accurately calculating the Total, Position, and Profit / Loss of each trade
TICKERS INFO
Specifying the info of each ticker symbol
– Exchange
– Listing Currency
– Sector
– Asset Class
– Broker / Crypto Exchange
SETTINGS
Customize the spreadsheet to suit your needs
– Customize the lists of Tickers Info & the Market Updates
– Common Errors documentation
– Setup the Mobile Dashboard guide
—————————————-
UPDATE v2.0.0
12 Feb 2024
—————————————-
1. Change of Data Provider:
– Increased cryptocurrency coverage from 250 to +2,000
– Changed the data refresh from manual to automatic. Cryptocurrency prices are now updated daily.
2. Added Support for Deprecated Exchanges:
– The Google Finance formula stopped supporting certain exchanges, like SGX. To fix this, we implemented Web Scraping to fetch prices directly from Google Finance and keep supporting these exchanges.
3. Improved Mobile Dashboard:
– Increased the number of holdings shown from 10 to 50
4. Usability Improvements:
– Weve made several usability enhancements to ensure a smoother experience.
—————————————-
HELP
—————————————-
Need Help? Send us an email at support @ investingtools.xyz or contact us through
and we will be right with you!
—————————————-
NOTES
—————————————-
– This is an instant digital download.
– No refunds, exchanges, or cancellations on digital purchases. However, we will decide on a case-by-case basis and we reserve the right to refuse a refund.
– How to access your digital download : FOR PERSONAL USE ONLY. The workbook may not be shared or re-sold.
– The listing pictures may differ from the downloaded file, as the spreadsheet is updated from time to time.
greg –
well thought out and designed spreadhseep. Excellent customer service!
Lisa –
Attentive to customer questions or feedback. 100% recommend.
Srginn –
Hes a nice and honest guy.
Oscar –
Great product and will help if stuck anywhere.