Investment Tracker, Personal Finance Spreadsheet, Finance Tracker, Portfolio Template, Google Sheets
Investment Tracker that consolidates your stock portfolio and crypto investments in one finance spreadsheet. This portfolio template and finance tracker makes personal finance easy, and is a perfect complement to your budget planner or budget spreadsheet!
This is a Google Sheets with the following financial planner capabilities:
☆ Consolidates your stock portfolio & cryptocurrencies investments, with automatic updates of latest price movements.
☆ Track your unrealized, realized, and total Profits & Losses. Understand drivers behind your Profits & Losses and make informed investing decisions.
☆ Automatically generate informative visuals about your investment portfolio (breakdown by sectors, regions, asset classes etc.).
☆ Diversify, rebalance your portfolio periodically based on real-time data.
☆ Set monthly investment goals and understand your buying / selling patterns.
☆ Supports up to 5 currencies of your choice and multiple trading platforms - just input in one cell.
☆ Benchmark portfolio performance year over year against the S&P 500.
☆ Comprehensive crypto tracker, supporting thousands of coins listed on CoinGecko.
☆ Log trades and transactions in trading journal.
⚠️ This digital file is only available as a Google Sheets, not an Excel Sheet. Please do not download it as Excel as this will affect its formatting.
⚠️ After your purchase, you can download your digital file instantly.
6 simple steps to get your personal portfolio tracker up and running:
1. Personalize your tracker by filling out the general settings. This covers your currencies of choice, investment categories.
2. In the same sheet, update your latest cash balances and fixed income assets. Select your reporting currency. (e.g., if USD is selected, your reported net worth, P&L and investment flows across all currencies will be translated to USD)
3. Before buying or selling a stock, key in basic stock details here. These details will be automatically populated when you buy stock (step 4) and sell stock (step 5)
4. Enter your stock purchases. Fill up basic details around stock name, quantity bought, transaction date, amount spent. Key in transactions in chronological order
5. Enter your stock sales. Fill up basic details around stock name, quantity sold, transaction date, amount received. Key in transactions in chronological order
6. Enter your personal targets within the 3 reports: Net Worth, P&L and Investments
Investment Tracker that consolidates your stock portfolio and crypto investments in one finance spreadsheet. This portfolio template and finance tracker makes personal finance easy, and is a perfect complement to your budget planner or budget spreadsheet!