Stock & Crypto Portfolio Tracker

Description

Take Control of Your Investments with the Ultimate Portfolio Tracker (Google Sheets)

Tracking your stocks, crypto, and diversified assets doesn’t have to be complicated. This all-in-one Investment Portfolio Tracker is built for investors who want complete visibility, accuracy, and organization — all inside Google Sheets.

Designed for both beginners and experienced investors, it gives you everything you need to monitor performance, track dividends, manage transactions, and analyze investment opportunities — all from one clean and professional spreadsheet.

⦿ Why Choose This Investment Portfolio Tracker?

• All-in-One Investment Management
Easily manage your entire portfolio — stocks, crypto, and other assets — from one place. Every section is structured for clarity and accuracy.

• Comprehensive Tracking System
From transactions to watchlists, dividend income, and performance dashboards — everything updates automatically for smarter insights.

• Clean, Professional & Easy-to-Use Design
A minimalist and intuitive layout designed for clarity, simplicity, and efficiency.

• Save Time & Reduce Errors
Automated calculations, dynamic summaries, and instant overviews help you spend less time tracking and more time investing strategically.

⦿ What’s Included in This Tracker?

• Setup Tab – Input your investment preferences and portfolio details.
• Dashboard – Get a real-time snapshot of portfolio value, allocations, and performance metrics.
• Transactions Tab – Record every buy, sell, or dividend reinvestment.
• Transactions Sort & Filter Tab – Instantly filter and sort all transactions by date, asset, or type for faster analysis.
• Stock Portfolio Overview – Monitor holdings, allocations, and unrealized gains/losses at a glance.
• Crypto Portfolio Tab – Track your cryptocurrency holdings with live values and performance summaries.
• Diversified Assets (Other Investments Portfolio) – Manage and track other asset types such as real estate, collectibles, or bonds in one section.
• Stock Watchlist – Keep an eye on potential stock opportunities and market data.
• Crypto Watchlist – Pre-filled with 100 major cryptocurrencies, making it easy to monitor trends and plan entries or exits.
• Dividends Tracker – Track dividend payouts, income by stock, and forecast annual earnings.
• Stock Research Tab – Analyze stocks with a dedicated space for financial ratios and key data.

⦿ Who Is This Tracker For?

• Beginner investors want an organized system to manage their portfolios
• Experienced investors tracking diverse assets in one place
• Crypto traders and stock market enthusiasts
• Anyone who wants a simple, powerful, and automated investment tracker.

⦿ How It Works

• Purchase & Instant Access
Download your editable Google Sheets template instantly after purchase.

• Customize in Minutes
Set up your portfolio, add your assets, and start tracking performance.

• Track & Analyze
View portfolio metrics, sort transactions, and compare stocks and crypto with built-in tools.

• Grow & Optimize Your Wealth
Use insights and performance dashboards to refine your strategy and build long-term wealth.

⦿ Why Choose This Google Sheets Template?

• Fully customizable for stocks, crypto, and other assets
• User-friendly, modern, and professional layout
• Automated formulas and dashboards that save time
• Backed by responsive support — we’re here to help you succeed

Stay organized, track everything in one place, and build wealth with clarity and confidence.

⦿ Need Help?

Got a question? We’re here for you. Reach out anytime, and our team will gladly assist with anything you need.

© Copyright Notice

This product is for personal use only. Commercial use, resale, or redistribution is strictly prohibited. All content and designs are the intellectual property of our brand.