Investment portfolio tracker
Manage your portfolio of stocks, ETFs and crypto with ease. Add a list of your investments, and the built-in integration will add financial data directly in the spreadsheet for you. Set up daily automated updates for easy tracking.Use template
Having a invesment portfolio tracker is crucial to understand how your investments are doing, and be able to make timely decisions.
This template allows you to automatically manage your portoflio of stocks, index funds and cryptocurrencies in one place.
How it works
- Add the equities (stocks or index funds) and currencies invested
- The equity/currencies prices are updated automatically every 12 hours
- A daily log of each investment, price and profit is created.
- See summary reports of Profit & Loss and asset allocation.
- Expand the template and customize the tracker to your needs.