Stock & Crypto Investment Tracker | Portfolio Dashboard & Trade Tracker

Stock & Crypto Investment Tracker for Google Sheets

The Stock & Crypto Investment Tracker is a structured Google Sheets system designed to help you monitor investments, track transactions, and analyze portfolio performance across multiple accounts.

Instead of manually tracking investments across different brokerage platforms, this tracker organizes your portfolio into one clear dashboard. Automatic calculations and built-in analytics help you understand your portfolio performance, allocation, and overall investment progress.

The tracker integrates with Google Finance to automatically pull market prices for supported assets, reducing the need for manual updates.

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Why Use an Investment Tracker

Many investors rely on brokerage dashboards that only show account-level performance. This makes it difficult to see your complete portfolio picture, especially if you invest across multiple accounts or platforms.

Without a centralized system, it becomes harder to answer questions such as:

• What is my total portfolio return?
• How much profit have I realized vs unrealized?
• Is my portfolio properly diversified?
• Which investments are performing best?

This tracker solves that problem by providing a clear portfolio dashboard and transaction history in one place.

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Key Features

Track All Investments in One Place

Monitor stocks, crypto, ETFs, and other publicly traded assets across multiple brokerage accounts or exchanges.

Automated Market Data

Integrated with Google Finance, the tracker automatically updates asset prices and key market data for supported securities.

Portfolio Performance Insights

Analyze investment performance with automatically calculated metrics including:

• realized profit & loss
• unrealized profit & loss
• total portfolio performance
• asset-level returns

Flexible Transaction Tracking

The transaction system supports multiple investment activities including:

• Buy transactions
• Sell transactions
• Cash dividends
• Stock dividends
• Deposits
• Withdrawals

Multi-Account Tracking

Track investments across multiple brokerage accounts or exchanges while keeping a consolidated portfolio overview.

Smart Watchlist

Add ticker symbols to a watchlist and monitor potential investments with automatically updated price data.

Portfolio Allocation & Rebalancing

Review how your portfolio is distributed across assets and use the rebalancing tool to maintain your desired diversification strategy.

Multi-Currency Support

Set your preferred currency and the tracker will automatically apply it across the entire workbook.

Optional Manual Price Entry

For assets not supported by Google Finance, prices can also be entered manually.

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What’s Included

This investment tracker includes 9 organized tabs:

• Step-by-step instructions
• Start page
• Setup page
• Watchlist
• Transaction tracker
• Account registry
• Investment dashboard
• Portfolio summary
• Portfolio rebalance tool

Each tab is designed to provide a clear workflow for tracking and reviewing investments.

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Who This Investment Tracker Is For

This tracker works well for:

• stock investors managing personal portfolios
• crypto investors tracking holdings across exchanges
• investors with multiple brokerage accounts
• anyone who wants a structured portfolio dashboard
• long-term investors monitoring portfolio growth

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How It Works

1. Download the PDF after purchase
2. Access the secure link to the Google Sheets template
3. Make your own copy of the spreadsheet
4. Begin entering your transactions and investment data

All portfolio summaries and dashboards update automatically.

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What You Receive

Your purchase includes:

• Instant download PDF
• Secure link to access the Google Sheets template
• Instructions for creating your own copy and getting started

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Requirements

• Free Google account
• Google Sheets

This template is not compatible with Microsoft Excel.

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Frequently Asked Questions

Can this tracker be used for both stocks and crypto?
Yes. The tracker supports stocks, ETFs, crypto, and other publicly traded assets.

Does the template automatically import transactions from brokers?
No. Transactions are entered manually so the tracker works with any broker or exchange.

Does it support multiple brokerage accounts?
Yes. The tracker is designed to monitor investments across multiple accounts.

Can I customize the tracker for my portfolio?
Yes. Customization services are available if you need additional tracking features.

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Important Information

Due to the digital nature of this product, all sales are final and refunds cannot be provided.

This template is for personal use only and may not be resold, redistributed, or used for commercial purposes.