{"product_id":"stock-crypto-investment-tracker","title":"Stock \u0026 Crypto Investment Tracker | Portfolio Dashboard \u0026 Trade Tracker","description":"\u003ch2 data-section-id=\"1bdnrrr\" data-start=\"246\" data-end=\"300\"\u003eStock \u0026amp; Crypto Investment Tracker for Google Sheets\u003c\/h2\u003e\n\u003cp data-start=\"302\" data-end=\"502\"\u003eThe \u003cstrong data-start=\"306\" data-end=\"343\"\u003eStock \u0026amp; Crypto Investment Tracker\u003c\/strong\u003e is a structured Google Sheets system designed to help you monitor investments, track transactions, and analyze portfolio performance across multiple accounts.\u003c\/p\u003e\n\u003cp data-start=\"504\" data-end=\"785\"\u003eInstead 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.\u003c\/p\u003e\n\u003cp data-start=\"787\" data-end=\"929\"\u003eThe tracker integrates with \u003cstrong data-start=\"815\" data-end=\"833\"\u003eGoogle Finance\u003c\/strong\u003e to automatically pull market prices for supported assets, reducing the need for manual updates.\u003c\/p\u003e\n\u003chr data-start=\"931\" data-end=\"934\"\u003e\n\u003ch2 data-section-id=\"7t76t2\" data-start=\"936\" data-end=\"968\"\u003eWhy Use an Investment Tracker\u003c\/h2\u003e\n\u003cp data-start=\"970\" data-end=\"1187\"\u003eMany investors rely on brokerage dashboards that only show account-level performance. This makes it difficult to see your \u003cstrong data-start=\"1092\" data-end=\"1122\"\u003ecomplete portfolio picture\u003c\/strong\u003e, especially if you invest across multiple accounts or platforms.\u003c\/p\u003e\n\u003cp data-start=\"1189\" data-end=\"1265\"\u003eWithout a centralized system, it becomes harder to answer questions such as:\u003c\/p\u003e\n\u003cp data-start=\"1267\" data-end=\"1439\"\u003e• What is my total portfolio return?\u003cbr data-start=\"1303\" data-end=\"1306\"\u003e• How much profit have I realized vs unrealized?\u003cbr data-start=\"1354\" data-end=\"1357\"\u003e• Is my portfolio properly diversified?\u003cbr data-start=\"1396\" data-end=\"1399\"\u003e• Which investments are performing best?\u003c\/p\u003e\n\u003cp data-start=\"1441\" data-end=\"1556\"\u003eThis tracker solves that problem by providing a \u003cstrong data-start=\"1489\" data-end=\"1556\"\u003eclear portfolio dashboard and transaction history in one place.\u003c\/strong\u003e\u003c\/p\u003e\n\u003chr data-start=\"1558\" data-end=\"1561\"\u003e\n\u003ch2 data-section-id=\"1ma7m6t\" data-start=\"1563\" data-end=\"1578\"\u003eKey Features\u003c\/h2\u003e\n\u003ch3 data-section-id=\"19ykav6\" data-start=\"1580\" data-end=\"1618\"\u003eTrack All Investments in One Place\u003c\/h3\u003e\n\u003cp data-start=\"1620\" data-end=\"1735\"\u003eMonitor \u003cstrong data-start=\"1628\" data-end=\"1686\"\u003estocks, crypto, ETFs, and other publicly traded assets\u003c\/strong\u003e across multiple brokerage accounts or exchanges.\u003c\/p\u003e\n\u003ch3 data-section-id=\"15njc90\" data-start=\"1742\" data-end=\"1767\"\u003eAutomated Market Data\u003c\/h3\u003e\n\u003cp data-start=\"1769\" data-end=\"1897\"\u003eIntegrated with \u003cstrong data-start=\"1785\" data-end=\"1803\"\u003eGoogle Finance\u003c\/strong\u003e, the tracker automatically updates asset prices and key market data for supported securities.\u003c\/p\u003e\n\u003ch3 data-section-id=\"m8zq1d\" data-start=\"1904\" data-end=\"1938\"\u003ePortfolio Performance Insights\u003c\/h3\u003e\n\u003cp data-start=\"1940\" data-end=\"2019\"\u003eAnalyze investment performance with automatically calculated metrics including:\u003c\/p\u003e\n\u003cp data-start=\"2021\" data-end=\"2130\"\u003e• realized profit \u0026amp; loss\u003cbr data-start=\"2045\" data-end=\"2048\"\u003e• unrealized profit \u0026amp; loss\u003cbr data-start=\"2074\" data-end=\"2077\"\u003e• total portfolio performance\u003cbr data-start=\"2106\" data-end=\"2109\"\u003e• asset-level returns\u003c\/p\u003e\n\u003ch3 data-section-id=\"fj86t4\" data-start=\"2137\" data-end=\"2170\"\u003eFlexible Transaction Tracking\u003c\/h3\u003e\n\u003cp data-start=\"2172\" data-end=\"2245\"\u003eThe transaction system supports multiple investment activities including:\u003c\/p\u003e\n\u003cp data-start=\"2247\" data-end=\"2355\"\u003e• Buy transactions\u003cbr data-start=\"2265\" data-end=\"2268\"\u003e• Sell transactions\u003cbr data-start=\"2287\" data-end=\"2290\"\u003e• Cash dividends\u003cbr data-start=\"2306\" data-end=\"2309\"\u003e• Stock dividends\u003cbr data-start=\"2326\" data-end=\"2329\"\u003e• Deposits\u003cbr data-start=\"2339\" data-end=\"2342\"\u003e• Withdrawals\u003c\/p\u003e\n\u003ch3 data-section-id=\"1rn4ij0\" data-start=\"2362\" data-end=\"2388\"\u003eMulti-Account Tracking\u003c\/h3\u003e\n\u003cp data-start=\"2390\" data-end=\"2508\"\u003eTrack investments across \u003cstrong data-start=\"2415\" data-end=\"2459\"\u003emultiple brokerage accounts or exchanges\u003c\/strong\u003e while keeping a consolidated portfolio overview.\u003c\/p\u003e\n\u003ch3 data-section-id=\"17vnjo\" data-start=\"2515\" data-end=\"2534\"\u003eSmart Watchlist\u003c\/h3\u003e\n\u003cp data-start=\"2536\" data-end=\"2642\"\u003eAdd ticker symbols to a watchlist and monitor potential investments with automatically updated price data.\u003c\/p\u003e\n\u003ch3 data-section-id=\"1ur6a66\" data-start=\"2649\" data-end=\"2687\"\u003ePortfolio Allocation \u0026amp; Rebalancing\u003c\/h3\u003e\n\u003cp data-start=\"2689\" data-end=\"2823\"\u003eReview how your portfolio is distributed across assets and use the rebalancing tool to maintain your desired diversification strategy.\u003c\/p\u003e\n\u003ch3 data-section-id=\"ik9jmy\" data-start=\"2830\" data-end=\"2856\"\u003eMulti-Currency Support\u003c\/h3\u003e\n\u003cp data-start=\"2858\" data-end=\"2957\"\u003eSet your preferred currency and the tracker will automatically apply it across the entire workbook.\u003c\/p\u003e\n\u003ch3 data-section-id=\"1qw5mqz\" data-start=\"2964\" data-end=\"2995\"\u003eOptional Manual Price Entry\u003c\/h3\u003e\n\u003cp data-start=\"2997\" data-end=\"3077\"\u003eFor assets not supported by Google Finance, prices can also be entered manually.\u003c\/p\u003e\n\u003chr data-start=\"3079\" data-end=\"3082\"\u003e\n\u003ch2 data-section-id=\"xydb7h\" data-start=\"3084\" data-end=\"3102\"\u003eWhat’s Included\u003c\/h2\u003e\n\u003cp data-start=\"3104\" data-end=\"3158\"\u003eThis investment tracker includes \u003cstrong data-start=\"3137\" data-end=\"3157\"\u003e9 organized tabs\u003c\/strong\u003e:\u003c\/p\u003e\n\u003cp data-start=\"3160\" data-end=\"3352\"\u003e• Step-by-step instructions\u003cbr data-start=\"3187\" data-end=\"3190\"\u003e• Start page\u003cbr data-start=\"3202\" data-end=\"3205\"\u003e• Setup page\u003cbr data-start=\"3217\" data-end=\"3220\"\u003e• Watchlist\u003cbr data-start=\"3231\" data-end=\"3234\"\u003e• Transaction tracker\u003cbr data-start=\"3255\" data-end=\"3258\"\u003e• Account registry\u003cbr data-start=\"3276\" data-end=\"3279\"\u003e• Investment dashboard\u003cbr data-start=\"3301\" data-end=\"3304\"\u003e• Portfolio summary\u003cbr data-start=\"3323\" data-end=\"3326\"\u003e• Portfolio rebalance tool\u003c\/p\u003e\n\u003cp data-start=\"3354\" data-end=\"3442\"\u003eEach tab is designed to provide a clear workflow for tracking and reviewing investments.\u003c\/p\u003e\n\u003chr data-start=\"3444\" data-end=\"3447\"\u003e\n\u003ch2 data-section-id=\"1xhrgaz\" data-start=\"3449\" data-end=\"3486\"\u003eWho This Investment Tracker Is For\u003c\/h2\u003e\n\u003cp data-start=\"3488\" data-end=\"3516\"\u003eThis tracker works well for:\u003c\/p\u003e\n\u003cp data-start=\"3518\" data-end=\"3773\"\u003e• stock investors managing personal portfolios\u003cbr data-start=\"3564\" data-end=\"3567\"\u003e• crypto investors tracking holdings across exchanges\u003cbr data-start=\"3620\" data-end=\"3623\"\u003e• investors with multiple brokerage accounts\u003cbr data-start=\"3667\" data-end=\"3670\"\u003e• anyone who wants a structured portfolio dashboard\u003cbr data-start=\"3721\" data-end=\"3724\"\u003e• long-term investors monitoring portfolio growth\u003c\/p\u003e\n\u003chr data-start=\"3775\" data-end=\"3778\"\u003e\n\u003ch2 data-section-id=\"xrf996\" data-start=\"3780\" data-end=\"3795\"\u003eHow It Works\u003c\/h2\u003e\n\u003cp data-start=\"3800\" data-end=\"3833\"\u003e1. Download the PDF after purchase\u003cbr\u003e2. Access the secure link to the Google Sheets template\u003cbr\u003e3. Make your own copy of the spreadsheet\u003cbr\u003e4. Begin entering your transactions and investment data\u003c\/p\u003e\n\u003cp data-start=\"3992\" data-end=\"4052\"\u003eAll portfolio summaries and dashboards update automatically.\u003c\/p\u003e\n\u003chr data-start=\"4054\" data-end=\"4057\"\u003e\n\u003ch2 data-section-id=\"37ucfb\" data-start=\"4059\" data-end=\"4078\"\u003eWhat You Receive\u003c\/h2\u003e\n\u003cp data-start=\"4080\" data-end=\"4103\"\u003eYour purchase includes:\u003c\/p\u003e\n\u003cp data-start=\"4105\" data-end=\"4244\"\u003e• Instant download PDF\u003cbr data-start=\"4127\" data-end=\"4130\"\u003e• Secure link to access the Google Sheets template\u003cbr data-start=\"4180\" data-end=\"4183\"\u003e• Instructions for creating your own copy and getting started\u003c\/p\u003e\n\u003chr data-start=\"4246\" data-end=\"4249\"\u003e\n\u003ch2 data-section-id=\"htanpl\" data-start=\"4251\" data-end=\"4266\"\u003eRequirements\u003c\/h2\u003e\n\u003cp data-start=\"4268\" data-end=\"4307\"\u003e• Free Google account\u003cbr data-start=\"4289\" data-end=\"4292\"\u003e• Google Sheets\u003c\/p\u003e\n\u003cp data-start=\"4309\" data-end=\"4366\"\u003eThis template is \u003cstrong data-start=\"4326\" data-end=\"4365\"\u003enot compatible with Microsoft Excel\u003c\/strong\u003e.\u003c\/p\u003e\n\u003chr data-start=\"4368\" data-end=\"4371\"\u003e\n\u003ch2 data-section-id=\"1r8frcv\" data-start=\"4373\" data-end=\"4402\"\u003eFrequently Asked Questions\u003c\/h2\u003e\n\u003cp data-start=\"4404\" data-end=\"4544\"\u003e\u003cstrong data-start=\"4404\" data-end=\"4460\"\u003eCan this tracker be used for both stocks and crypto?\u003c\/strong\u003e\u003cbr data-start=\"4460\" data-end=\"4463\"\u003eYes. The tracker supports stocks, ETFs, crypto, and other publicly traded assets.\u003c\/p\u003e\n\u003cp data-start=\"4546\" data-end=\"4705\"\u003e\u003cstrong data-start=\"4546\" data-end=\"4615\"\u003eDoes the template automatically import transactions from brokers?\u003c\/strong\u003e\u003cbr data-start=\"4615\" data-end=\"4618\"\u003eNo. Transactions are entered manually so the tracker works with any broker or exchange.\u003c\/p\u003e\n\u003cp data-start=\"4707\" data-end=\"4835\"\u003e\u003cstrong data-start=\"4707\" data-end=\"4755\"\u003eDoes it support multiple brokerage accounts?\u003c\/strong\u003e\u003cbr data-start=\"4755\" data-end=\"4758\"\u003eYes. The tracker is designed to monitor investments across multiple accounts.\u003c\/p\u003e\n\u003cp data-start=\"4837\" data-end=\"4972\"\u003e\u003cstrong data-start=\"4837\" data-end=\"4886\"\u003eCan I customize the tracker for my portfolio?\u003c\/strong\u003e\u003cbr data-start=\"4886\" data-end=\"4889\"\u003eYes. Customization services are available if you need additional tracking features.\u003c\/p\u003e\n\u003chr data-start=\"4974\" data-end=\"4977\"\u003e\n\u003ch2 data-section-id=\"v6q9sf\" data-start=\"4979\" data-end=\"5003\"\u003eImportant Information\u003c\/h2\u003e\n\u003cp data-start=\"5005\" data-end=\"5099\"\u003eDue to the digital nature of this product, all sales are final and refunds cannot be provided.\u003c\/p\u003e\n\u003cp data-start=\"5101\" data-end=\"5214\"\u003eThis template is for \u003cstrong data-start=\"5122\" data-end=\"5143\"\u003epersonal use only\u003c\/strong\u003e and may not be resold, redistributed, or used for commercial purposes.\u003c\/p\u003e","brand":"Wealth Maven","offers":[{"title":"Default Title","offer_id":42980487102577,"sku":"7","price":25.5,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0667\/0319\/6273\/files\/4.png?v=1773194145","url":"https:\/\/www.wealth-maven.com\/products\/stock-crypto-investment-tracker","provider":"Wealth Maven: Financial Systems for Modern Earners","version":"1.0","type":"link"}