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Investment Tracker, Personal Finance Spreadsheet, Finance Tracker, Financial Planner, Portfolio Template, Budget Planner, Google Sheets

$10.36

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 through 2 different ways:

1) Within Etsy, Go to ‘Your Account’, then ‘Purchases & Reviews’. You can see a download link there.
2) The download link will be emailed to you as well.

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