Stock Trading Journal Google Sheet | Investment Portfolio Tracker (Digital)

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Elevate your investment game with this Stock Portfolio Tracker. Effortlessly oversee your portfolio's performance, analyze gains and losses, and track transactions using our intuitive "Dashboard" and "Transactions" tabs. Tailor your strategy with customizable features, from setting target allocations, automatic calculation of unrealized gains and total portfolio value to viewing insightful charts. Make informed decisions and stay in control of your financial journey. Simplify your investment management today with the Portfolio Tracker.

➤ TAB
✔ DASHBOARD – This tab offers a comprehensive overview of your investment portfolio, featuring key metrics like Portfolio Value, Gainers, Losers, and more. Visual charts provide insights into asset allocation and performance.

✔ TRANSACTIONS - Easily record your trade and investment transactions and monitor your investment history.

➤ HIGHLIGHTS
✔ Comprehensive Overview: "Dashboard" tab provides a snapshot of your portfolio's performance, including Portfolio Value, Gainers, Losers, Profits and more.
✔ Transaction Management: "Transactions" tab allows easy recording and organization of buy and sell trades.
✔ Customization: Set target allocations and view performance charts.
✔ Visual Insights: Charts and graphs help visualize asset allocation and market trends.
✔ User-Friendly: Streamline portfolio management with a simple, intuitive template.

If you want to customize the currency or colors, send me a message.

➤ WHAT’S INCLUDED?
✔ Detailed guide PDF
✔ Google Sheets template link
✔ FREE Trade Journal Printable (Letter & A4 Size)

➤ HOW TO ACCESS?
Once payment is confirmed, you'll receive an email from Etsy with a link to download your digital files. Alternatively, you can find the download link in your Etsy account under the "Purchases and Reviews" section.
Download your file to access the template link and start using it right away!
- You will need a free google account to use the template

➤ SOME NOTES
This spreadsheet is available only in English
This is a digital download. No physical item will be sent to you.
Due to the digital nature of the products, all sales are final, and no refunds, cancellations, or exchanges will be issued. If you have any inquiries, please feel free to contact me before making your purchase.
The materials included in this purchase are only for personal use. They cannot be distributed, sold, duplicated, reproduced, or utilized in any form without the author's written consent.
The contents of this purchase are provided for informational purposes only and should not be considered as financial, legal, or accounting advice. The author will not be held liable for any harm, damages, loss, claims, costs, or other liabilities arising from the use of these documents.

The spreadsheet's color may vary slightly due to your screen display differences.

➤ Contact us if you have any questions about this template!