Stock & Crypto Investment Tracker | Portfolio Tracker (Digital)

Name: Stock & Crypto Investment Tracker | Portfolio Tracker (Digital)
Brand: WealthMavenTemplates
SKU: 1799699033
Price: 25.50 USD
Availability: InStock
Rating: 4.9 (35 reviews)

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Price:$25.50

WealthMavenTemplates

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This is a Google Sheets template and will not work in Excel—please type “OK” to confirm before purchasing.

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Highlights

Designed by WealthMavenTemplates
Digital download
Digital file type(s): 1 PDF

Visualize your financial growth with this Stock & Crypto Investment Portfolio Tracker, a comprehensive asset management system built in Google Sheets — integrated with Google Finance for real-time performance tracking.

Key Features & Professional Insights:

✅ ANY CURRENCY – Set to your own choice of currency at the beginning and have it automatically updated throughout the entire spreadsheet.

✅ ACCOUNT REBALANCE – Review your portfolio allocation based on multiple factors and rebalance your accounts to maximize returns and limit risks.

✅ STOCK & CRYPTO WATCHLIST – Simply enter ticker symbols to review real-time metrics updated instantly for prospective investments.

✅ COMPREHENSIVE TRANSACTIONS – Full support for Buy, Sell, Cash and Stock Dividends, Deposit, and Withdrawal transactions.

✅ ACCOUNT REGISTRY – Automatically track the cashflows of all your trading platforms and brokerage accounts in one unified view.

✅ DETAILED PERFORMANCE METRICS – See your realized, unrealized, and total profits and losses, and assess your rate of returns on every single asset.

✅ PRICE MANUAL ENTRY – Includes support for manual entry of an asset's current price for total control over your data.

📌 Start Maximizing Your Returns Today!

Track. Analyze. Grow. Your investments, instantly. 🚀

This dashboard includes:

✓ Detailed Step-by-Step Setup Guide

✓ Automated Investment Tracker & Dashboard

✓ Watchlist Tabs

✓ Asset Rebalance & Account Registry Tools

After your purchase, you will receive:

✓ PDF file as instant download from Etsy. Use the link in this file to access your Spreadsheet template.

The purchase includes the template as described. Requests for new features, custom automation, integrations, or modifications to edited copies are considered custom development and are not included with the purchase.

NOTE: This spreadsheet is compatible with Google Sheets only, it will not function properly in Excel.

You will need a Free Google Account to use the spreadsheet.

Due to the digital nature of this product, all sales are final and no refunds will be provided. Please do not hesitate to send me any questions you have prior to your purchase.

This item is for personal use only! It can not be resold or redistributed for any commercial purposes.

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Chi

Owner of WealthMavenTemplates

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Reviews for this item

What buyers say, summarized by AI: Helpful seller Easy to use Great quality Love it

4.9

(35 reviews)

4.9 Item quality

4.9 Shipping

4.9 Customer service

96% Buyers recommend

5 This item

JJ Jun 16, 2026

It's a great product. Buy now!

JJ Jun 16, 2026

Response from Chi

Thank you so much, JJ! I’m really glad you’re happy with the investment tracker. I truly appreciate your kind review and recommendation.

5 This item

Etsy buyer May 1, 2026

"I cannot recommend Chi enough! I am new to both Google Sheets and investing, and I was really confused why my template was showing such massive percentage gains. Chi was incredibly patient and helpful. She actually looked at my specific sheet to troubleshoot the issue and explained exactly what I was doing wrong with my 'Unit Amount' entries. She made it so easy to understand, and now everything works perfectly. If you're looking for a great template with even better support, this is it!" Amazing customer service and a fantastic product!"

Etsy buyer May 1, 2026

Response from Chi

Thank you so much for your kind review! I’m really glad I could help you troubleshoot the setup and that everything is working perfectly now. I truly appreciate your patience, and I’m happy the template is now easier for you to use. Thank you again for your support!

5 This item

Erin Feb 2, 2026

This product is exactly what I was looking for. I could not have asked for more. And Chi has been so responsive with questions and help. I could not have imagined better customer support.

Erin Feb 2, 2026

Response from Chi

Thank you so much for your kind words! I’m really glad the product was exactly what you were looking for, and it means a lot to hear that my support made a difference. If you ever have more questions or need help in the future, I’m always here. 😊