Investment Portfolio Tracker Spreadsheet | Stocks, Crypto, Dividends (Excel, Google Sheets)

📈 STOP GUESSING — Start tracking every stock, crypto, and dividend in ONE powerful spreadsheet.

Scattered brokerage apps? No idea which positions actually make money? Tax season chaos? This Stock & Crypto Portfolio Tracker puts your ENTIRE investment life in one organized workbook — so you always know exactly where you stand.

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📋 WHAT'S INCLUDED (9 Professional Tabs)
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✅ PORTFOLIO DASHBOARD — Your command center. Total portfolio value, gain/loss, return %, allocation breakdown, and quick stats — all auto-calculated.

✅ STOCK TRADE LOG — Log every buy and sell. 50 rows with auto-calculated cost basis, gain/loss, return %, holding period, and short-term vs. long-term classification.

✅ DIVIDEND TRACKER — Track every dividend payment. Auto-calculates dividend per share, annual projected income, and yield on cost for each position.

✅ CRYPTO POSITIONS — Track up to 30 coins/tokens across any exchange. See total cost, current value, gain/loss, and % of crypto portfolio for each holding.

✅ WATCHLIST — Monitor stocks and crypto you're considering. Set target buy prices and get automatic buy-zone alerts (green/yellow/red status).

✅ ASSET ALLOCATION — Set target allocation across 6 asset classes. See current vs. target with rebalancing recommendations and dollar amounts to adjust.

✅ MONTHLY PERFORMANCE — 36-month log (3 years) to track portfolio growth over time. Monthly and cumulative return calculations included.

✅ TAX SUMMARY — Track realized gains/losses with automatic short-term vs. long-term classification. Includes net capital gains, total fees, and dividend income summary for Schedule D preparation.

✅ INSTRUCTIONS — Clear step-by-step guide to get started in minutes.

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✨ KEY FEATURES
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🔢 957 auto-calculating formulas — enter your data, everything updates
📊 Stocks + Crypto in ONE workbook — no more switching between apps
💰 Dividend income tracking with annual projections and yield on cost
⚖️ Asset allocation with rebalancing recommendations
📋 Tax-ready summary — short-term vs. long-term gains for Schedule D
👀 Watchlist with buy-zone alerts — never miss your target price
📅 36-month performance log — see your portfolio grow over time
🎨 Professional formatting with color-coded gain/loss indicators

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🖥️ HOW IT WORKS
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1️⃣ Download the file instantly after purchase
2️⃣ Open in Microsoft Excel or Google Sheets
3️⃣ Enter your stock trades and crypto positions
4️⃣ Update current prices weekly — dashboard auto-updates with returns, allocation & tax summary!

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💻 COMPATIBILITY
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✅ Microsoft Excel (Desktop, Online & Mobile)
✅ Google Sheets (Browser, iOS & Android)
✅ Works on Mac & PC

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⭐ SATISFACTION GUARANTEED
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We want you to love this template! If it doesn't meet your expectations, reach out and we'll make it right.

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📥 This is a DIGITAL DOWNLOAD — no physical item will be shipped. You'll receive the .xlsx file immediately after purchase.

📗 HOW TO OPEN IN GOOGLE SHEETS (free & easy):
This is one file that works in BOTH Excel and Google Sheets — there's no separate file to find, you just import the download once:
1. Go to sheets.google.com and open a blank spreadsheet
2. Click File ▸ Import ▸ Upload
3. Drag in the .xlsx file you downloaded from this order
4. Choose "Replace spreadsheet" and click Import data
All tabs load as a full Google Sheet saved in your Drive — edit it on any device. (Prefer Excel? Just double-click the file to open.)

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