Investment Portfolio Tracker, Live Stock and Crypto Prices Update Automatically, Gain Loss, Google Sheets

Investment portfolio tracker for Google Sheets with LIVE MARKET PRICES: your stocks, ETFs and crypto update automatically, and every gain shows in green and every loss in red. Two looks included: Sage and Dark Mode.

📈 LIVE MARKET PRICES, SPELLED OUT
✔ You type a ticker once: VTI, TSLA or AAPL for stocks and funds, CURRENCY:BTCUSD for Bitcoin (ETH, SOL and more work too)
✔ The current market price comes in automatically from Google Finance, built right into Google Sheets
✔ Prices refresh on their own while the sheet is open, and every value, total and chart updates with them
✔ No typing prices, no copy-paste, no brokerage or bank login
✔ Stocks, ETFs, mutual funds and major crypto. Stock quotes can lag up to 20 minutes

Log what you paid and the sheet turns those live prices into your cost basis, your gain or loss and your return on every holding, plus today's move for stocks and funds.

🙋 WHO IT'S FOR
✔ You buy stocks, ETFs or crypto across a few apps and want one clear view
✔ You want to know what you actually paid, not just what it's worth
✔ You'd like to see which buys are long-term (held over a year)
✔ You don't want to link a brokerage or exchange account

⭐ WHAT MAKES IT DIFFERENT
✔ A dated Buys log: every purchase with shares, price and fees
✔ Cost basis and average cost add up by themselves
✔ Green when you're up, red when you're down, per buy and per holding
✔ Long-term vs short-term gains on the Dashboard
✔ A 30-year Projection: your monthly buy at a careful, middle and strong growth rate, with a chart

🎨 TWO LOOKS, ONE PRICE
✔ Sage: soft green and cream, calm and bright
✔ Dark Mode: dark surfaces with green and warm gold, easy on the eyes at night

📘 WHAT'S INSIDE (6 tabs)
✔ Dashboard: portfolio value, total gain or loss, long- and short-term gains, your holdings with live price, today's change and return, and charts
✔ Holdings: up to 50 stocks, funds or coins with live prices and a notes column
✔ Buys: up to 500 dated purchases, each with its value now, gain or loss and term
✔ Projection: 1 to 30 years at three growth rates you choose
✔ Phone tab: value, gain, a chart of where your money is, and each holding's return for the free Google Sheets app
✔ Color-coded cells: yellow (Sage) or gold (Dark Mode) = you type. Everything else is automatic

🎁 FOUR COPIES INCLUDED
For each look you get an Example, pre-filled so you can see how it works, and a Blank to start for real.

💡 HOW IT WORKS
Instant digital download: a PDF with your copy links, plus a scannable code for each. Sign in to Google, click a link, choose Make a copy, add your tickers and log your buys. Prices, gains and charts fill in by themselves.

📌 GOOD TO KNOW
• Google Sheets only (not Excel). A free Google account is all you need.
• Today's change shows for stocks and funds.
• It tracks what you hold. It doesn't calculate taxes on sales.
• Works in any currency with one setting; price crypto in yours too (CURRENCY:BTCEUR).
• No brokerage or exchange login. Your numbers stay in your own Google Drive.
• Instant download, so no returns. If anything doesn't work, message us and we'll make it right.
• For personal use. Not financial or tax advice. Projections are not promises.

🌿 MORE DIMESPROUT SHEETS
• Paycheck Budget Planner: https://www.etsy.com/listing/4583208149/paycheck-budget-planner-google-sheets
• Debt Payoff Tracker: https://www.etsy.com/listing/4583068906/biweekly-debt-payoff-tracker-snowball
• Sinking Funds Tracker: https://www.etsy.com/listing/4583218998/sinking-funds-tracker-google-sheets-save
• Live Net Worth Tracker: https://www.etsy.com/listing/4583159097/live-net-worth-tracker-stock-and-crypto
• All five in one bundle (save almost half): https://www.etsy.com/listing/4583233329/budget-spreadsheet-bundle-google-sheets

💬 QUESTIONS?
Message us any time, we're happy to help.