Investment Tracker Stock Portfolio Spreadsheet Google Sheets Trading Journal Crypto Tracker Personal Finance Planner Spreadsheet Dashboard

Track every investment in one place with this Investment Tracker and Stock Portfolio Spreadsheet for Google Sheets. Use it as your trading journal, crypto tracker and personal finance planner: log each trade once, and the smart dashboard shows live prices, profit and loss, dividends and sector allocation, with no spreadsheet skills needed.

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▶ WATCH THE FULL WALKTHROUGH TUTORIAL
See every feature in action before you start:
https://youtu.be/W5wXLvxPXGA
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WHY YOU'LL LOVE IT

A bit in one app, a bit in another, some crypto somewhere else, and no clear idea of how it is all doing. This clean, minimalist portfolio tracker brings your stocks, ETFs and crypto into one calm dashboard, so you always see the full picture of your money and can plan your next move with confidence.

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✦ WHAT'S INSIDE (6 SIMPLE TABS + LICENSE)
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- SETUP: Choose your base currency, set your yearly dividend goal and manage the lists that feed every dropdown: asset classes, brokerage platforms and crypto platforms.
- TRANSACTIONS (YOUR TRADING JOURNAL): One simple ledger for every buy, sell, dividend and cash deposit across stocks, ETFs and crypto. Sector and region fill in automatically, and summary cards update as you add rows.
- DASHBOARD: Your portfolio command center. Key numbers (portfolio value, net return, invested capital, dividend cash flow and FIRE freedom goal) plus charts for allocation, sector exposure, gains and losses, capital by platform and dividend payout health.
- STOCK PORTFOLIO OVERVIEW: Every holding with shares, average cost, live price, daily change, allocation, unrealized and realized gain or loss and dividends. Set sector targets and see suggested rebalancing actions.
- STOCK WATCHLIST: A live market radar with major indices, top gainers and decliners, a spotlight chart, 52-week ranges and one-year trend lines.
- DIVIDENDS TRACKER: See the passive income you have received, mark each payout as Paid, Pending, Scheduled or Missed, and view a 12-month income projection.
- LICENSE & USAGE TERMS: Personal-use licence and data disclosures.

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✦ BUILT FOR EASE OF USE
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✎ TYPE IN ONLY TWO PLACES — You only enter data on Setup and Transactions. Everything else calculates by itself.
⚡ LIVE PRICES — Market data updates automatically via Google Finance.
⚙ SMART DROPDOWNS — Pick platforms, asset types and currencies from lists, so your numbers stay accurate.
🔒 AUTO-FILLED CLASSIFICATION — Sector and region are filled in and locked for you.

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✦ PERFECT FOR
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- Long-term investors who want one clear view of their stocks and ETFs
- Crypto holders tracking coins across exchanges and wallets
- Dividend investors building passive income
- Anyone who wants a simple investment tracker and personal finance planner in one sheet

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✦ HOW IT WORKS
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1. Purchase and download your instant "START HERE" PDF from Etsy Purchases.
2. Click the Google Sheets button inside to get your own private copy.
3. Follow the video guide, choose your currency on Setup, log your first trade, and start tracking!

An 11-page User Guide PDF is also included.

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✦ GOOD TO KNOW & SPECIFICATIONS
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✔ COMPATIBILITY: Built natively for Google Sheets (free Google account required). Live prices use Google Finance and work in Google Sheets only.
✔ LIVE DATA: Prices are provided by Google Finance and may be delayed by up to 20 minutes.
✔ DEMO COPY INCLUDED: Open the demo copy, pre-filled with example trades, to see every tab in action before you start with your own numbers.
✔ CURRENCY: Choose your base currency on the Setup tab.
✔ BEST ON A COMPUTER: The Google Sheets app is fine for quick entries.
✔ VIDEO TUTORIAL: Step-by-step video guide included (https://youtu.be/W5wXLvxPXGA).
✔ DIGITAL ITEM: Instant digital download only. No physical item will be shipped.
✔ PERSONAL USE ONLY: Please do not share, resell or redistribute.
✔ NOT FINANCIAL ADVICE: This tracker is for record-keeping and information only. Always consult a licensed professional.
✔ SUPPORT: Due to the digital nature of this item, sales are final. However, if you need any assistance, reach out via Etsy Messages and I will gladly help!

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