Stock & Crypto Portfolio Tracker Spreadsheet

Track your stocks, crypto, dividends, trades, and investment performance in one organized spreadsheet. The Stock & Crypto Portfolio Tracker makes it easy to record transactions, review your portfolio, calculate returns, and see how your investments are performing.

Simply enter your investment activity and prices, and the spreadsheet automatically updates the key calculations for you. It is useful for managing investments across different trading platforms, currencies, stocks, and cryptocurrencies.

STOCK & CRYPTO TRACKING MADE SIMPLE

Keep your investment information together instead of using separate notes and files. Track purchases, sales, dividends, profits, losses, cash flow, portfolio value, and more from one organized system.

The spreadsheet also works well for stocks and cryptocurrencies that may not be available through online finance databases because you can manually enter current investment prices.

MULTI-CURRENCY SUPPORT

Set your preferred currency in seconds by entering it in one cell.

Supported currency symbols include:

$, €, £, ¥, ₣, ₱, ₹, ₽, ₺, Rp, K, RM

This makes the tracker useful for investors working with different currencies and markets.

KEY FEATURES

• Track stocks and cryptocurrencies — organize different types of investments in one portfolio.

• Use your preferred currency — easily change the currency from one setting.

• Enter current investment prices manually — useful for assets that are not supported by online finance databases.

• Track dividend returns — see dividend income for each investment.

• Monitor profits and losses — view unrealized profit or loss, realized profit or loss, and your total results.

• Record different transaction types — keep track of buying, selling, dividends, and other investment activity.

• Track cash flow by trading platform — see money moving in and out of each account or platform automatically.

• Sort and filter your portfolio — use simple dropdown menus to find and organize investments quickly.

• Create a stock watchlist — keep an eye on stocks you are interested in before adding them to your portfolio.

• View portfolio diversification — charts help you understand how your investments are spread across your portfolio.

WHAT'S INCLUDED

The spreadsheet includes 10 organized tabs to help you manage and review your investments:

• Dashboard — get a clear overview of your investment performance.

• Portfolio — see your current investments and important portfolio information.

• Transactions — record your buys, sells, dividends, and other activity.

• Dropdown Lists — manage the options used throughout the spreadsheet.

• Computations — supports the calculations used by the tracker.

• Portfolio History — review changes in your portfolio over time.

• Account Register — organize your investment and trading accounts.

• Settings — manage important spreadsheet preferences.

• Stock Watchlist — follow stocks you may want to invest in.

• Setup — follow the setup information to get your spreadsheet ready to use.

You will also receive clear instructions, helpful tips, a video tutorial, and a sample spreadsheet with mock data so you can understand how everything works before adding your own information.

Important calculations are handled automatically, helping you spend less time working with formulas and more time reviewing your investments.

The layout is designed to stay clean and easy to follow, with only the tabs needed to manage your portfolio without making the spreadsheet feel complicated.

PLR + MRR COMMERCIAL RIGHTS

This digital product includes Private Label Rights (PLR) and Master Resell Rights (MRR).

You can customize, edit, rebrand, and resell the product as your own according to the included license terms.

You may also choose to sell the product with Master Resell Rights to your customers. This is optional, so you can decide how you want to offer the product in your own business.

HOW DIGITAL DELIVERY WORKS

After purchase, you will receive an email with a link to access your digital files. You will also be able to access the download immediately after completing your purchase.

If you need help with your files or have questions about the product, System Digital Studio support is available to assist you.