Stock Spreadsheet trading journal tracker for cryptocurrency investments Crypto Watchlist Planner for Personal Finances Budget Template for Google Sheets

Greetings from your Google Sheets Stock & Crypto Investment Tracker Template!

Use this simple, all-in-one tracker template to keep an eye on your investments. This template will allow you to manage all of your investment assets in a systematic way, evaluate their performance, and plan your next move quickly 💰. There is no need to manually enter asset data because this template is connected with Google Finance! It can track investments across several platforms and currencies and supports all publicly traded assets. With the help of this user-friendly spreadsheet, you can track your biggest successes and losers and increase your fortune.

• ANY CURRENCY: You can set the currency at the start and have it change automatically as you go along.

• PRICE MANUAL ENTRY: Allows the current price of an item to be manually entered.
• VIEW ALL OF YOUR ASSET PERFORMANCES AND PROFITS: Evaluate your rate of return on each asset and view your realized, unrealized, and total earnings and losses.
• TRADING TRANSACTIONS: Facilitates Cash and Stock Dividends, Purchases, Sales, Deposits, and Withdrawals
• ACCOUNT REGISTRY: keeps track of all your trading platforms’ cash flows automatically.
• STOCK WATCHLIST: To observe the real-time metrics of your preferred investment assets that are updated instantaneously for potential investments, just enter their ticker symbol.
• ACCOUNT REBALANCE: To optimize returns and minimize risks, rebalance your accounts after reviewing your portfolio allocation based on a number of criteria.

There are nine tabs on this dashboard:
Every tab has step-by-step instructions. The Start tab, Set-up tab, Watchlist, Transaction Tracker, Account Registry, Investment Dashboard, Portfolio Summary, and Portfolio Rebalance