Automated Investment Tracker Spreadsheet

Take Control of Your Investments with the Ultimate Investment Tracker (Google Sheets)

Tracking your stocks, crypto, and diversified assets doesn’t have to be complicated. This all-in-one Investment Portfolio Tracker is built for investors who want complete visibility, accuracy, and organization — all inside Google Sheets.

Designed for both beginners and experienced investors, it gives you everything you need to monitor performance, track dividends, manage transactions, and analyze investment opportunities — all from one clean and professional spreadsheet.

⦿ What’s Included in This Tracker?

• Setup Tab – Input your investment preferences and portfolio details.

• Dashboard – Get a real-time snapshot of portfolio value, allocations, and performance metrics.

• Transactions Tab – Record every buy, sell, or dividend reinvestment.

• Transactions Sort & Filter Tab – Instantly filter and sort all transactions by date, asset, or type for faster analysis.

• Stock Portfolio Overview – Monitor holdings, allocations, and unrealized gains/losses at a glance.

• Crypto Portfolio Tab – Track your cryptocurrency holdings with live values and performance summaries.

• Diversified Assets (Other Investments Portfolio) – Manage and track other asset types such as real estate, collectibles, or bonds, in one section.

• Stock Watchlist – Keep an eye on potential stock opportunities and market data.

• Crypto Watchlist – Pre-filled with 100 major cryptocurrencies, making it easy to monitor trends and plan entries or exits.

• Deposits/Withdrawals Tracker – Automatically tracks all deposits and withdrawals by Broker/Exchange, fully synced with your Transactions Log.

• Transfers Tracker – Effortlessly logs all Transfer In and Transfer Out movements between brokers/exchanges with real-time automation.

• Dividends Tracker – Track dividend payouts, income by stock, and forecast annual earnings.

• Stock Research Tab – Analyze stocks with a dedicated space for financial ratios and key data.

Preview Images:
https://postimg.cc/gallery/KmP1NPf

You can get the spreadsheet here:
https://ko-fi.com/ezyplannersco/shop

Stay organized, track everything in one place, and build wealth with clarity and confidence.