Crypto Portfolio Tracker Google Sheets | Stock Portfolio Tracker Spreadsheet | Investment Tracker Excel | Trading Journal & DCA Calculator

Stop checking five apps and a notes file. See your whole portfolio — crypto AND stocks — on one dashboard.

This tracker was built by an investor who got tired of subscription trackers dying, API links breaking, and spreadsheets that only did half the job. Prices are entered manually on purpose: this file will still work in 5 years, offline, with zero broken links.

WHAT'S INSIDE (7 tabs)

• START HERE — 2-minute setup guide

• Dashboard — total invested, current value, profit/loss and return, auto-split crypto vs stocks

• Portfolio — up to 40 holdings with automatic cost basis, current value, P/L $ and P/L %

• Watchlist — target buy prices with automatic distance-to-target %

• DCA Calculator — see exactly what dollar-cost averaging builds over time

• Trading Journal — log every trade, automatic win rate, space for the lesson from each trade

• Monthly Review — month-by-month snapshot that builds the habit that actually makes money

YOU NEED

Google Sheets (free) OR Microsoft Excel. Works on phone, tablet and computer.

HOW IT WORKS

1. Download the file after purchase (delivered instantly)

2. Make your own copy

3. Type in the yellow cells only — every other cell calculates itself

4. Update current prices whenever you want a fresh snapshot

PLEASE NOTE

This is a digital download — no physical product will be shipped. This is a tracking and education tool, not financial advice. Example holdings shown in the file are samples — delete them and add your own. Colours may vary slightly by screen/software.

Posting about your trades? Get the templates too — save with the Bundle: https://payhip.com/b/r91Sw

Education only — not financial advice.