Stock and Crypto Portfolio Tracker

$40.00 USD $80.00 USD

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Pay once, use forever

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DIY Portfolio Template that automatically updates your stocks and crypto investments across multiple trading accounts and currencies. Track and manage them all in one place.

Own stock and crypto investments across different trading platforms and want a combined view of your portfolio? Save time and effort with this easy-to-use investment portfolio tracker!

⚠️ This digital file is only available as a Google Sheet, not an Excel Sheet. Please do not download it as Excel as this will affect its functionalities.

This is a Google Sheets with the following capabilities for investment tracking:

☆ Automatically generate informative visuals about your Net Worth, P&L, and Investment flows.

☆ Insights on all your investments in one place, including stock and cryptocurrencies and up to 5 currencies of your choice (e.g., USD, SGD, EUR, GBP, HKD).

☆ Diversify, rebalance your portfolio periodically based on real-time data. Latest stocks and crypto prices are updated automatically.

☆ Benchmark portfolio performance year over year against the S&P 500.

☆ Understand drivers behind your Profits & Losses and make informed investing decisions.

☆ Set monthly investment goals and understand your buying / selling patterns.

Instructions & How To Download

Check your email inbox

After your purchase, we automatically send an email with a link to download your digital file. This email is sent to the email address you've provided on the checkout page. If you don’t see it in your inbox, check your spam file or social or promotions tab (if you use Gmail). This email should be sent within several minutes of your order's confirmation.

Instant download

Accessing the link sends you to your personal download library. As this link does not expire, you can visit this page anytime and download your digital files as many times as you want.

You're now ready

The downloaded file is a PDF which contains instructions and links to your very own Google spreadsheet template.

The first link allows you to create an unfilled copy for your own use.

The second link features an example Google Sheet that is fully filled for your reference - it is read-only, with no edit permissions and is viewable to the public.

Note:

If you don't have a PDF reader, you can download Adobe Reader for free here.
You need to have a Gmail/Google account and be logged in to use the Google spreadsheet.

Frequently Asked Questions

Do I need to be good with Google Sheets to use this?

Not at all! This stock and crypto portfolio tracker is super easy to use and only requires basic spreadsheet skills. Several parts of the spreadsheet are automated and require minimal inputs. There is also instructions on every tab to help you fill out the tracker. If you require any further assistance, our friendly team is always here to help!

What format is the Stock and Crypto Portfolio Tracker?

The tracker spreadsheet comes as a Google Sheets file with lifetime use.

Does the Stock and Crypto Portfolio Spreadsheet work on both  Mac and PC computers?

Yes, Google Sheets will work on any computer through your internet browser. As everything is automatically saved in Google Drive, you can access the same file across devices.

Do you offer refunds?

Due to the digital nature of the Portfolio tracker, all sales are final and non-refundable unless there are direct issues with the functionality of the tracker.

If you have questions on if this Portfolio tracker is the right fit for you, send us an email at contact@manjasheets.com and we’ll be happy to help in any way we can!