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Investment Portfolio Tracker
CHOOSE FROM THESE OFFERS:
Start Building Real Wealth.
Track Every Move.
The simple, all-in-one Google Sheets tracker that helps you monitor your portfolio, track performance, and make smarter investment decisions.
- Instant download
- Lifetime access
- No subscription
What's Included
A complete set of tools to help you track, analyze, and manage your investments.
Automated Dashboard
Get a complete overview of your portfolio with key metrics, charts and asset allocation.
Transaction Log
Easily record, organize, and manage all your investment transactions in one central place.
Stocks & ETFs Portfolio
Track your stock and ETF holdings with live prices, performance, and research data.
Cryptocurrency Portfolio
Monitor your crypto holdings with live prices, charts and performance tracking.
Other Assets
Include real estate, precious metals, P2P loans and more with a fully customizable tracker.
Dividend Tracker
Track dividend payments, monitor income, and view your dividend history in one place.
Dividend Calendar
Portfolio Diversification
Analyze your asset allocation across asset classes, sectors, regions and top holdings.
Portfolio Rebalancing
Compare current and target allocations, identify portfolio drift, and plan adjustments.
Stock & Crypto Watchlists
Monitor your favorite stocks, ETFs and crypto in real time. Track up to 100 cryptocurrencies.
Stock Research Tool
Analyze investments with top financial data and metrics to make informed decisions.
Easy Setup
Quickly customize your tracker with your preferred settings, and portfolio details.
All In one Investment Tracker
Simple Investment Tracking
Monitor your investment performance across all assets. See real-time gains, losses, and total returns instantly.
Quick Setup
98%
Automated Calculations
90%
Beginner friendly
80%
Learn How to Use It, Step by Step
A detailed YouTube tutorial walks you through the tracker from setup to daily use, so you can start confidently.
Get Started In Just 3 Steps
Getting started with your investment tracker is straightforward. No technical knowledge required.
-
1
Download Instantly
Get immediate access after purchase. Download the tracker to your computer in seconds. -
2
Open in Google Sheets
Works with Google Sheets. No special software or technical skills needed. -
3
Start Tracking & Growing
Add your investments and watch the tracker calculate everything automatically. It's that simple.
★★★★★ 4.9/5 average rating
Trusted by Investors Worldwide
Helping investors stay organized, monitor performance, and make more informed decisions.
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"This tracker gave me a clear view of my entire portfolio in minutes. I can finally track performance without jumping between apps."
Daniel Carter
Financial Analyst -
"I’m not a finance expert, but this made investing feel simple. I can see my growth, returns, and allocations all in one place."
Olivia Bennett
Freelance Designer -
"Clean, powerful, and easy to customize. It helped me understand where my money is actually growing and where it’s not."
Karim El Amrani
Entrepreneur -
"I love the dashboards. Seeing my investments visually makes it so much easier to stay consistent and make better decisions."
Emily Foster
Marketing Manager -
"Before this, I had no real system. Now I track everything properly — stocks, crypto, and long-term investments — all organized."
Lucas Martin
E-commerce Owner -
"Simple but incredibly effective. It saves me time and gives me confidence in how I manage my investments."
Sophie Laurent
Consultant -
"This tracker gave me a clear view of my entire portfolio in minutes. I can finally track performance without jumping between apps."
Daniel Carter
Financial Analyst -
"I’m not a finance expert, but this made investing feel simple. I can see my growth, returns, and allocations all in one place."
Olivia Bennett
Freelance Designer -
"Clean, powerful, and easy to customize. It helped me understand where my money is actually growing and where it’s not."
Karim El Amrani
Entrepreneur -
"I love the dashboards. Seeing my investments visually makes it so much easier to stay consistent and make better decisions."
Emily Foster
Marketing Manager -
"Before this, I had no real system. Now I track everything properly — stocks, crypto, and long-term investments — all organized."
Lucas Martin
E-commerce Owner -
"Simple but incredibly effective. It saves me time and gives me confidence in how I manage my investments."
Sophie Laurent
Consultant
30
DAYS
MONEY-BACK
GUARANTEE
MONEY-BACK
GUARANTEE
Our 30-Day Money-Back Guarantee
We’re confident you’ll love the Investment Portfolio Tracker. If for any reason you’re not completely satisfied, just contact us within 30 days for a full refund. No questions asked.
- 30-Days
- 100% refund
- Hassle-free
Frequently Asked Questions
Quick answers to common questions.
Yes! Just enter your transactions, and the tracker handles the calculations automatically.
Track stocks, ETFs, mutual funds, cryptocurrencies, cash, and other investments.
Yes. Supported assets update automatically, while others can be updated manually.
No. It’s built for Google Sheets and only requires a free Google account.
Yes. Your data stays in your own Google Drive, and only you control access.
Yes. All future improvements and updates are included with your purchase.
You’ll get instant access, setup instructions, a video guide, and customer support.
Yes. You can customize categories, portfolios, and other settings to match your investing style.