Easy Stocks, Crypto, ETF & Investment Portfolio Tracker (Fully customisable GSheet)

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Looking for a centralised spreadsheet to house investments you make across different platforms in one streamlined place? Then you've come to the right place.

I'm a relatively active investor. Probably not too dissimilar to yourself - I have a day job, with a steady-ish income that doesn't set the world on fire, but leaves me with just about enough to invest at the end of every month.

I was investing in different asset classes with different brokers/platforms, and for different purposes with a combination of short/long-term strategies. For example:

One DEGIRO account to invest in low-risk stocks, indices and ETFs with a long-term horizon (10+ years)
Another DEGIRO account to invest in short- to medium-term stocks I'd identified were trading under market value, with a view to selling them on in the coming months/years
Another DEGIRO account to put money aside for my kids, that I have no intention of touching until they reach the age of 18 (when they'll get access to the whole thing)
A Coinmotion account to invest in Bitcoin/cryptocurrency (because that's not available on DEGIRO)
A high interest bank account for easy access savings

Diversifying my investment across different accounts for different strategies was great - but I soon realised a problem. It was impossible to keep track of my overall portfolio performance with so many different accounts.

That's why I made this super valuable Easy Portfolio Tracker spreadsheet - the template for which I'm now making available to you!

The Easy Portfolio Tracker template is a fully customisable GSheet template that brings all of your investments from different accounts into one place. You can use it to track investments from just one account, up to - well - an unlimited number of accounts you might have for any kind of investment strategy.

The Easy Portfolio Tracker template also includes:

A customisable compound interest calculator to help you contextualise your goals and keep you eye on the long term
An investment strategy plan to help you plan for investing across different asset classes
Performance trackers to monitor asset class exposure and annual performance
GOOGLEFINANCE hookups for real-time stock prices and a CRYPTOFINANCE plugin for pulling live cryptocurrency prices

Download, enjoy, and feel free to shoot me a message with any questions, comments, or suggestions! I'd be more than happy to help.

Congrats on taking this first step to centralising your portfolio performance! Your investments will thank you.

I want this!