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

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.