PreviewInvestment Tracker
Portfolio, trading journal and crypto in one dashboard.
- Stock portfolio dashboard
- Trading journal
- Crypto tracker
- 6 simple tabs + dashboard
Instant digital download · Opens in Google Sheets or Excel
Instant
download
download
Sheets &
Excel
Excel
Video
walkthrough
walkthrough
What's inside
Everything you get, at a glance
Portfolio dashboard
Your stock portfolio and personal-finance numbers on one dashboard.
Trading journal
Log trades and review what is working.
Crypto tracker
Keep crypto alongside your stocks.
Simple tabs
Six simple tabs plus the dashboard, no clutter.
Sheets or Excel
Works in Google Sheets and Excel.
Your data, your file
Your numbers stay in your own spreadsheet.
See it in action
Watch before you buy
Short previews and the full walkthrough, so you know exactly what you are getting.
See it in actionShort looping preview, no sound
A closer lookShort looping preview, no sound
Full video walkthroughEvery tab explained on the GridX Studio YouTube channel
Full details
The complete listing, organised
1About this planner
Track every investment in one place with this Investment Tracker and Stock Portfolio Spreadsheet for Google Sheets. Use it as your trading journal, crypto tracker and personal finance planner: log each trade once, and the smart dashboard shows live prices, profit and loss, dividends and sector allocation, with no spreadsheet skills needed.
2Why You'll Love Ita
bit in one app, a bit in another, some crypto somewhere else, and no clear idea of how it is all doing. This clean, minimalist portfolio tracker brings your stocks, ETFs and crypto into one calm dashboard, so you always see the full picture of your money and can plan your next move with confidence.
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WHAT'S INSIDE (6 SIMPLE TABS + LICENSE)
- SETUP: Choose your base currency, set your yearly dividend goal and manage the lists that feed every dropdown: asset classes, brokerage platforms and crypto platforms.-
3Transactions (Your Trading
JOURNAL): One simple ledger for every buy, sell, dividend and cash deposit across stocks, ETFs and crypto. Sector and region fill in automatically, and summary cards update as you add rows.
- DASHBOARD: Your portfolio command center. Key numbers (portfolio value, net return, invested capital, dividend cash flow and FIRE freedom goal) plus charts for allocation, sector exposure, gains and losses, capital by platform and dividend payout health.-
4Stock Portfolio
OVERVIEW: Every holding with shares, average cost, live price, daily change, allocation, unrealized and realized gain or loss and dividends. Set sector targets and see suggested rebalancing actions.
- STOCK WATCHLIST: A live market radar with major indices, top gainers and decliners, a spotlight chart, 52-week ranges and one-year trend lines.
- DIVIDENDS TRACKER: See the passive income you have received, mark each payout as Paid, Pending, Scheduled or Missed, and view a 12-month income projection.-
FAQ
Good to know
?How do I get the spreadsheet?
You buy it on Etsy and download it instantly. The listing includes step-by-step instructions to open or copy it into Google Sheets or Excel.
?Do I need Excel or Google Sheets?
Either one works. Use Google Sheets for free in your browser, or open the file in Microsoft Excel.
?Is there a video tutorial?
Yes. Each planner has a video walkthrough, and you can watch it right here on the page.
?Is this a physical product?
No. It is a digital download, so nothing is shipped.
?Where can I ask a question?
Message GridX Studio on Etsy from the listing page and we will help.
Keep exploring
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Ready for a calmer spreadsheet?
Get Investment Tracker on Etsy and open it in Google Sheets or Excel today.
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