Ultimate ETF & Index Fund Tracker for Google Sheets & Excel
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The professional-grade tool to master your global portfolio.
Stop guessing and start analyzing. Whether you are a "Boglehead" passive investor or an active fund strategist, this multi-currency tracker provides the institutional-level insights you need to manage your wealth with precision.
Why This Tracker?
Most spreadsheets are just digital ledgers. This is an automation engine. It doesn't just store data—it transforms it into actionable intelligence.
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Live Market Integration
Forget manual price lookups. Get real-time quotes for global ETFs and Indices directly in your sheet. -
The "X-Ray" Advantage
Peek under the hood of your ETFs. Understand your true exposure to specific regions, sectors, and asset classes across your entire portfolio. -
Seamless Multi-Currency Engine
Trade in USD, EUR, or GBP—the tracker handles the math, converting everything to your base currency automatically. -
Automated Cash Management
Your available cash balances update in real-time as you log transactions. No more reconciliation headaches. -
Precision Rebalancing
Identify "portfolio drift" instantly and see exactly where to add capital to maintain your target allocation. -
Passive Income Mastery
Visualize your future cash flow with an automated Dividend Calendar and monthly payout forecasts.
Who Is This For?
- Global ETF Investors who hold assets across multiple brokers and currencies.
- Dividend Growth Investors looking to track and forecast their passive income streams.
- Strategic Allocators who need to monitor sector and regional diversification to manage risk.
- Minimalists who want a clean, "set-and-forget" automated system.
Key Tech Specs:
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Multi-Broker Support
Track all your accounts (IBKR, Saxo, Schwab, etc.) in one dashboard. -
Dynamic Dashboards
Professional visuals that react instantly to your filters. -
Google Sheets Powered
Accessible anywhere, on any device, with no subscription fees.
Take control of your financial future
Get the tracker that works as hard as your money does.
WHAT’S INCLUDED?
- Step-by-step instructions
- 4 Templates of Spreadsheets
- Sample Google Sheet with Mock Data
- Blank Google Sheet
- Sample Excel with Mock Data
- Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
FEATURES & LIMITATIONS
- Automated Calculations: All totals, charts, and summaries update automatically when data is entered. No manual math required.
- Currency Customization: For all budget and finance-related templates, you can easily change the currency symbol (USD, EUR, GBP, etc.) in just a few clicks.
- Protected Formulas: Certain cells and tabs are locked to prevent accidental deletion of complex formulas, ensuring your template works perfectly. However, no passwords are required—you can easily unlock the sheets if you wish to customize the structure.
- Language: This template is provided in English
- No Macros: We use advanced formulas instead of VBA macros, making the files safer and more compatible across different devices.
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
