Long-Term Investment & Trading Pack
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This all-in-one pack is designed for anyone serious about managing their investments and trading performance over the long term. With this bundle, you can track your crypto portfolio, log your stock and futures trades, analyze your results, and make smarter decisions — all using simple, ready-made spreadsheets that work in both Google Sheets and Excel.
What’s Included:
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Crypto Portfolio Tracker — Easily manage your cryptocurrency investments in one place. Track each coin, monitor real-time prices, calculate profit and loss, and analyze your total portfolio performance. Includes transaction logging (buy, sell, exchange, transfers), automatic calculations, and a clean dashboard to visualize your holdings.
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Stocks Trading Journal — Record every stock trade with key details like entry/exit prices, trade size, strategy, profit & loss, and notes. Analyze your win/loss ratio, performance by ticker, strategy success rates, and view your trading activity by date with a smart calendar.
- Futures Trading Journal — Keep track of your futures trades with detailed logs, risk management tools, and strategy performance reports. Calculate your risk/reward ratios, track your returns, and visualize your trading patterns with automated charts and summaries.
Key Features Across All Tools:
- Track trades, portfolio value, and profit/loss with automated formulas
- Real-time price tracking (for crypto) with easy data updates
- Built-in reports for monthly, yearly, or custom date ranges
- Risk management calculators for safer trading decisions
- Visual performance dashboards with clear charts and summaries
- Customizable templates — adjust to fit your personal trading style
- Beginner-friendly setup — no coding or complex formulas required
Who This Pack Is For:
- Long-term investors looking to manage and analyze their portfolios
- Traders focused on crypto, stocks, or futures markets
- Anyone who wants a structured, organized system to track performance
- Beginners and experienced traders seeking more clarity and control
This bundle simplifies your investment and trading process. Instead of relying on scattered notes or complicated software, you’ll have all your data in one place, easy to update and analyze. It helps you stay consistent, reduce emotional decisions, and grow your confidence over time.
Compatible with both Google Sheets and Excel — use it on any device, anywhere.
WHAT’S INCLUDED?
- Step-by-step instructions
- 12 Templates of Spreadsheets
- 3 Sample Google Sheet with Mock Data
- 3 Blank Google Sheet
- 3 Sample Excel with Mock Data
- 3 Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
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.
