{"title":"Investment Portfolio Trackers: Light","description":"","products":[{"product_id":"crypto-portfolio-tracker","title":"Cryptocurrency Investment Portfolio Tracker Spreadsheet for Excel \u0026 Google Sheets","description":"\u003ch2\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003eCryptocurrency Investment Portfolio Tracker Spreadsheet for Excel \u0026amp; Google Sheets, Crypto Investment Dashboard\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"color: #000000;\"\u003eThe Crypto Portfolio Tracker in Excel \u0026amp; Google Sheets is a comprehensive tool designed to help cryptocurrency enthusiasts and investors effectively manage their digital asset portfolios. This user-friendly spreadsheet offers five essential tabs: Settings, Account Register, Transaction Ledger, Global Portfolio, and Global Dashboard, all accessible within a Google Sheets \u0026amp; Excel documents. Whether you're a seasoned crypto trader or just starting out, this tracker simplifies portfolio management, transaction tracking, and provides a holistic view of your crypto investments.\u003c\/span\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003e\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003ca style=\"display: inline-flex; align-items: center; gap: 6px; text-decoration: none; color: #2563eb;\" rel=\"noopener\" href=\"https:\/\/youtu.be\/82acomLdLu4\" target=\"_blank\"\u003e \u003csvg aria-label=\"YouTube\" viewbox=\"0 0 28 20\" height=\"18\" width=\"26\"\u003e\n      \u003crect fill=\"#FF0000\" ry=\"6\" rx=\"6\" height=\"20\" width=\"28\" y=\"0\" x=\"0\"\u003e\u003c\/rect\u003e\n      \u003cpolygon fill=\"#FFFFFF\" points=\"11,6 19,10 11,14\"\u003e\u003c\/polygon\u003e\n    \u003c\/svg\u003e \u003cspan style=\"font: 500 14px\/1.2 Poppins,system-ui;\"\u003e How to Use a Crypto Portfolio Tracker | Step-by-Step Video Tutorial \u003c\/span\u003e \u003c\/a\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003eFeatures:\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"color: #000000;\"\u003e- Use with Any Currency \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Automatic Calculations \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Supports Buy, Sell, Exchange, and Transfer Operations to Other Networks \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Profit and Loss for Each Coin in the Portfolio \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Real-Time Price Charts \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Track Portfolio Balance \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Record Transactions, Specify the Network Where It Occurred\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003eBenefits:\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"color: #000000;\"\u003e- \u003cstrong\u003eUser-Friendly:\u003c\/strong\u003e Designed for users of all experience levels, with easy-to-use tabs and intuitive data entry. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- \u003cstrong\u003eComprehensive:\u003c\/strong\u003e Provides a holistic view of your cryptocurrency portfolio, aiding in decision-making and investment strategies. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- \u003cstrong\u003eReal-Time Data:\u003c\/strong\u003e Connects to APIs for live cryptocurrency price updates, ensuring accurate portfolio valuations. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- \u003cstrong\u003eHistorical Insights: \u003c\/strong\u003eGain valuable insights into your trading history and performance. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- \u003cstrong\u003eData Security:\u003c\/strong\u003e Your data remains secure within Google Sheets, and you have control over who can access it.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003eWho Should Use It:\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"color: #000000;\"\u003e- Cryptocurrency investors and traders of all experience levels. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Individuals looking to maintain a well-organized and transparent record of their digital assets. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- Anyone seeking a free and customizable solution for managing their crypto portfolios.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003eWhere do cryptocurrency prices come from?\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cspan style=\"color: #000000;\"\u003e- Data flows through the Coingecko API. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- However, anyone with the skills to develop this model can modify the API to any other source at their discretion if it is more convenient. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- We do not recommend doing this as it may break functions and their functionality throughout the entire spreadsheet. \u003c\/span\u003e\u003cbr\u003e\u003cspan style=\"color: #000000;\"\u003e- We will not be held responsible for any resulting issues.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan style=\"color: #000000;\"\u003e\u003cstrong\u003eGet Started:\u003c\/strong\u003e Begin effectively managing your cryptocurrency investments with confidence using the Crypto Portfolio Tracker in Google Sheets. Simply download the template, input your data, and start tracking your crypto journey.\u003c\/span\u003e\u003c\/p\u003e","brand":"SpreadsheetsHub","offers":[{"title":"Default Title","offer_id":43035584102539,"sku":"gs_001","price":19.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0660\/2260\/4939\/files\/UltimateCryptoPortfolioTracker.png?v=1738094813"},{"product_id":"stock-portfolio-tracker","title":"Stock Portfolio Tracker for Google Sheets \u0026 Excel","description":"\u003cp\u003eThe \u003cstrong\u003eStock Portfolio Tracker\u003c\/strong\u003e is a powerful tool designed for investors to track, analyze, and manage their stock investments with ease. 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Tax Tracking\u003c\/strong\u003e\u003cbr\u003eRecord dividend income and track taxes related to your investment activities, making tax preparation easier.\u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003eWho Can Benefit from This Tracker?\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIndividual Investors\u003c\/strong\u003e\u003cbr\u003eIdeal for anyone who wants to track their stock portfolio’s performance and make informed investment decisions.\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFinancial Advisors\u003c\/strong\u003e\u003cbr\u003ePerfect for managing multiple clients' portfolios and providing timely insights into their investments.\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGlobal Investors\u003c\/strong\u003e\u003cbr\u003eTrack stocks from various international markets, all within one convenient platform.\u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cspan style=\"font-size: 12pt;\"\u003e\u003cstrong\u003e\u003cspan style=\"color: #000000;\"\u003eWhy Choose This Tracker?\u003c\/span\u003e\u003c\/strong\u003e\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eEasy to Use: \u003c\/strong\u003eSimple interface and intuitive design, both in Excel and Google Sheets.\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReal-Time Updates:\u003c\/strong\u003e Get the latest market data to make timely decisions.\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eComprehensive:\u003c\/strong\u003e Manage everything from stock performance to dividends, taxes, and beyond.\u003cbr\u003e\u003cstrong\u003e\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustomizable:\u003c\/strong\u003e Tailor the tracker to fit your specific portfolio size and needs.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cem\u003eStart using the\u003cstrong\u003e Stock Portfolio Tracker\u003c\/strong\u003e today and take control of your investments!\u003c\/em\u003e\u003c\/p\u003e\n\u003cdiv class=\"legal-note\"\u003e⚠️ \u003cstrong\u003eNote:\u003c\/strong\u003e The \u003cem\u003eWatchlist\u003c\/em\u003e tab is available only in the Google Sheets version and is not included in the Excel version due to technical limitations.\u003c\/div\u003e\n\u003cstyle\u003e\n.legal-note {\n  background: #f9f9f9;\n  border: 1px solid #e0e0e0;\n  border-radius: 6px;\n  padding: 14px 18px;\n  font-size: 0.95rem;\n  line-height: 1.6;\n  color: #333;\n  margin: 1.5rem 0;\n}\n.legal-note strong {\n  font-weight: 600;\n}\n.legal-note em {\n  font-style: italic;\n}\n\u003c\/style\u003e","brand":"SpreadsheetsHub","offers":[{"title":"Default Title","offer_id":43674038468747,"sku":"gs_015","price":27.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0660\/2260\/4939\/files\/StockPortfolioTracker-Spreadsheetsh.png?v=1753452582"},{"product_id":"etf-index-fund-tracker","title":"Ultimate ETF \u0026 Index Fund Tracker for Google Sheets \u0026 Excel","description":"\u003csection class=\"product-description\" style=\"font-family: 'Poppins', sans-serif; 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No more reconciliation headaches.\u003c\/li\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003e\n\u003cstrong\u003ePrecision Rebalancing\u003c\/strong\u003e\u003cbr\u003eIdentify \"portfolio drift\" instantly and see exactly where to add capital to maintain your target allocation.\u003c\/li\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003e\n\u003cstrong\u003ePassive Income Mastery\u003c\/strong\u003e\u003cbr\u003eVisualize your future cash flow with an automated Dividend Calendar and monthly payout forecasts.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 style=\"font-size: 18px; font-weight: bold; margin-top: 30px; color: #000;\"\u003eWho Is This For?\u003c\/h3\u003e\n\u003cul style=\"padding-left: 20px; margin-top: 15px;\"\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003eGlobal ETF Investors who hold assets across multiple brokers and currencies.\u003c\/li\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003eDividend Growth Investors looking to track and forecast their passive income streams.\u003c\/li\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003eStrategic Allocators who need to monitor sector and regional diversification to manage risk.\u003c\/li\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003eMinimalists who want a clean, \"set-and-forget\" automated system.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 style=\"font-size: 18px; font-weight: bold; margin-top: 30px; color: #000;\"\u003eKey Tech Specs:\u003c\/h3\u003e\n\u003cul style=\"padding-left: 20px; margin-top: 15px;\"\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003e\n\u003cstrong\u003eMulti-Broker Support\u003c\/strong\u003e\u003cbr\u003eTrack all your accounts (IBKR, Saxo, Schwab, etc.) in one dashboard.\u003c\/li\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003e\n\u003cstrong\u003eDynamic Dashboards\u003c\/strong\u003e\u003cbr\u003eProfessional visuals that react instantly to your filters.\u003c\/li\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003e\n\u003cstrong\u003eGoogle Sheets Powered\u003c\/strong\u003e\u003cbr\u003eAccessible anywhere, on any device, with no subscription fees.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3 style=\"font-size: 18px; font-weight: bold; margin-top: 25px; color: #000;\"\u003eTake control of your financial future\u003c\/h3\u003e\n\u003cp\u003eGet the tracker that works as hard as your money does.\u003c\/p\u003e\n\u003c\/section\u003e","brand":"SpreadsheetsHub","offers":[{"title":"Default Title","offer_id":45540361535627,"sku":"gs_067","price":29.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0660\/2260\/4939\/files\/ETF_IndexFundTracker-SpreadsheetsHub.png?v=1771528292"},{"product_id":"retirement-portfolio-tracker","title":"Retirement Portfolio Tracker \u0026 Planner for Google Sheets \u0026 Excel","description":"\u003csection class=\"product-description\" style=\"font-family: 'Poppins', sans-serif; color: #1e293b; line-height: 1.6; padding: 10px 0; max-width: 800px; margin: 0 auto;\"\u003e\n\u003ch3 style=\"font-size: 18px; font-weight: bold; color: #000;\"\u003eRetirement Portfolio Tracker \u0026amp; Planner\u003c\/h3\u003e\n\u003cp\u003eStop guessing when you can retire. 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Whether you are managing your first rental property or overseeing a global real estate empire, this Real Estate Investment Portfolio Tracker is the only tool you’ll ever need to transform raw data into actionable wealth-building insights.\u003c\/p\u003e\n\u003cp\u003eDesigned for both Google Sheets and Microsoft Excel, this template combines high-end financial modeling with a stunning, minimalist interface.\u003c\/p\u003e\n\u003ch3 style=\"font-size: 18px; font-weight: bold; margin-top: 30px; color: #000;\"\u003eWhy This is the Best Tool for You\u003c\/h3\u003e\n\u003cul style=\"padding-left: 20px; margin-top: 15px;\"\u003e\n\u003cli style=\"margin-bottom: 12px;\"\u003e\n\u003cstrong\u003eGlobal Reach: 100+ Currencies Supported\u003c\/strong\u003e Invest across borders without the headache. 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Track Stocks, ETFs, Crypto, Global Indices, Bank Accounts, and Real Estate investments in real time. 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