ETF & Index Fund Tracker | Dark Mode
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Master Your Portfolio with Institutional-Grade Analytics.
The Ultimate ETF & Index Fund Tracker is a high-performance investment management system designed for sophisticated retail investors, financial planners, and passive income seekers. Built with a sleek Glassmorphism Dark Mode interface, this tool transforms complex market data into actionable insights, allowing you to manage global assets with surgical precision.
Key Professional Features
- Dynamic Market Intelligence: Real-time price synchronization for global ETFs and Indices, ensuring your portfolio valuation is always up-to-the-minute.
- Granular Portfolio X-Ray: Look through your fund holdings to uncover true geographic, sector, and asset-class exposure, preventing concentration risks.
- Global Multi-Currency Engine: Seamlessly trade across international markets with automated conversion from any currency into your primary reporting currency.
- Predictive Dividend Smart Calendar: A forward-looking income suite that forecasts your monthly cash flow and tracks payout schedules with a visual roadmap.
- Precision Drift & Rebalancing: Intelligent visual alerts that identify when your current allocation strays from targets, simplifying your rebalancing process.
- Unified Trade Ledger: A professional-grade transaction hub accounting for brokerage fees, taxes, and net cost basis for meticulous tracking.
- Advanced Growth Analytics: Comprehensive visualization of ROI%, unrealized P/L, and invested capital vs. current market value.
Engineered for Excellence
Whether you are building a Bogleheads-style retirement fund or managing a dividend growth portfolio, this tracker provides the professional infrastructure you need. It is more than just a sheet—it is a sophisticated workspace designed for the modern investor who demands performance and style.
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.
