Investment Portfolio Tracker – Stocks, Funds, Crypto & Savings Spreadsheet

Track holdings, returns, dividends and asset allocation against your targets in one dashboard.

$12.99 ~~$19.99~~ -35%

One-time payment · Lifetime use · Instant download
Charged as 645,01 TL (Turkish lira equivalent); your bank converts it to your currency.

Full name *

Company / license name

E-mail *

Country *

I agree to the Terms of Sale, the Delivery & Refund Policy and the Privacy Policy. I request immediate delivery of this digital file and understand that I lose my right of withdrawal once the download is available.

🔒 Secure card payment by iyzico⚡ Instant download📧 Link also sent by e-mail

Buy / sell / dividend transaction log
Holdings with average cost and unrealised P&L
Asset allocation vs target with rebalance hints
Monthly portfolio value chart
Dividends & interest report
Annual summary

See your whole portfolio at a glance

Add your assets and transactions, update prices when you like, and the tracker shows total value, gain/loss, allocation and income. Works for stocks, ETFs, funds, bonds, crypto, gold and cash. Not investment advice.

What you get

One .xlsx file, licensed to your name, delivered instantly after payment (download link on screen and by e-mail). Sample data is included so you can see how everything works; clear the yellow cells and start with your own data. Set your currency symbol and tax rate once on the Settings sheet.

Compatibility

Microsoft Excel 2010 or later (Windows & Mac) and LibreOffice Calc. Google Sheets can open the file, but sheet protection and some charts may look different. No macros, no add-ins.