Portfolio Tracker for Investors

💼 Portfolio Tracker for Investors

Track your investments smarter.
This all-in-one Google Sheets template helps you manage multiple assets, monitor performance, and visualize your gains — with zero hassle.

✅ Includes:

• Multi-asset tracking (Stocks, ETFs, Crypto, etc.)
• Auto-calculated ROI, gains/losses, and annualized returns
• Snapshot dashboards, tax summary & dividend logs
• Clean layout, no login required

Perfect for investors, students, and financial pros.
Start tracking like a pro today.

💡 Available Plans

🔹 Basic – $59
Simple, no-fuss investment tracking with automated returns and performance overview.
📄 Full access to the Portfolio Tracker template (Google Sheets)

🟢 Pro – $79
Everything in Basic, plus:

• Tax summary sheet
• Dividend tracking log
• Rebalancing log
• Year-over-year performance dashboard

🔴 Business – $129
Everything in Pro, plus:

• Editable license for client or commercial use
• Branding-ready version
• Priority updates
  Perfect for consultants, agencies, and financial professionals.

📌 No subscription. One-time payment. Instant access.