Investment Tracker Google Sheets Template

Product Overview

This fully automated Google Sheets template helps you track stocks, crypto, and other investments in one clean, professional dashboard. Live market data (via GoogleFinance), automatic performance calculations, and real-time charts make portfolio tracking simple, powerful, and beginner-friendly — all directly in your browser, no Excel required.

Key Features:

• Track stocks & crypto with live market prices (GoogleFinance integration)
• Automatic calculations for total quantity, invested capital, current value & performance
• Clean Portfolio Overview sheet with fully automated formulas
• Ready-to-use Dashboard with KPIs & charts (Allocation + Performance by Asset)
• Beginner-friendly Transactions log — one row per buy/sell, nothing else needed
• Minimalistic, modern layout for fast, intuitive portfolio tracking
• No technical knowledge required — step-by-step instructions included

⚠️ System Requirements:

• Designed exclusively for Google Sheets (works with any free Google Account).
• Not suitable for Microsoft Excel.

COPYRIGHT & CONDITION OF USE

By purchasing this template, you are granted a personal, business, and educational use license (non-exclusive, non-transferable).

• ✅ You may use this file for personal use, for your own business purposes (e.g. internal organization, planning, risk assessment), and for educational purposes (e.g. teaching, studying).
• ❌ You may not resell, share, copy, redistribute, upload, sublicense, or reproduce this template in whole or in part.
• ❌ You may not use this template to create products or services for clients/customers, nor to redistribute it in any form (modified or unmodified).

The license is granted for an unlimited time period and applies only to the permitted uses described above. The restrictions (resale, sharing, redistribution, etc.) apply permanently.

IMPORTANT NOTES

• Digital Product: This is a digital download. No physical product will be shipped.
• Refund Policy: As this is a digital product, returns are not possible. If there is a problem with your order, please contact me and I will try to find a solution.