Investment Portfolio Tracker — Google Sheets | Stocks ETF Crypto Dividend FIRE Calculator Tax Tracker | Instant Download

The Most Complete Investment Portfolio Tracker — Google Sheets Edition

Track every investment, calculate FIRE, analyse risk, and beat the market — all in one premium Google Sheets spreadsheet. Free to use in any browser. No software needed.

🚀 20 Sheets. 100+ Features. Zero Monthly Fees.

• 📊 Dashboard — Portfolio value, gain/loss, return %, CAGR, Today's Change, vs Benchmark
• 🏥 Portfolio Health Score — Proprietary 0–100 score across Diversification, Returns, Risk, Cash, Dividends
• 📈 Holdings — Live prices, CAGR per holding, 52W High/Low, DCA avg, Weight %, Multi-currency, Broker/Account
• 💸 Dividend Tracker — Ex-div dates, pay dates, quarterly & annual projected income
• 📋 Transaction Log — 8 trade types + XIRR
• 📉 DCA Tracker — Auto-calculates average buy price from Txn Log
• 🧾 Tax & Cap Gains — FIFO lot tracking, tax-loss harvesting flags, LTCG Indexation Calculator
• 💰 Net Worth — Full net worth tracker + FIRE Calculator + Coast FIRE
• 🥧 Allocation — Asset class breakdown with rebalancing alerts
• 📅 Monthly — Month-by-month performance vs benchmark
• 📈 50-Year Projection — Compound growth projection
• 👀 Watchlist — Live P/E, Market Cap, Div Yield, 50D/200D SMA, Golden/Death Cross signal
• 💱 FX Rates — 8 live currencies with auto-conversion
• 🎬 Video Guide & Setup Wizard — Step-by-step onboarding

📦 What You Get

A native Google Sheets file — just make a copy to your own Google Drive and start tracking immediately. Works free in any browser on any device. No downloads, no Excel, no software installation required.

For educational and personal finance purposes only. Not financial advice.