{"product_id":"investment-tracker-spreadsheet-stocks-etfs-crypto-excel-google-sheets","title":"Investment Tracker Spreadsheet | Stocks, ETFs, Crypto (Excel, Google Sheets)","description":"\u003cp\u003e\u003cstrong\u003eTrack stocks, ETFs and crypto in one place, and see at a glance which holdings are winning and whether your portfolio is too concentrated.\u003c\/strong\u003e Log each position and the tracker calculates portfolio value, cost basis and gains, flags every holding by performance, and scores how diversified you really are. Works in Excel and Google Sheets, with instant download.\u003c\/p\u003e\n\n\u003ch3\u003eTwo engines\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eDiversification Engine\u003c\/strong\u003e — analyzes your top holdings by risk and rates your portfolio from well diversified to concentrated, so you know when it is time to rebalance.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAuto Status Engine\u003c\/strong\u003e — flags each position across five tiers from big winner to big loser, giving instant visual feedback without manual sorting.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWhat you get\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eExcel file tracking stocks, ETFs and crypto\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets compatible\u003c\/li\u003e\n\u003cli\u003eQuick Start Guide PDF\u003c\/li\u003e\n\u003cli\u003eCSV export for non-Excel users\u003c\/li\u003e\n\u003cli\u003eFree lifetime updates\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eInside the system\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eStart Here — settings and assumptions\u003c\/li\u003e\n\u003cli\u003eDashboard — portfolio value, cost, gains and next milestone\u003c\/li\u003e\n\u003cli\u003eHoldings — every position with auto-flagged status\u003c\/li\u003e\n\u003cli\u003eDiversification — risk analysis and rebalance signal\u003c\/li\u003e\n\u003cli\u003e12-Month History — performance, contributions and dividends over the year\u003c\/li\u003e\n\u003cli\u003eMilestones — projected wealth levels and the gap to close\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eWho it is for\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eInvestors holding a mix of stocks, ETFs and crypto\u003c\/li\u003e\n\u003cli\u003eAnyone who wants one combined view of their portfolio\u003c\/li\u003e\n\u003cli\u003ePeople who want a clear rebalance signal\u003c\/li\u003e\n\u003cli\u003eLong-term investors tracking milestones\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eInstant delivery\u003c\/h3\u003e\n\u003cp\u003eFiles arrive immediately after purchase: the Excel file (.xlsx), a CSV export and a Quick Start Guide PDF. Works on Mac, Windows, iOS and Android. No subscription, no login.\u003c\/p\u003e\n\n\u003cp\u003e\u003cem\u003eFor personal tracking only. This is not investment advice; figures are illustrative and depend on your inputs. Designed and built by SpendFlow Studio.\u003c\/em\u003e\u003c\/p\u003e","brand":"SpendFlow Studio","offers":[{"title":"Default Title","offer_id":50274180169921,"sku":null,"price":9.09,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0864\/6446\/3041\/files\/il_1080xN.8095798403_rsd6.jpg?v=1780071243","url":"https:\/\/spendflowstudio.com\/products\/investment-tracker-spreadsheet-stocks-etfs-crypto-excel-google-sheets","provider":"SpendFlow Studio","version":"1.0","type":"link"}