Investment Tracker Spreadsheet | Stocks, ETFs, Crypto (Excel, Google Sheets)

Track stocks, ETFs and crypto in one place, and see at a glance which holdings are winning and whether your portfolio is too concentrated. 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.

Two engines

• Diversification Engine — analyzes your top holdings by risk and rates your portfolio from well diversified to concentrated, so you know when it is time to rebalance.
• Auto Status Engine — flags each position across five tiers from big winner to big loser, giving instant visual feedback without manual sorting.

What you get

• Excel file tracking stocks, ETFs and crypto
• Google Sheets compatible
• Quick Start Guide PDF
• CSV export for non-Excel users
• Free lifetime updates

Inside the system

• Start Here — settings and assumptions
• Dashboard — portfolio value, cost, gains and next milestone
• Holdings — every position with auto-flagged status
• Diversification — risk analysis and rebalance signal
• 12-Month History — performance, contributions and dividends over the year
• Milestones — projected wealth levels and the gap to close

Who it is for

• Investors holding a mix of stocks, ETFs and crypto
• Anyone who wants one combined view of their portfolio
• People who want a clear rebalance signal
• Long-term investors tracking milestones

Instant delivery

Files 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.

For personal tracking only. This is not investment advice; figures are illustrative and depend on your inputs. Designed and built by SpendFlow Studio.