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All-in-One Investment Tracker | Google Sheet

Asset Free Save (0)
Accounting Business

Tired of logging into 4 different apps just to see where your money’s at?

This free Google Sheet brings it all together:
- U.S. stocks
- ETFs
- Crypto
- Currencies
- Commodities
- Even manual assets from different banks or platforms

All in one place. In real time. Fully customizable.

I built this sheet to stop feeling financially scattered — and now you can use it too.

What You Can Do With It:

  • Track your entire portfolio across different platforms

  • See your total net worth, live, in one simple dashboard

  • Group assets by type, region, risk level, or whatever you want

  • Visualize changes with classic Excel/Sheets functions (charts, filters, etc.)

  • Add custom formulas or rows — it’s all yours

Who It’s For:

  • DIY investors who want clarity

  • Google Sheets lovers who hate finance apps

  • Creators, freelancers, and solopreneurs with multiple income streams

  • Anyone managing assets across currencies or institutions

How to Use It:

  1. Click the “Get this” button

  2. Open the Google Sheet link

  3. Go to File > Make a copy

  4. Save it to your own Google Drive

  5. Start adding your assets — and breathe

No sign-ups. No formulas to fix. No fancy software.
Just a clean sheet that works.

Download it now and see your portfolio clearly.

(Bonus: Check out ProjXplorer — the AI tool directory where I curate real, useful resources for creators and doers.)