π Introduction
Managing a crypto and live stock portfolio can be overwhelming, especially when doing it manually to keep track of holdings. That is why I developed an automated Google Sheets tracker that:
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Pulls real-time stock prices using GOOGLEFINANCE().
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Pulls real-time crypto prices using CoinMarketCap API.
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Automatically records past trades and calculates holding days.
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Sorts transactions by date and maintains clean records.
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Tracks profits and unrealized profits for better investment decisions.
And now, I can get a bird’s eye view of my entire portfolio, with up-to-date market valuations and performance metrics!
Best part? You can access my live holdings and past trades for a small fee! More on that below. π
π Portfolio Tracker Features
1οΈβ£ Automatic Stock & Crypto Price Updates
- Stocks:
GOOGLEFINANCE()fetches real-time prices. - Crypto: A custom Google Apps Script pulls prices via CoinMarketCap API.
- Formula for auto-fetching:
2οΈβ£ Holding Days Calculation
Automatically calculates how long I have held each investment:
3οΈβ£ New Row Auto-Insert for Trades
Whenever I log a new trade, Google Apps Script:
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Inserts a new row before the 3rd to last row.
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Auto-applies formulas, dropdowns and formatting.
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Keeps the data structured without manual entry.
4οΈβ£ Sorting by Date
Ensures all transactions are ordered properly:
π° Want Exclusive Access to My Portfolio?
Get a behind-the-scenes look at my live trades in stocks, crypto, mutual funds, indexes and commodities! π Track my current holdings & past trades and see how I build & manage my investment portfolio.
πΉ Follow my real trades and see what Iβm buying & selling.
πΉ Learn how I diversify investments and manage risk effectively.
πΉ Use my portfolio tracker setup to streamline your own investing strategy.
| Feature | $4.99/mo | $49.99/yr | $99 Lifetime |
|---|---|---|---|
| β Real-time access to my portfolio | β Yes | β Yes | β Yes |
| π Past trades (stocks, crypto, mutual funds, indexes, commodities) | β Yes | β Yes | β Yes |
| β³ No future payments | β No | β No | β Yes (One-time) |
| π° Best for | Monthly users | Long-term users | One-time buyers |
π’ Monthly Subscription ($4.99/mo)
π΅Β Annual Subscription ($49.99/year)
π₯ $99 Lifetime β One-Time Payment
π Frequently Asked Questions (FAQ)
As soon as your payment is processed, youβll get instant access to my Google Sheets portfolio tracker. Youβll be able to see my real-time holdings, past trades and learn from my strategy.
Yes! If youβre on the monthly or annual plan, you can cancel anytime and your access will continue until the end of your billing cycle.
My trades and holdings are updated in real time as I make changes. Youβll always see the most recent adjustments Iβve made to my portfolio.
If you request a refund, your access will be automatically revoked. My system removes refunded users immediately to ensure fairness to paying customers.
Yes! Even if youβre new to investing, you can follow my trades and see how I structure my portfolio across stocks, crypto, mutual funds, indexes and commodities.
π Join now and start tracking smarter today!
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