I created a Notion template, Investments Tracker. It helps to organize and make investments decisions.
[Stock Portfolio Tracker, Investment Tracker Spreadsheet, Crypto Portfolio Manager, Crypto Portfolio Tracker, Google Sheets Investment Portfolio Diversification Tracker Spreadsheet, Foreign Portfolio Investment, Crypto Investment, Personal Finance Spreadsheet, Stock Crypto Investment Dashboard, Google Sheets Template] See your stock & crypto investments and know your returns at a glance with the Stock & Crypto Portfolio Spreadsheet. This template supports the tracking of investments made across multiple currencies & platforms and consolidates all the information into one intuitive spreadsheet. Includes only the things you need and is made to be simple, easy to understand, yet visually appealing. All you have to do is input your transactions and everything else is calculated automatically! FEATURES: • Use with any currency - just input in one cell • Supports manual entry of an investment's current price • Suitable for stocks & crypto that may not be supported by Google Finance • See your unrealized, realized, and total profits & losses • Monitor your dividend returns per investment • Sort & Filter through your Portfolio with a simple dropdown menu • Easily check your Portfolio Diversification in Charts • Supports Buy, Sell, Cash Dividend, Stock Dividend, Stock Split, Deposit, and Withdrawal transactions • Automatically track your Cash Inflows & Outflows per trading platform • Follow your favorite stocks with a Stock Watchlist • All Automatic Calculations - just enter your transactions! • Easy to use and understand • Only includes the things you need - no unnecessary tabs • Sync the spreadsheet across multiple devices with the Google Sheets app WHAT'S INCLUDED? • 6 Spreadsheet Tabs - Dashboard, Portfolio, Transactions, Account Register, Settings, and Stock Watchlist • A Setup tab to easily get started • Comprehensive Instructions and Tips • Sample Spreadsheet with Mock Data • 10-Page Quick Start Guide • Editable in Google Sheets PLEASE NOTE: • This spreadsheet is NOT compatible with Microsoft Excel. • This spreadsheet contains Apps Script which you need to configure for a chart found in the Dashboard tab. However, this is extremely easy to do, and the template has detailed instructions on how to do it. YOU WILL NEED: • A device to access Google Sheets • A Google Account • Basic computer knowledge HOW IT WORKS: 1. Purchase (Instant Download) 2. Download the ZIP file (Access the Template) 3. Open the Spreadsheet (Start Planning!) SOME THINGS TO NOTE: • This is a digital download. No physical items will be sent after purchase. • Due to the digital nature of the product, all sales are final and no refunds will be issued. If you have any questions, please do not hesitate to get in contact with me before purchasing the product. • All materials included in this purchase are for personal use only. No part of it can be distributed, sold, duplicated, reproduced, or used in any form without the written consent of the author. • The contents of your purchase are for informational purposes only. It is not intended to be financial, legal, or accounting advice. I will not be liable to any person for harm, damages, loss, claims, costs, and other liabilities with regards to your use of the documents. COLOR DISCLAIMER: The spreadsheet's actual color may vary due to the difference in how our screens show color. Your phone, tablet, or computer display colors in different ways, much like how we also see colors differently. Please take note of this when purchasing the template.
[Stock Crypto Portfolio 2023 Investment Tracker Google Sheets Planner Finance Stock Market Trading Journal Spreadsheet Organize Dashboard] Investing can be complex and overwhelming, but with our investment tracker, you can simplify the process and gain a deeper understanding of your portfolio's performance. Introducing the ultimate investment tracker on Etsy - our Google Sheets spreadsheet! If you're looking for an easy and efficient way to monitor your investments and analyze your performance, this product is perfect for you. With our investment tracker, you can easily input all your investment data, including stocks, ETF’s, Indices, Mutual Funds & cryptocurrency. In addition to the many benefits of our investment tracker spreadsheet, we are excited to offer a unique feature that sets it apart from other investment trackers on the market. With our investment tracker, you can easily convert the transaction currency of your investments into your base currency. This feature is particularly helpful for investors who hold investments in multiple currencies or who frequently invest in foreign markets. With just a few clicks, you can convert your investment data into your preferred currency and get an accurate representation of your portfolio's overall performance. Our investment tracker uses up-to-date currency exchange rates to ensure that your conversion is accurate and reliable.This means that you can make informed decisions about your investments, no matter where in the world you are located. Our investment tracker is perfect for investors of all levels, from beginners to advanced investors. The user-friendly interface makes it easy to use and understand, and the detailed graphs and charts provide a clear visual representation of your investment performance over time. Whether you're looking to monitor your investments for personal reasons or need to keep track of your portfolio for professional reasons, our investment tracker has you covered. So why not take advantage of this unique feature and invest in our Google Sheets investment tracker today? What's included? ✔ Capability to establish a base currency of your choice, categorize investments into as many as 12 different sectors, and handle a maximum of 12 brokerage accounts. ✔ Dashboard designed to provide a comprehensive view of your portfolio performance, all in one convenient location. Including a range of key performance indicators (KPIs) that are essential for monitoring investment performance. These KPIs include metrics such as investment value over time, asset allocation heatmap, allocation by sector & asset class,market vs cost value analysis among others. ✔ Investment portfolio tab that generates customized reports on your investment portfolio, including performance data, asset allocation, and transaction history. These reports may be downloaded and saved for future reference. ✔ Stock Watchlist used to track the performance and key metrics of a select group of securities that you may be interested in, or are considering adding to your portfolio, providing a quick and easy way to monitor the price movements. ✔ Transaction Log where you can record all transactions made within the portfolio, including deposits, withdrawals,purchases, sales, stock splits and dividend payments. This section may also include details on fees and commissions associated with each transaction. ✔ Account Register that summarizes the account activity, including deposits, withdrawals, purchases, sales, interest earned, and fees charged. All classified by brokerage account. Suitable for stocks & crypto that may not be supported by Google Finance. After purchasing this template: ✦ You will receive an email from Etsy with a link to download a PDF file. ✦ You can also download the file from your Etsy account by going to the "Purchases and Reviews" section and finding the download link next to your order. ✦ To access the spreadsheet, you will need to open the PDF file and follow the instructions on the second page to create your own copy of the template. ✦ Once you have created your own copy, you can begin using it to track your habits. Notes: Please be aware that this spreadsheet cannot be used with Microsoft Excel. Additionally, it includes Apps Script that you will need to set up for a chart located in the Dashboard tab. Detailed instructions on how to do so are included. We are committed to providing our customers with high-quality products and exceptional service. We are available to answer any questions or provide assistance with any issues you may encounter with your product. Simply contact us for assistance. If you have any further questions or concerns, please do not hesitate to contact us. Get your Spreadsheet on your favourite color: Blue: https://freemindplanning.etsy.com/listing/1438179627/stock-crypto-portfolio-2023-investment Green: https://freemindplanning.etsy.com/listing/1580545949/investment-tracker-stock-crypto Brown: https://freemindplanning.etsy.com/listing/1635804647/stock-crypto-portfolio-2023-investment
**OPTION TRADING JOURNAL TEMPLATE PRINTABLE** Specially designed for you to capture everything that matters in your contract trading activities with ease and convenience. Keeping an option trade and investment tracker is an excellent way to organize your transactions, monitor your purchases, sales and profits, as well as see which strategies work. This product allows you to get a broad overview of the results, giving you the opportunity to analyze how well you are doing and helps determine what can be improved. A truly handy companion for day traders, swing traders or long-term investors! This PDF document contains 6 UNIQUE SHEETS. Print the page(s) you prefer as many times as you like: • Option Trading Log (2 Pages) • Accounts & Passwords Page • Trading Goals & Plans • Trading Rules • Option Trading Notes - Flexible Blank Grid Page for Recording Patterns & Additional Information DOWNLOAD INFORMATION: • You'll get A4, A5 and letter sized PDF files for PERSONAL USE.
Dive into your monthly spending and saving with confidence, tracking where your dollars go. Our budget tracker will calculate where your dollars go each month, so you can have a clear gauge as the year moves on. What’s Included - Annual overview that calculates off your monthly entries - 12 month budget tracker - Bills & subscriptions tracker - Investments tracker - Savings tracker - Debts & loans tracker - Easy tabs for navigation Tips For Use Budgeting can be a breeze. Track your month-to-month and see a solid picture of all your finances, and how they’re working for you. Take out the guesswork and feel confident in where your money goes and why. This planner is reusable, which we think is kinda the best part. Purchase Notes **This is a Google Sheet** template that you can copy into your personal Google Drive to edit. To use, you’ll need a Google account. (If you have an email address ending in “gmail.com”, you’re all set! Files Included - 1 Google Sheets spreadsheet - 1 welcome guide with instructions F.A.Q. Q: What’s the upside of a digital planner? I *really* love putting pen to paper. A: While nothing can replace the way a good pen glides across a fresh piece of paper, people love our planners because they’re zero waste, designed to be reused, and it’s easy to switch between sooo many aspects of planning, updating as you go. Q: What’s your refund policy? A: Because this is a digital file with instant access after purchase, we do not offer refunds. If you have questions before purchasing, we’d love to chat via email. Drop us a note! Q: Can I share this with a friend? A: This purchase is only for your use. All of our products are not intended for sharing with others or resale, in any shape or form.
Stock Portfolio and Stock Watchlist are created for helping you to track your investments in one place by auto-generated visuals. With this Google Sheets spreadsheet, you will be able to track your investments' profit/loss, daily changes, live stock prices (feeds from google finance), your portfolio value and so much more. Also, you will be able to create a watchlist that allows you to track any stock you like with detailed and clean informations. *** This is a Google Sheet document. It's not compatible with Excel. *** You will recieve: • A PDF File: This includes link to your own dashboard and instructions with screenshots. • A JPG File: Includes a bonus gift. Note: I recommend that you use the tracker on a desktop or laptop computer when inputting transactions due to the large amount of data and back-end data that the spreadsheet supports. You will still be able to view the dashboard on Google Sheets app through your phone or tablet. *** Disclaimer: This file does NOT provide any investment and trading advise. It is only for monitoring and informational purposes. *** If you have questions, feel free to drop me a message or send an e-mail to etsy.jksdigials [!at] outlook.com. COPYRIGHT NOTICE © JKsDigitals. This item is PERSONAL USE ONLY. This cannot be resold, transferred or redistributed. Thank you for visiting JKsDigitals!
Welcome! Thanks for wanting to learn more about my Dividend Stock Portfolio Tracker on Google Sheets. Advantages: Simple and easy to use Lives on Google Sheets, allowing your portfolio to be saved …
I created a Notion template, Investments Tracker. It helps to organize and make investments decisions.
Want an easy way for students to track their growth and progress? This is the perfect resource to use! We started implementing a data tracker for students to record their scores for every assessment in one place and it got students more invested in their learning. They are able to track their scores...
Starting a 100-day challenge? Need to track a new goal? This 100 day goal tracker free download helps you stick to good habits and is a great way to accomplish long-term goals. Download the free habit tracker template below and use it to keep track of your habits and motivate you as you chip away a
Mood Tracker Journal: Daily Wellness Dairy and Mental Health Workbook with Prompts [Richardson, Anny] on Amazon.com. *FREE* shipping on qualifying offers. Mood Tracker Journal: Daily Wellness Dairy and Mental Health Workbook with Prompts
did somebody say freebie? 👀 Snag Your Free Habit Tracker when you sign up to the newsletter Let’s be honest. The only way to reach your goals is with better habits. And the only way to stick to your habits is to track them. Let me help. But it’s not just any habit tracker… Plus...
Veri - Healthcare CGM Tracker designed by Jack R. for RonDesignLab ⭐️. Connect with them on Dribbble; the global community for designers and creative professionals.
L'outil de suivi de l'épargne ultime est un outil essentiel conçu pour aider les particuliers à prendre le contrôle de leurs finances et à atteindre leurs objectifs d'épargne. Que vous épargniez pour un gros achat, un fonds d'urgence ou de futurs investissements, ce tracker offre un moyen clair et organisé de suivre vos progrès. Avec des sections pour la fixation d'objectifs, les journaux d'épargne mensuels et le suivi des dépenses, il simplifie la gestion financière et vous permet de rester motivé dans votre parcours d'épargne.
Ever feel like your life is a circus🎪, and you’re the juggler trying to keep all the balls🎈 in the air? Well, what if I told you there’s a secret weapon that could transform you from a frazzled…
Investments Tracker If you're in the investing game, it's good to stay organized! Keeping a log of your investments is a great way to go - it's simple to track the date you bought or sold stocks, what company they're from, how many shares and the price details, not to mention your gains or losses. You can also analyze your portfolio by comparing your goals to your final gains and losses. It's an easy way to stay on top of your investments. INCLUDES • The Investments Tracker in the Main and Continuing Page. • Each page comes in 10 colors and 4 sizes: Letter, A4, A5 & Half Letter. HOW IT WORKS 1. Check your email from Etsy after purchasing items. 2. Click to open the files attached to the email. 3. Save the planner PDFs to your device and use printed or digitally. IMPORTANT • This is a digital item, no items will be shipped to you. ⚠ These planners are copyrighted by STUDIO TERO. They are for Private Use Only. You may not resell, reproduce, distribute or profit in any way. Printing and sharing or selling our planners without our consent is not permitted. © STUDIO TERO, 2022 | ALL RIGHTS RESERVED
Investments Tracker If you're in the investing game, it's good to stay organized! Keeping a log of your investments is a great way to go - it's simple to track the date you bought or sold stocks, what company they're from, how many shares and the price details, not to mention your gains or losses. You can also analyze your portfolio by comparing your goals to your final gains and losses. It's an easy way to stay on top of your investments. INCLUDES • The Investments Tracker in the Main and Continuing Page. • Each page comes in 10 colors and US Letter size. HOW IT WORKS 1. Check your email from Etsy after purchasing items. 2. Click to open the files attached to the email. 3. Save the planner PDFs to your device and use printed or digitally. IMPORTANT • This is a digital item, no items will be shipped to you. ⚠ These planners are copyrighted by STUDIO TERO. They are for Private Use Only. You may not resell, reproduce, distribute or profit in any way. Printing and sharing or selling our planners without our consent is not permitted. © STUDIO TERO, 2022 | ALL RIGHTS RESERVED
📈 Google Sheets Stock Portfolio Tracker – Simplify Your Investment Management Maximize your financial oversight with our Google Sheets Stock Portfolio Tracker, the ultimate tool for both beginner and experienced investors. This sophisticated investment tracker spreadsheet is designed to make your financial tracking as efficient as possible, allowing you to monitor and manage a variety of investment types with ease. Efficiently Manage Your Investments: Our stock portfolio tracker is specifically optimized for Google Sheets, providing you with a powerful platform to track, analyze, and visualize your investments effortlessly. It’s perfect for those seeking a simple stock tracking spreadsheet that offers comprehensive features without the complexity. Key Features: 🔄 Real-Time Stock Tracking: Stay updated with the latest stock prices and portfolio metrics to make informed investment decisions. Our stock tracking spreadsheet is one of the best stock portfolio trackers available on Etsy. 📊 Dashboard Overview: Get a holistic view of your investments with our visually rich portfolio dashboard, a feature that makes us a top stock portfolio tracker Google Sheets provider. 🔗 Diverse Asset Management: Whether it’s stocks, ETFs, or bonds, our investment tracker Google Sheets seamlessly integrates various asset types into one cohesive dashboard. 🧮 Automated Financial Calculations: Automate the tedious parts of investment management, from dividends to brokerage fees, with our sophisticated Google Sheets stock tracker. 📈 Dynamic Charts and Graphs: Visualize your investment growth with interactive charts and graphs that automatically update with every new data entry in your Google Sheets stock portfolio template. 🔒 Secure Data Protection: Rely on Google’s robust encryption to keep your investment data private and secure. What You’ll Receive: ✓ Detailed Tabs: Organize your investments with tabs for Dashboard, Live Tracker, and History, enhanced by a dedicated Help Centre. ✓ Quick Setup Guide: JKickstart your investment tracking with our easy-to-follow guide, ensuring you can start using our stock portfolio tracker Google Sheets download immediately. ✓ Immediate Access: Download the spreadsheet directly after purchase and start optimizing your investments. Please Note: • Optimized for Google Sheets: Not compatible with Microsoft Excel. • Digital Download: No physical product will be shipped. • License for Personal Use: Intended for personal use only; redistribution or resale is prohibited. • Informational Tool: This product is for informational purposes and should not replace professional financial advice. How to Get Started: 1. Instant Download: Gain immediate access post-purchase. 2. Download Guide: Retrieve the PDF file linked to the template. 3. Begin Managing Your Portfolio: Open your new spreadsheet and start organising. 💡 Achieve Your Investment Goals with Ease Utilize our comprehensive investment tracker sheet to streamline your investment process and better manage your financial assets, helping you achieve your investment goals with precision and simplicity.
Monthly Budget Spreadsheet Template for Google Sheets, Budget Planner, Financial Planner, Expense Tracker, Savings Tracker, Budget Tracker This personal finance spreadsheet includes everything you need to manage your finances and gain control of your income, spending, debts, savings and investments. The spreadsheet is designed for Google Sheets. Includes 3 Tabs:• BUDGET SET UP - Set up your income, expense, bill, investment, subscription, debt & savings categories. Set your budget for the month and choose your currency.• MONTHLY OVERVIEW - This automatically populating tab allows you to easily track your spending and income against the budget you set. Visible in tables, charts and graphs and aesthetically pleasing to make budgeting pretty & fun• TRANSACTIONS TAB - Record all of your month's transactions, selecting your personalised categories. All data will be pulled automatically into the Overview tab.• Includes written & video instructions.This spreadsheet is compatible with Google Sheets. You will need a free Google Sheets accounts to use the spreadsheet.Upon purchase, you will receive an email with a link to the Google Sheet. If you have any questions, please do not hesitate to ask.Notes:• This is an instant download, no physical item will be sent.• As this is a digital download we do not accept refunds as the items can not be returned, • The copywriter belongs to The Happy Shell and reselling the spreadsheet is not allowed,• Neither the spreadsheet or The Happy Shell are affiliated with Google Sheets
Dividend stocks make great investments for retirement or almost any other goal. Here are the best dividend ETFs for investors!
This tracker box provides a bonus incentive to aid in maintaining student investment in not only passing but getting 100% on their iReady lessons. Use these fun and aesthetically pleasing 7x7, 8x8, 9x9, or 10x10 to keep students invested in excelling in their iReady lessons! What's included: Six (6) options for each incentive party: donut party popcorn party chip party ice cream party Options include: 7x7 trackers with "100%" marker, and without 8x8 trackers with "100%" marker, and without 9x9 trackers with "100%" marker, and without 10x10 trackers with "100%" marker, and without Habit of Character, "I persevere" is quoted on the bottom: "I Persevere: This means I challenge myself. When something is difficult or demanding, I keep trying and ask for help if I need it." Classroom Ideas: Use with reading & math lessons Add a raffle ticket reward Have students use stickers or write their initials over the box (could use sheet protector) When teaching multiple classes, make it a competition Use individually and many more! If you have any recommendations or questions, please reach out to me at: [email protected] Thank you!
Organising your finances can be done easily by using a budget tracker in your bullet journal! This post explore some amazing options for...
