Crypto + Stocks Portfolio Tracker Spreadsheet
One dashboard for your whole portfolio — crypto and stocks together, calculated live, in a spreadsheet you own.
Most investors check their crypto in one app and their stocks in another, and never see the full picture in one place. This portfolio tracker template fixes that: a single workbook where every position rolls up into one dashboard — total invested, current value, profit or loss, and overall return — updated by live formulas as you enter your numbers.
What's inside — 7 tabs
- Start Here — setup guide so you're tracking in minutes
- Dashboard — your full portfolio at a glance, auto-filled from the Portfolio tab
- Portfolio — every crypto and stock position, with cost basis and value
- Watchlist — assets you're tracking before you buy
- DCA Calculator — model dollar-cost-averaging schedules before you commit
- Trading Journal — log trades and review your decisions honestly
- Monthly Review — a month-end snapshot habit that keeps you consistent
Built to be used, not admired
Live formulas run throughout the workbook, and it comes pre-filled with sample data so you can see exactly how everything calculates before you enter a single position of your own. It works in both Google Sheets and Microsoft Excel — one file, no subscriptions, no accounts to connect.
This spreadsheet is an educational and organizational tool. It is not financial advice, and it does not connect to any exchange or brokerage account. Always do your own research before making investment decisions.