All-in-One Stock & Crypto Portfolio Tracker in Google Sheets

Stocks, crypto, cash and dividend income across your brokers and exchanges, in one Google Sheets dashboard with live prices.

£10.00

About this template

Take full control of your investments with the All-in-One Stock & Crypto Portfolio Tracker, a powerful Google Sheets template designed to help you manage your complete portfolio in one place.

Instead of using separate spreadsheets for stocks, crypto, cash balances, dividends, and broker accounts, this tracker brings everything together into one clean, structured, and interactive model.

Whether you invest in stocks, crypto, or both, this template helps you track your holdings, monitor performance, calculate returns, and understand your portfolio allocation using a clear dashboard.

The model is built around a simple but powerful transaction ledger. Once you enter your trades, deposits, dividends, or interest income, the portfolio summary and dashboard update automatically.

What You Can Track

With this template, you can monitor:

Key Features

All-in-one investment tracker
Track your stocks, crypto, cash, dividends, and accounts inside one spreadsheet.

Live stock and crypto price tracking
Use automated price updates to monitor your portfolio value more easily.

Transaction-based portfolio logic
Enter your trades once, and the model calculates your units, cost, value, return, and cash balance.

Broker and account tracking
Monitor cash deposits and investment activity across different brokers, exchanges, or accounts.

Portfolio dashboard
Visualise your total value, cost, return, allocation, and top performers in one clean dashboard.

Dividend and interest tracking
Record dividends and cash interest to get a more complete picture of your investment performance.

Flexible setup
Use the tracker for stocks only, crypto only, or a combined stock and crypto portfolio.

Built in Google Sheets
No complex software required. Open the file, add your tickers and transactions, and start tracking.

Who This Template Is For

This spreadsheet is ideal for:

Why Use This Tracker?

Most investment platforms only show part of the picture. You may have stocks in one broker, crypto in another exchange, cash in a different account, and dividends tracked somewhere else.

This template helps you consolidate everything into one model, so you can understand your full investment position at a glance.

You can see what you own, how much it cost, what it is worth today, how your assets are allocated, and which investments are performing best.

What’s Included

Important Note

This template is designed for personal portfolio tracking and educational purposes. It does not provide financial advice, investment recommendations, or guaranteed price accuracy. Live prices may depend on the availability and limitations of Google Finance and third-party crypto price sources.