Portfolio Tracker interface showing investment tracking features in Google Sheets

Portfolio Tracker in Google Sheets™ Beta

Track your stock, crypto, and options investments in Google Sheets™.
Follow your trades, manage your taxes, and visualize your performance effortlessly in a single spreadsheet.

We're in Beta! Contact us if you'd like to try it out first.

Portfolio Tracker Add-on for Google Sheets

Our Google Sheets™ add-on and provided template sheet transform your transaction ledger into smart trades. It handles FIFO/LIFO matching, computes realized/unrealized P&L, tax calculation, live prices for stock, crypto and options contracts, and generates a dashboard for clear insights.

Seamlessly integrate with Google Sheets™ App Script triggers for daily automated snapshots of your assets portfolio.

Overview of Portfolio Tracker add-on dashboard with charts and data visualization

Key Features for Portfolio Tracking in Google Sheets

Smart Trade Matching

Automatically creates open/closed trades from transactions using FIFO or LIFO. Track realized profits and open positions effortlessly.

Tax Calculation

Set custom rates for short/long-term gains across stocks, crypto, and options. Accurate computations for better financial planning.

Multi-Currency Support

Set a base currency for your portfolio and trade assets in any currencies. Your ROI, P&L and Tax calculations will account for exchange rate fluctuations.
Real-world ROI reflecting currency impacts!

Stock splits

Automatically adjusts your equity shares and options contracts holdings and cost basis for stock splits, ensuring accurate tracking of your investments.

Transaction Categories

Group trades (e.g., trading vs. HODL) for segmented analysis in separate sheets.

Live prices

Get real-time market prices for stocks, crypto^*, and options^** directly in your spreadsheet.

Asset Snapshots

Create daily snapshots of your portfolio values using Google Sheets™ Triggers for historical tracking.

Utility Functions

Cell formulas for currency conversions, date-specific rates, and more to enhance your sheets.

^*Requires a CoinMarketCap API key.

^**Requires a Massive.com "Options Starter" subscription.

Portfolio Tracker Screenshots

Portfolio Tracker dashboard displaying performance charts and investment metrics in Google Sheets

Portfolio Tracker summary view showing open positions and trade details in Google Sheets

Portfolio Tracker transactions sheet with buy and sell entries for stocks, options and crypto in Google Sheets

Join Our Beta for Portfolio Tracking

We're in beta release. Contact us to get early access and try it out.