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.
Our Google Sheets™ add-on transforms 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.
Automatically creates open/closed trades from transactions using FIFO or LIFO. Track realized profits and open positions effortlessly.
Set custom rates for short/long-term gains across stocks, crypto, and options. Accurate computations for better financial planning.
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!
Automatically adjusts your equity shares and options contracts holdings and cost basis for stock splits, ensuring accurate tracking of your investments.
Group trades (e.g., trading vs. HODL) for segmented analysis in separate sheets.
Get real-time market prices for stocks, crypto*, and options** directly in your spreadsheet.
Create daily or custom snapshots using Google Sheets™ triggers for historical tracking.
Cell formulas for currency conversions, date-specific rates, and more to enhance your sheets.
*Requires a CoinMarketCap API key.
**Requires a Polygon.ai "Options Starter" subscription.
Download our template spreadsheet and visit the marketplace to install the add-on today.
