Portfolio Tracking Sheet

Track your portfolio with custom-built charts to give a better picture of your finances. 

This sheet contains several sections as below:

1/ Raw Data

This is where you input your holdings across different accounts to see a consolidated view of your portfolio. These prices are automatically updated (with a delay of 20 minutes). This is the source of all the charts that get generated in the next sheets.

2/ Reference Sheet

This sheet tracks the prices of different companies with some more metrics that people find useful in decision making

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There are a total of 15 sheets in this document (ranging from crypto, 401K, and international companies) that you could download and use for your personal purposes. 

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My mission is to "help people invest better" and to stay true to my mission, I wanted this to be accessible to everyone on FinTwit. I have set it in a way that you can download it for free by putting the price as $0.

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If you think this sheet helps you save time, energy, and effort in managing your finances, I'd really appreciate setting a price that you think is fair at checkout. Thank you!