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I will create a custom investment portfolio tracker in excel
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About this Gig
Tracking your investments across multiple platforms shouldn't mean juggling five different apps.
I'll build you a custom Excel tracker that shows your entire portfolio stocks, crypto, funds, or any asset in one clean dashboard.
What you get:
- Custom spreadsheet tailored to your accounts
- Clear view of your starting point and current status
- Automatic calculations (gains/losses, allocation %)
- Simple format easy to update, no complicated macros
Perfect for: anyone who wants a clear overview of their investments without paying for expensive portfolio software.
Message me with the assets you want tracked, and I'll get started.
Time horizon:
Monthly Budgeting
Tracking method:
Spreadsheet-Based Tracking
Language:
Spanish
Target country:
Spain
FAQ
Do I need any special software to use this?
Just Excel or Google Sheets. No plugins or add-ons required.
Can you track crypto, stocks, and funds in the same tracker?
Yes — the template can combine any type of asset in one dashboard.
I don't know how to set it up myself, can you help?
Yes, that's exactly what the Standard and Premium packages include — I set it up with your data.
Will the tracker update automatically with live prices?
Not automatically — you or I update values as needed (this keeps it simple and avoids broken formulas from external data feeds).
Can I request changes after delivery?
Yes, each package includes a number of revisions (see package details).
Is my financial data kept private?
Yes, I don't share or store your data anywhere beyond delivering your file.
