Watchlist

Dive into the 'Watchlist' model of the 'Portfolio Tracker' spreadsheet. This model is designed to keep a close eye on the performance of selected stocks, bitcoin, and other crypto investments. It provides a dashboard view of the historical performance, enabling a comprehensive understanding of the investment's security. The watchlist also includes a sales ledger, making it a valuable tool for systematic portfolio management. It's more than just a list; it's a real-time tracker for the savvy investor.

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Portfolio Tracker

Excel

15 Sheets

Portfolio Tracker

Google Sheets

15 Sheets

Historical performance Sheet preview
Watchlist Sheet preview
Watchlist 2 Sheet preview
Investment Sheet preview
Performance Sheet preview
Sales overview Sheet preview
Top 5 sales Sheet preview
Invested by sector Sheet preview
Dashboard Sheet preview
Dashboard 2 Sheet preview
Dashboard overview Sheet preview
Investment by security Sheet preview
Dashboard overview 2 Sheet preview
Investments overview Sheet preview
Sales overview Sheet preview
Portfolio Tracker Spreadsheet preview

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Preview

Watchlist Sheet preview

Full preview (15 Sheets)

Historical performance Sheet preview
Watchlist Sheet preview
Watchlist 2 Sheet preview
Investment Sheet preview
Performance Sheet preview
Sales overview Sheet preview
Top 5 sales Sheet preview
Invested by sector Sheet preview
Dashboard Sheet preview
Dashboard 2 Sheet preview
Dashboard overview Sheet preview
Investment by security Sheet preview
Dashboard overview 2 Sheet preview
Investments overview Sheet preview
Sales overview Sheet preview

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