Crypto + Stocks Portfolio Tracker Spreadsheet
One dashboard for your whole portfolio — crypto and stocks together, calculated live, in a spreadsheet you own.
Most investors check their crypto in one app and their stocks in another, and never see the full picture in one place. This portfolio tracker template fixes that: a single workbook where every position rolls up into one dashboard — total invested, current value, profit or loss, and overall return — updated by live formulas as you enter your numbers.
What's inside — 7 tabs
- Start Here — setup guide so you're tracking in minutes
- Dashboard — your full portfolio at a glance, auto-filled from the Portfolio tab
- Portfolio — every crypto and stock position, with cost basis and value
- Watchlist — assets you're tracking before you buy
- DCA Calculator — model dollar-cost-averaging schedules before you commit
- Trading Journal — log trades and review your decisions honestly
- Monthly Review — a month-end snapshot habit that keeps you consistent
Built to be used, not admired
Live formulas run throughout the workbook, and it comes pre-filled with sample data so you can see exactly how everything calculates before you enter a single position of your own. It works in both Google Sheets and Microsoft Excel — one file, no subscriptions, no accounts to connect.
See The Portfolio Tracker In Action
Watch how easy it is to log your crypto and stock assets, calculate your true cost basis, and model DCA returns.
Preview Tab 5: Dollar-Cost-Averaging Model
Simulate how recurring monthly contributions compound over time. This calculation engine is built into Tab 5 of the spreadsheet.
Secure checkout · Delivered as a digital download
*Payhip checkouts settle in CAD; USD & EUR shown as live reference estimates.
Get the Creator Bundle: Tracker + 100 Canva Templates
Upgrade your setup: get both this Portfolio Tracker ($33 CAD) and the 100+ Canva Finance Templates ($39 CAD) together for $53 CAD (save $19 CAD).
Not ready to buy? Try the Free DCA Calculator
Test our live formulas with the standalone Dollar-Cost-Averaging model for Google Sheets and Excel — 100% free.
Download Free DCA CalculatorThis spreadsheet is an educational and organizational tool. It is not financial advice, and it does not connect to any exchange or brokerage account. Always do your own research before making investment decisions.
What You Get With the Portfolio Tracker
One workbook that keeps your crypto and stocks in a single dashboard — the file is yours to keep, with no accounts to connect.
Start Here setup guide, Dashboard, Portfolio, Watchlist, DCA Calculator, Trading Journal, and Monthly Review — every tab runs on live formulas.
Built for Google Sheets and Microsoft Excel, and pre-filled with sample data so you can see exactly how each calculation works before you enter a single position of your own.
One-time payment with instant download. No subscription and no recurring fees — download it once and use it for as long as you like.