ROI GRID
Investment Tracker
Investment Tracker
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Watching your investments bounce around while you’re stuck guessing your real profit from messy notes and multiple platforms?
This Google Sheets portfolio tracker eliminates the guesswork by automatically updating live prices across stocks, ETFs, and 5,000+ cryptocurrencies, giving you an accurate, always-updated view of your profit, diversification, and portfolio growth.
One-time purchase = lifetime access. No subscriptions. No hidden fees. Ever.
Configure it once and let it work for you indefinitely. Your data stays completely private—we never see or access it.
Download the Sheets App to manage your portfolio on mobile anytime, anywhere.
You also get clear, step-by-step setup instructions that guide you through every step. And if you need help, our support team responds within 24 hours.
Take control of your wealth today.
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Everything you need in one Spreadsheet
Stay on top of the markets with the Watchlist, then jump into Portfolio Overview for a clear breakdown of how every investment is performing. In the Dashboard, clean charts turn your results into an instant visual snapshot.
One tracker. Full market coverage.
Automatically pull prices for thousands of stocks, ETFs, and mutual funds via Google Finance. Then enable crypto pricing with a free data feed for the top 5,000 cryptocurrencies. Setup is explained in the Instructions tab.
Designed to Fit your Needs
Manage your Portfolio and Monitor your Profits and Dividends on the go with the Sheets app. Instructions on how to set it up are in the Setup Guide PDF which you will instantly receive upon purchasing the tracker.
Easy Access in 3 Steps
Instantly receive the Setup Guide PDF upon purchasing the product. Click on the link inside the PDF to access your tracker and simply follow the instructions to set up the spreadsheet.
FAQ
Is this Google Sheets or Excel?
This is a Google Sheets based template. You do not need to have Excel installed.
Does it work on mobile?
Yes, via free Google Sheet app.
How long does setup take?
Set up takes 10 minutes. Simply follow the instructions in the Instructions tab.
Can you see my data?
No. Once you make a copy of the template, only you have access to the file.
What do I receive after purchase?
You will receive a pdf with set up instructions and a link to the Google Sheet template. Simply click on the link and make a copy of the spreadsheet to start editing the file.
Which assets are supported?
Stocks / ETFs / Mutual Funds / Cryptocurrencies
Does it connect to my broker?
Not directly. But you can import transactions from your brokerage account in a csv format by following 5 simple steps in the Instructions tab of the sheet.