Investment portfolio tracker
Manage your portfolio of stocks, ETFs and crypto with ease. Add a list of your investments, and the built-in integration will add financial data directly in the spreadsheet for you. Set up daily automated updates for easy tracking.
About Investment portfolio tracker
Having a invesment portfolio tracker is crucial to understand how your investments are doing, and be able to make timely decisions.
This template allows you to automatically manage your portoflio of stocks, index funds and cryptocurrencies in one place.
- Add the equities (stocks or index funds) and currencies invested
- The equity/currencies prices are updated automatically every 12 hours
- A daily log of each investment, price and profit is created.
- See summary reports of Profit & Loss and asset allocation.
- Expand the template and customize the tracker to your needs.
How it works
How it works
Get started
Click on 'Use template' and start using it right away. No forms, no signup. Your data first.
Connect AlphaVantage
Once landed on the spreadsheet, follow the instructions to connect the required integration.
Customize the template and schedule refresh
Once the integration has been connected, all tables will update automatically with your own data. Click on 'Edit Source' to change the retrieved data and automate the data refresh. You can then insert a chart or a pivot table, add a column or personalize formats, using all the regular functions and shortcuts that make spreadsheets great.
Embed tables and charts
Click on the option menu to embed tables and chart on your Notion, Confluence or any other iframe-ready documents.
Questions and answers
Can I use Rows for free?
More than an Investment portfolio tracker
Rows is the easiest way to import, transform and share data in a spreadsheet.
Signup for freeImport data from anywhere
Unleash your data: import from files, marketing tools, databases, APIs, and other 3rd-party connectors.
Know moreAnalyze with the power of AI
Unlock the power of AI on your data: ask the AI Analyst ✨ any question about your dataset and surface key insights, trends, and patterns.
Know moreCollaborate and Share
Seamlessly collaborate and share stunning reports with dynamic charts, embed options, and easy export features.
Know more