Investor Spreadsheet Bundle, Trading Journal, Dividend Tracker, Crypto Portfolio, Stock Portfolio Tracker, Excel Google Sheets

Investor Spreadsheet Bundle for Microsoft Excel and Google Sheets, instant digital download. Track every part of your investing life in one bundle: trades, dividends, crypto and your total net worth. You get 4 complete spreadsheet templates ($30.96 value) for about half the price. • Crypto Portfolio Tracker • Dividend Portfolio Tracker • Net Worth Tracker • Trading Journal ✨ EVERY TEMPLATE IN THIS BUNDLE NOW COMES IN 2 VERSIONS: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info). ★ WHAT'S INCLUDED (4 FILES) ★ 1. Trading Journal: log every trade, win rate, profit factor, R-multiples, P/L by setup and an equity curve 2. Dividend Portfolio Tracker: holdings, yield, yield on cost, expected vs. received dividend income by month and charts 3. Crypto Portfolio Tracker: holdings, average cost, unrealized and realized P/L, fees and allocation chart 4. Net Worth Tracker: assets and debts, monthly snapshots, net worth growth chart and goal progress ★ WHY BUY THE BUNDLE ★ ✓ Save about 48% vs. buying each template separately ✓ Every file has a Start Here guide, drop-down menus and automatic formulas ✓ Great for stock traders, dividend investors, crypto holders and FIRE planners ★ COMPATIBILITY ★ • Microsoft Excel (desktop, Mac, web) • Google Sheets (upload to Google Drive and open with Google Sheets) • Not designed for Apple Numbers ★ HOW IT WORKS ★ 1. Purchase and download all 4 .xlsx files instantly 2. Open each one and follow the Start Here tab 3. Enter your trades, holdings and balances in the yellow cells 4. Dashboards and charts update automatically Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol. ★ PLEASE NOTE ★ This is a digital download. No physical item will be shipped. These templates are for personal tracking only and are not financial, investment or tax advice. Because these are digital files, returns aren't accepted, but if you have any trouble with a file, message me and I'll fix it or help you right away.