Ultimate Investment Tracker for Google Sheets & Excel

One Dashboard. Every Asset. Consolidate your entire wealth into a single, automated command center. Track Stocks, ETFs, Crypto, Global Indices, Bank Accounts, and Real Estate investments in real time. This isn’t just a spreadsheet; it’s a high-fidelity ecosystem designed to monitor your total exposure and visualize your long-term capital appreciation. Asset Coverage Equities & ETFs: Live performance tracking with automated Cost Basis and Total Return analytics. Crypto Ecosystem: Full transparency for L1s, Altcoins, and Stables with dynamic ROI% metrics. Global Indices: Monitor market benchmarks to compare your portfolio’s performance. Real Estate Portfolio: Track property appreciation and equity growth in your global holdings. Banking & Liquidity: Multi-currency oversight of cash reserves and bank balances. Retirement Modeling: Project future portfolio value with advanced Cash Flow forecasting. Key Features Unified Portfolio Hub: Instant visibility into global asset allocation and total net worth. Automated P&L Engine: Real-time calculation of Unrealized Gains and Portfolio Weighting. Capital Growth Tracking: Focused on long-term wealth accumulation, not just daily expenses. FIRE Readiness: Precision tools to track your progress toward your "Exit Number." Dual-Platform: Fully optimized for Excel Power Query and Google Sheets Apps Script. Built For: Serious Investors: Managing a diverse mix of liquid and illiquid global assets. Wealth Builders: Focused on asset appreciation and strategic portfolio balancing. Efficiency Seekers: Users who demand professional-grade automation and clean data. The Professional Advantage Your portfolio is more than just a list of tickers—it is your financial legacy. Move beyond fragmented tracking and empower yourself with a tool that provides the clarity, automation, and professional-grade insights you need to grow your capital with confidence.