Stocks and Crypto Trading Journal in Google Sheets & Excel, Spreadsheet Template for Crypto and Stocks, Personal Finance Planner, Investment Tracker Stock Portfolio
Level up your trading game with our Stocks and Crypto Trading Journal in Google Sheets & Excel. This spreadsheet template is designed for traders who want a simple and effective way to track their stock and crypto transactions. No more hassle—just clear insights into your investments. Whether you’re navigating the stock market or delving into the crypto world, our trading journal has you covered. It’s not just a spreadsheet; it’s your partner in making informed financial decisions. Elevate your trading experience now!
This trading journal features currency options like USD, EUR, GBP, AUD, CAD, CHF, JPY, INR
WHAT’S INCLUDED ?
- Step by step instructions
- 4 Templates of Spreadsheets
- 1 Sample Excel Spreadsheet with Mock Data
- 1 Excel Spreadsheet with Empty Data
- 1 Sample Google Sheets Spreadsheet with Mock Data
- 1 Google Sheets Spreadsheet with Empty Data
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
FEATURES
- Key Analytics to Track Trading Performance
- Trade Log to Record All Transactions
- Portfolio Overview with Key Stats
- Stocks Position Size Calculator
- Platform Account Overview
- Easy and Intuitive Model Set Up
- Charts and Graphs for Visual Overview
- Multi-Currency Support Integrated
TRADING LOG
- All in One Transaction Tracker
- Record as Many Transactions as You Wish
- Choose the Sticker Name & Type of an Asset
- Categorize Between Stocks and Crypto
GLOBAL PORTFOLIO
- Key Performance Trading Analytics
- Total Gains vs Total Losses
- DCA Amounts of Stocks & Crypto
- Cost Value vs Market Value of Investment
ACCOUNTS DASHBOARD
- Account Balance, Total Deposits & Withdrawals
- DCA Amount of Stocks & Crypto
- Platform Account Dashboard
- Cost Value vs Market Value of Investment
- Key Portfolio Metrics & Stats
- Portfolio Value vs Investment Cost
- Realized PNL & Transactions Over Time
- Portfolio Breakdown & Value by Platform & Ticker
SET UP & POSITION SIZE CALCULATOR
- Multi-Currency Support Integrated
- Add Your Investing Platforms
- Add Stocks & Crypto Investment Types
- Position Size Calculator to Control Your Risk
!! IMPORTANT !!
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if editing through Google Sheets)
- Microsoft Excel (if editing through Excel)
- Basic computer knowledge
HOW IT WORKS:
- Purchase (instant download)
- Upload the PDF file (access to Google Sheet)
- Download the Excel template
- Open the spreadsheet (start planning!)
SOME POINTS TO CONSIDER:
This is a digital download. No physical items will be shipped after the purchase. Due to the digital nature of the product, all sales are final, and refunds are not issued.
DISCLAIMER REGARDING COLORS:
The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.
