Stock & Crypto Investment Portfolio Tracker Excel Dashboard (Holdings, Returns & Allocation)

Tracking stocks and crypto across multiple platforms can get messy fast—especially when you want a clear view of total invested amount, current value, and overall returns in one place. This Stock & Crypto Investment Portfolio Tracker helps investors monitor holdings, transactions, and performance across asset classes in a single centralized system—so you can make smarter decisions, improve diversification, and track wealth growth consistently.

This is a ready-to-use, professionally designed, and fully customizable Excel dashboard created to simplify investing and improve portfolio visibility. It enables you to record buy/sell transactions, track average buy price, monitor current value, and calculate profit/loss and return % without using complicated apps. Everything is structured to provide a clean snapshot of your portfolio—by stock, by coin, and by asset allocation—at a glance.

With automated summaries and clear reporting views, you can track portfolio growth over time, analyze winners and losers, understand allocation risk, and plan rebalancing decisions more confidently. Whether you invest in Indian stocks, US stocks, crypto coins, or a mix of everything, this dashboard supports disciplined tracking, better decision-making, and stronger portfolio control.

What’s Included:

• Pre-built Excel dashboard for stock and crypto portfolio tracking
• Holdings tracker (stocks + crypto) with quantity, avg cost, current value fields
• Transaction log (buy/sell date, price, quantity, fees, platform/exchange)
• Auto-calculated profit/loss and return % (realized and unrealized structure)
• Portfolio allocation summary (stock vs crypto, category-wise split)
• Performance summary view (top gainers/losers, return trends)
• Capital invested vs portfolio value tracking snapshot
• Optional fee/tax fields (customizable as per your tracking needs)
• Month-wise / period-wise portfolio performance reporting views
• Fully customizable fields for any broker/exchange and asset type

Key Benefits:

• Centralizes stock and crypto holdings in one place
• Tracks returns, profit/loss, and portfolio value automatically
• Improves diversification visibility with allocation summaries
• Helps analyze top performers and underperformers quickly
• Supports smarter rebalancing and investment decisions
• Reduces manual errors with structured tracking and automation
• Saves time by avoiding multiple apps and scattered notes
• Ideal for beginners and active investors managing mixed portfolios

Get your Stock & Crypto Investment Portfolio Tracker today and streamline your investment tracking while maximizing clarity, control, and portfolio performance.