Portfolio Tracker for Crypto and Stocks in Microsoft Excel

Get the template: https://youexec.com/spreadsheet-templ...

Table of Contents:
00:00 - Intro
02:07 - How to record and track investments
03:35 - How to record and monitor your sales
04:59 - How to manage your portfolio
07:40 - Keep an eye on opportunities
09:25 - How to integrate real-time stock data
11:03 - Track your portfolio’s performance
13:53 - Outro

Remember "The Wolf of Wall Street"? Jordan Belfort's life was an exhilarating roller coaster of money, parties, and, yes, stocks. But behind the scenes, investing isn't always about the short-term highs and lows of day trading. For many, it's a strategic game of patience, where the goal is to see consistent, long-term growth in their investments.

One constant challenge both novices and seasoned investors face is efficient portfolio management. The question isn't just about which assets to invest in, but also about keeping track of them, understanding their historical context, and making informed decisions for the future. Here is where our Portfolio Tracker spreadsheet template comes into play, available in both Microsoft Excel and Google Sheets. In this video, we will guide you through how to efficiently manage your portfolio with a template that updates the stock data in real-time. By the end of it, you'll know how to:

Record every transaction with an 'Investment' and 'Sales' ledger tab;
Track the performance of your portfolio;
Keep an eye on potential investment opportunities and monitor the market with a watchlist; and
Analyze historical data and performance in a complete dashboard.

Watch until the end to learn more!

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