Build Your Own Portfolio Tracker | Crypto, Stocks, & ETFs All In One Place!
Track your Investments Automatically with Google Sheets! Access this tracker through the following link: https://planetfinance.info/products/p...
Make sure to check out the new improved 3rd Gen Portfolio Tracker here: • The Ultimate Portfolio Tracker | Crypto, S...
This is a demonstration and tutorial video of the Planet Finance Portfolio Tracker 2G. With this tracker you will be able to enter transactions to produce versatile visuals and investment performance statistics. It has the capability to capture cross-platform movements, dividends, crypto interest, cash balances, and more. This is the best way to analyse your breakdown per platform and holding locations. Additionally you’ll be able to see dividend income, crypto interest, unrealised and realised gains. Finally, everything is converted to a currency of your choice to get precise figures that create consistency when investing in multiple currencies.
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As always, please let us know if you have any questions or feedback. This is always appreciated and we will try our best to answer as soon as possible.
Thanks so much for watching!
Cheers,
PF
🔹Formula Sheet: https://docs.google.com/document/d/1i...
Resources & Credits:
Bulb: https://freesvg.org/light-bulb-drawing
Taxes: https://imgflip.com/i/65t0c5
HODL: https://imgflip.com/i/5y3ngo
🚩Chapters:
00:00 Demo
03:30 Example
06:15 Transactions
14:58 Portfolio
33:09 Dashboard
52:34 Dashboard Charts
#PortfolioTracker #Investments #GoogleSheets
