Portfolio Tracker — Multi-Asset Google Sheets Template

Most portfolio spreadsheets ask you to manually update your totals every time you buy or sell — this one doesn't. Enter each transaction once in the Transactions tab, and everything else — average cost basis, current allocation weight, realized and unrealized P&L — recalculates on its own. What's inside: Transactions tab — your only manual input. Date, asset type, ticker, buy/sell, quantity, price, fees — with dropdowns so you can't enter something invalid Holdings tab — auto-calculated for every position you currently hold: quantity, weighted average cost, current market value, unrealized P&L ($ and %), and portfolio weight Realized P&L tab — every closed position's actual gain or loss, matched automatically against its original cost basis Summary Dashboard — total portfolio value, total invested, combined realized + unrealized P&L, best and worst performing holdings, and chart-ready breakdowns by asset type and by individual holding GOOGLEFINANCE-compatible — supported tickers pull current price automatically; anything it doesn't recognize (most crypto, some international tickers) just needs a manual price entry Full Read Me tab included Works in Google Sheets. Compatible with Excel with minor adjustments to live-price formulas (GOOGLEFINANCE is Sheets-only).