The Ultimate Google Sheet for Tracking Your Entire Portfolio
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ProjXplorer
Tired of logging into 4 different apps just to see where your money’s at?
This free Google Sheet brings it all together:
✅ U.S. stocks
✅ ETFs
✅ Crypto
✅ Currencies
✅ Commodities
✅ Even manual assets from different banks or platforms
All in one place. In real time. Fully customizable.
I built this sheet to stop feeling financially scattered — and now you can use it too.
🔍 What You Can Do With It:
- Track your entire portfolio across different platforms
- See your total net worth, live, in one simple dashboard
- Group assets by type, region, risk level, or whatever you want
- Visualize changes with classic Excel/Sheets functions (charts, filters, etc.)
- Add custom formulas or rows — it’s all yours
💡 Who It’s For:
- DIY investors who want clarity
- Google Sheets lovers who hate finance apps
- Creators, freelancers, and solopreneurs with multiple income streams
- Anyone managing assets across currencies or institutions
📋 How to Use It:
- Click the “Get this” button
- Open the Google Sheet link
- Go to File > Make a copy
- Save it to your own Google Drive
- Start adding your assets — and breathe
No sign-ups. No formulas to fix. No fancy software.
Just a clean sheet that works.
👉 Download it now and see your portfolio clearly.
(Bonus: Check out ProjXplorer — the AI tool directory where I curate real, useful resources for creators and doers.)
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