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Planet Finance

Portfolio Tracker 2G

Portfolio Tracker 2G

Regular price $20.00 AUD
Regular price Sale price $20.00 AUD
Sale Sold out
Theme
Theme: Light

The refreshing, bright aesthetic

  • Secure Payment
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  • Instant Download

This is the Portfolio Tracker 2G. Enter your investments to produce versatile visuals and investment performance statistics. This tracker captures cross-platform movements, dividends, crypto interest, cash balances and more. It's the best way to analyse your breakdown of performance by platform and holding locations. Additionally, you'll be able to see dividend income, crypto interest, unrealised and realised gains. Everything is converted to a currency of your choice to get precise figures that create consistency when investing in multiple currencies.

This is a digital product. No physical item will be shipped.

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Features

  • Built to be used with Google's products (Google Sheets).
  • Cross-platform movements
  • Number of shares
  • Average price
  • Dividends
  • Crypto Interest
  • Cash Balances
  • Realised/Unrealised P/L
  • Multi-currency
  • Mobile Tab


Copyright notice:

This design and digital product are copyrighted by Planet Finance. Your purchase grants you a license for personal use only. Any commercial or public use, including resale, sharing, reproduction, or distribution of this product, in whole or in part, with or without modifications, is strictly prohibited.

  • Version: 2G

  • Themes available: Light, Dark, Matrix & Cyber Punk

  • Compatibility: Works on all devices with Google Sheets access

  • Requirements: Need a Google account (it's free to create one)

  • Availability: Immediate download after purchase

Download Instructions

1. Order Confirmation
After completing your purchase, you’ll receive an order confirmation email with details of your order, including the product(s) and the total amount paid.

2. Access Your Download Link

- Immediately after checkout, your digital product will be available to download on the Thank You page.

- You’ll also receive a separate email with the download link for lifetime access. Be sure to check your Spam or Junk folder if you don’t see it in your inbox.

3. Download Your Product
Click the download link to start the download process. The download time may vary based on the file size and your internet connection.

4. Save the File
The file will be saved to your device’s default download folder. You can move it to a specific location for easier access in the future.

5. Verify and Enjoy
Once downloaded, verify the file is accessible on your device. Once you access the file, you'll see a link that takes you to a protected Google Sheet and all you need to do is click 'File' > 'Make a copy' into your personal account to start using!

Check out our demonstration video here: