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Planet Finance

Portfolio Tracker 3G

Portfolio Tracker 3G

$45.00 AUD
$45.00 AUD
Sale Sold out
Theme
Theme: Light

The refreshing, bright aesthetic
  • Secure Payment
  • Support
  • Instant Download

This is the Portfolio Tracker 3G. Our latest tracker is designed to give you full visibility over your investments with minimal manual input. Simply enter your transactions, and let the tracker generate real-time visuals and detailed performance statistics across your investments. 

It includes features to capture cross-platform movements, dividends, crypto and cash interest, cash balances, SPLIT operations, portfolio rebalancing, historical portfolio performance, geographical distribution of funds, and currency conversions.

This is the ultimate tool for your investing journey. Whether you're actively trading or holding long-term positions, this tracker gives you a complete breakdown of your portfolio and it will uncover insights to help you understand your investment performance to make smarter decisions.

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).
  • Live prices for Stocks, ETF's and Cryptocurrencies
  • Cross-platform movements and summaries
  • Number of shares
  • Average purchase price
  • Dividends
  • Crypto Interest
  • Cash Balances
  • Cash Fees
  • Realised/Unrealised P/L
  • Multi-currency
  • SPLIT tool
  • Portfolio rebalancing
  • Historical Portfolio snapshots
  • Breakdown per platform and holding locations


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: 3G

  • 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: