The Ultimate Investment Tracker for Google Sheets
Take control of your portfolio with our powerful, automated, and easy-to-use investment tracker. Join thousands of investors building wealth with confidence.
What You Get
Automate Your Portfolio
Import Interactive Brokers data and automatically sync your trades, holdings, and balances.
Real-Time Market Data
Make informed decisions with live and historical market data for stocks, ETFs, and cryptocurrencies.
In-Depth Portfolio Analysis
Analyze your asset allocation, track performance, and gain insights to optimize your strategy.
You're in Control
Your data stays securely in your Google Sheet. We never see or store your sensitive information.
Powerful Features in Action
Your Entire Portfolio at a Glance
See a real-time overview of all your investments in one place. Track your net worth and portfolio performance over time.
See the Investment Tracker in Action
Common Questions
Why pay for this when I can use free spreadsheets?
Free spreadsheets require hours of manual setup and constant maintenance. Our system provides automated Interactive Brokers imports, real-time price feeds, and sophisticated portfolio analysis that would take months to build yourself. The time saved pays for itself in the first week.
Is my financial data safe and private?
Absolutely. Your data stays in your Google Sheet—we never see or store your financial information. The system only provides the template and automation tools. You maintain complete control and ownership of your sensitive data, with Google's bank-level security protecting everything.
What if I don't use Interactive Brokers?
The tracker works with any broker! While we provide automated IBKR import tools, you can manually enter holdings from any brokerage or import CSV files from most major platforms. The real-time price feeds and analysis work regardless of where you hold your investments.
Is this too complex for beginner investors?
Not at all! The system is designed for all experience levels. Beginners get a clear overview of their portfolio basics, while advanced investors can dive deep into sophisticated analysis. Everything starts simple and grows with your knowledge.
What if I want to cancel?
You can cancel anytime with one click—no questions asked. Your Google Sheet and all your data remain yours forever. We also offer a 30-day money-back guarantee if you're not completely satisfied.
How much time does this actually save me?
Most users save 5-10 hours per month on portfolio tracking and analysis. Instead of manually updating prices, calculating allocations, and creating reports, everything happens automatically. You focus on investment decisions, not spreadsheet maintenance.
Get Your Investment Tracker Today
The Expense Sorted System
Complete financial tracking with AI-powered categorization
Pay once, use foreverwas $12.50
Save $2.50 with this offer!
Take Control of Your Financial Future
Make data-driven investment decisions
Know how your portfolio performs at all times
Save hours with automated tracking and reporting
Build wealth with confidence