Investment Portfolio Tracker: Stocks, Bonds, Crypto — Excel 2026
Content: portfolio-tracker.zip (168.48 KB)
Uploaded: 28.09.2026
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AN INVESTMENT PORTFOLIO UNDER CONTROL — STOCKS, BONDS AND CRYPTO IN ONE BOOK
An Excel tracker with live formulas: 13 computed columns per position, annualized return by holding period, allocation via SUMIF, and concentration risk limits with automatic OK status. No macros, works in Excel and Google Sheets.
An Excel tracker with live formulas: 13 computed columns per position, annualized return by holding period, allocation via SUMIF, and concentration risk limits with automatic OK status. No macros, works in Excel and Google Sheets.
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