▲ ▼ Track the p/l of multiple investment accounts
I have a stock/options brokerage account and a crypto account and I can’t find a single platform that allows me to track my overall p/l with ease. All the tools available online have one or more of the following:
- requires me to tediously enter information of my every single stock trade using a poorly-designed web interface
- has a limitation on the number of trades that I can enter
- doesn't show the performance metrics that I want (e.g. time-weighted return, money-weighted return, on a monthly/annualized basis, CAGR, IRR, Sharpe Ratio, Omega Ratio etc..)
- limited benchmarking options
- charges a monthly subscription
- does not support data logging of my options trading
- does not support crypto
- cannot unify the p/l of multiple accounts / assets / currencies into a single report
- low customizability of the portfolio reports
I've solved this problem by making my own tracker. It’s a Google Sheets template that generates professional-looking reports that are highly customizable. This template has been very useful to me and I hope people might find this useful too. Free tier is available for everyone to try out. Go to my Gumroad page and download it: https://jmavenfinance.gumroad.com/
• Track all your investments in one place
• Compatible with stocks, crypto, ETF, REITs, options*
• Generate highly customizable portfolio reports in PDF or other formats
• One-time price. No monthly subscription.
• Supports short stock positions and short options*
• Supports multiple currencies
• Customizable base currency for your reports
*Pro tier only