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On this page
  • Topline Stats
  • Portfolio Type
  • P&L Chart
  • Allocation Chart

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  2. Portfolio Tracker Lite

Dashboard

Last updated 28 days ago

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The Dashboard lives at the top of each sheet.

Topline Stats

At the very top, you can see your portfolio's current stats, such as:

  • your portfolio's overall P&L in USD terms

  • your portfolio's overall P&L in % terms

  • its current value

  • it's cost (the capital you have put in minus the capital you have taken out)

  • your realized P&L

  • the current unrealized P&L on the assets currently held in the account.

The Top Line Stats is also where you set your portfolio's type (B1) and the optional secondary currency (C1). Both cells are pop-up menus giving you options to select from.

Portfolio Type

You define the portfolio type by choosing from the pop-up menu in cell B1 in the Top Line Stats of your portfolio.

P&L Chart

The P&L Chart allows you to monitor the current unrealized % profits and losses on your assets visually.

This is useful to see at a glimpse when it’s time to take profit or cut your losses and to quickly see where you stand with each of your current holdings.

Allocation Chart

The Allocation Widget allows you to visually monitor your portfolio's allocation as it changes with market fluctuations.

Assets representing less than 3% of your portfolio will be filed under "Other".

Tip: The Realized P&L is likely to be the amount you should keep an eye on for taxes! If you have the realized P&L can also be viewed in that currency to the right of the USD values.

Each portfolio can either be a crypto portfolio or a stocks portfolio. If you enter crypto trades into a stocks account (or vice-versa), the automatically generated table won't be able to properly recognize the asset codes you enter into the .

Holdings
Trade Log
set a secondary currency,
Dashboard
Portfolio's Top Line Stats
Choosing the portfolio type
The P&L Widget
Allocation Widget
Portfolio Tracker – Premium Templates for Apple Numbers.
Portfolio Tracker – Premium Templates for Apple Numbers.
Portfolio Tracker – Premium Templates for Apple Numbers.