Quick Start
Your download includes 4 files:
A fresh copy of the template in light theme
A fresh copy of the template in dark theme
A demo copy already populated with data
A setup guide
Let's get going!
Pick a colour theme and open a fresh copy in Numbers..
1. Set the account type.
Select your Portfolio's Type in B1 using the pop-up menu (Crypto or Stocks).
2. Set your base currency
If you won't be using the US dollar as your primary currency, you can change the primary currency now, or you can change it later.
3. Enter your first trade
Scroll down to the Trade Log and enter your first trade! The first 7 columns (the lighter ones) are where you input your trade details. The "Account" and "Fees" columns are optional. The columns titled "Realized P&L" only display values when you sell an asset, so you won't see anything here just yet.
That's it! You're Portfolio Tracker is now set-up and ready to go!
The Holdings table, and the Dashboard have now been automatically updated with live stats for your new asset. These will automatically update each time you add a trade in your Trade Log. Some of these charts may appear empty at first—they need more data to populate. But here’s an example of what you’ll see soon enough.
Optional: Your Tracker uses the US Dollar as its default currency. If you would like your P&L to be tracked in a secondary currency (in addition to the USD), select a currency in the pop-up menu in cell C1 (where it says "Alt Currency Picker").
Learn more:
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