# 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 <mark style="color:green;">**Portfolio's Type**</mark> in <mark style="color:green;">**B1**</mark> using the pop-up menu **(Crypto or Stocks)**.&#x20;

<figure><img src="/files/BqO1tLuZpzSIphXS3QDV" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption></figcaption></figure>

### 2. Set your base currency

If you won't be using the US dollar as your primary currency, you can [**change the primary currency**](/1/smol_tracker/changing-the-primary-currency.md) now, or you can change it later.&#x20;

### 3. Enter your first trade

Scroll down to the [**Trade Log**](/1/tracker/accounts.md#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. &#x20;

<figure><img src="/files/EsVzfWUtMemODQ27hx6e" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption></figcaption></figure>

**That's it!  You're Portfolio Tracker is now set-up and ready to go!**&#x20;

The [**Holdings** ](/1/smol_tracker/holdings.md)table, and the [**Dashboard**](/1/smol_tracker/dashboard.md) 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.

<figure><img src="/files/78WrTaq0sjfh02Nrtp60" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption></figcaption></figure>

{% hint style="success" %}
**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](/1/smol_tracker/optional-secondary-currency.md) (in addition to the USD), select a currency in the pop-up menu in cell <mark style="color:green;">C1</mark> (where it says "Alt Currency Picker").&#x20;
{% endhint %}

#### Learn more:&#x20;

* [Tips and Tricks](/1/how-to/tips-and-tricks.md)
* [How to **change the primary currency.** ](/1/tracker/changing-the-primary-currency.md)
* [How to set a **secondary currency.**](/1/smol_tracker/dashboard.md#optional-secondary-currency)
* [Learn about the **Trade Log** ](/1/smol_tracker/trade-log.md)
* [Learn about the **Holdings Table**](/1/smol_tracker/holdings.md)
* [Lean how to fix an **erroneous asset match.**](/1/how-to/confused-asset-codes.md)
* [Sync using end-to-end encryption.](/1/how-to/turning-on-end-to-end-encryption.md)
* [Where can I use smol compute?](/1/how-to/what-devices-can-i-use-smol-compute-on.md)&#x20;


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