Quick Start

Here's a checklist to get you set up in no time!

Upon purchasing the smol Portfolio Tracker Lite, you will receive a zip file containing the latest version in 2 different color themes, as well as one copy pre-populated with demo data which you can play around with.

Tip: A lighter background is used to help you quickly identify the cells where you can enter data from those that will self-populate.

Lighter cells (in the green boxes) are where you enter data.

Let's get going!

1. Pick a colour theme and open a fresh copy of the Portfolio Tracker.

2. Select your Portfolio's Type in B1 using the pop-up menu (Crypto or Stocks).

3. Scroll down to the Trade Log and enter your first trade! The "Exchange" and "Fees" columns are optional.

The Holdings table, the Current Holdings % P&L Widget, and the Allocation Widget 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.

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").

That's it! You're Portfolio Tracker is now set-up and ready to go!

We highly recommend you check out the Tips and Tricks section next.

Learn more:

• Tips and Tricks

• How to change the primary currency.

• How to set a secondary currency.

• Learn about the Trade Log

• Learn about the Holdings Table

• Lean how to fix an erroneous asset match.

• Sync using end-to-end encryption.

• Where can I use smol compute?