# 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.  

Go to the sheet named "**ACCOUNT 1"** and set the <mark style="color:green;">**Account Type**</mark> in <mark style="color:green;">**B1**</mark> using the pop-up menu **(Crypto** or **Stocks)**. &#x20;

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FiEUFB3hv54GdCWm2K9Jo%2FScreenshot%202025-04-18%20at%2011.18.08%E2%80%AFAM.png?alt=media&#x26;token=7b2d68ef-440a-4a49-a546-d799d5dcb065" 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](https://guides.smolcompute.xyz/1/tracker/changing-the-primary-currency) now, or you can change it later.&#x20;

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2F26MWdlMMFIjCYLu4vAxU%2FScreenshot%202025-04-18%20at%2011.22.48%E2%80%AFAM.png?alt=media&#x26;token=fd1f0eb1-a50f-451a-85c3-cd45f4253b27" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption></figcaption></figure>

### 3. Enter your first trade

Scroll down to the [**Trade Log**](https://guides.smolcompute.xyz/1/accounts#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="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2Fhw1xB6seC1MvUqANL8VE%2FScreenshot%202025-04-18%20at%2011.23.34%E2%80%AFAM.png?alt=media&#x26;token=5f03fc28-849f-4c69-aaca-e855ddc47498" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption></figcaption></figure>

The [**Holdings**](https://guides.smolcompute.xyz/1/accounts#holdings) table has now been automatically updated with live stats for your new asset. This table will automatically update each time you add a trade in your Trade Log.&#x20;

### 4. Take your first snapshot

Finally, in the [**Snapshots**](https://guides.smolcompute.xyz/1/accounts#snapshots) table (right sidebar), copy the values displayed in blue under **"Current Values"**  and paste them in row 5 (first row with the lighter cells) using **⇧ + ⌘ + V**  (**Edit > Paste Formula Results**).  This sets the initial values of your portfolio and any further snapshots you make will add a new temporal data point in your account's history. These events will populate the [**Account's ROI chart** ](https://guides.smolcompute.xyz/1/accounts#accounts-roi-chart)on your account's sheet as well as those on the [**Dashboard Tab**](https://guides.smolcompute.xyz/1/tracker/dashboard) and the [**ROI Tab**](https://guides.smolcompute.xyz/1/tracker/roi-tool). <br>

<figure><img src="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FFpg0g6MXDxsFlRf6DiMR%2FScreenshot%202025-04-18%20at%2011.24.31%E2%80%AFAM.png?alt=media&#x26;token=cc18e25e-6803-4a6a-91ec-5c055f0d3a1b" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption></figcaption></figure>

### The Dashboard

Speaking of the of the [**Dashboard,**](https://guides.smolcompute.xyz/1/tracker/dashboard) go to that sheet.  You will see 3 distinct accounts listed in the [**Portfolio Breakdown**](https://guides.smolcompute.xyz/1/dashboard#portfolio-breakdown) table. These correspond to the 3 accounts sheets. Your first holding (the asset you just bought on your first trade) should now be listed under **ACCOUNT 1.**&#x20;

Like the Holdings Table, the Dashboard will automatically fill up with live stats and visualizations as you add more trades to 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="https://1714922137-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fl25uds0OJbgRcq45kX3M%2Fuploads%2FGyJgIuhu3Kh1wOtiHkkL%2FScreenshot%202025-04-18%20at%201.37.47%E2%80%AFPM.png?alt=media&#x26;token=2fbe25f5-a152-4ae0-8d43-a9f3e74499c0" alt="Portfolio Tracker – Premium Templates for Apple Numbers."><figcaption></figcaption></figure>

{% hint style="success" %}
**Optional:** If you’re using USD as your primary currency but would like your P\&L to be tracked in a [**secondary currency**](https://guides.smolcompute.xyz/1/tracker/secondary-currency) (in addition to the USD), you can do so.select a currency in the pop-up menu in <mark style="color:green;">**D1**</mark> at the very top of your Dashboard (The cell marked "**Alt Currency Picker**").  Once selected, you will see additional stats show up across your Portfolio Tracker.&#x20;
{% endhint %}

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

#### Learn More:&#x20;

* [Tips and Tricks](https://guides.smolcompute.xyz/1/how-to/tips-and-tricks)
* [How to **change the primary currency.** ](https://guides.smolcompute.xyz/1/tracker/changing-the-primary-currency)
* [How to set a **secondary currency**. ](https://guides.smolcompute.xyz/1/tracker/secondary-currency)
* [Learn more about the **Accounts**.](https://guides.smolcompute.xyz/1/tracker/accounts)
* [Learn more about the **Dashboard**.](https://guides.smolcompute.xyz/1/tracker/dashboard)
* [Learn more about the **ROI Charts**. ](https://guides.smolcompute.xyz/1/tracker/roi-tool)
* [Learn how to create **Watchlists**.](https://guides.smolcompute.xyz/1/tracker/watchlists)
* [Lean how to make a **Special Assignation.**](https://guides.smolcompute.xyz/1/how-to/confused-asset-codes)
* [Sync using end-to-end encryption.](https://guides.smolcompute.xyz/1/how-to/turning-on-end-to-end-encryption)
* [Where can I use smol compute?](https://guides.smolcompute.xyz/1/how-to/what-devices-can-i-use-smol-compute-on)&#x20;