Quick Start
Here's a checklist to get you set up in no time!
Last updated
Was this helpful?
Here's a checklist to get you set up in no time!
Last updated
Was this helpful?
Upon purchasing the smol Portfolio Tracker, 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.
Go to the sheet named "ACCOUNT 1" and set the Account Type in B1 using the pop-up menu (Crypto or Stocks). 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.
Scroll down to the Trade Log and enter your first trade! 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.
The 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.
Finally, in the 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 on your account's sheet as well as those on the Dashboard Tab and the ROI Tab.
Speaking of the of the Dashboard, go to that sheet. You will see 3 distinct accounts listed in the 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.
Optional: 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 D1 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.
That's it! You're Portfolio Tracker is now set-up and ready to go!
