> For the complete documentation index, see [llms.txt](https://guides.smolcompute.xyz/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.smolcompute.xyz/1/tracker/quick-start.md). # 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 **Account Type** in **B1** using the pop-up menu **(Crypto** or **Stocks)**.
Portfolio Tracker – Premium Templates for Apple Numbers.
### 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/tracker/changing-the-primary-currency.md) now, or you can change it later.
Portfolio Tracker – Premium Templates for Apple Numbers.
### 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.
Portfolio Tracker – Premium Templates for Apple Numbers.
The [**Holdings**](/1/tracker/accounts.md#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. ### 4. Take your first snapshot Finally, in the [**Snapshots**](/1/tracker/accounts.md#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** ](/1/tracker/accounts.md#accounts-roi-chart)on your account's sheet as well as those on the [**Dashboard Tab**](/1/tracker/dashboard.md) and the [**ROI Tab**](/1/tracker/roi-tool.md).
Portfolio Tracker – Premium Templates for Apple Numbers.
### The Dashboard Speaking of the of the [**Dashboard,**](/1/tracker/dashboard.md) go to that sheet. You will see 3 distinct accounts listed in the [**Portfolio Breakdown**](/1/tracker/dashboard.md#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.** 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.
Portfolio Tracker – Premium Templates for Apple Numbers.
{% 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**](/1/tracker/secondary-currency.md) (in addition to the USD), you can do so.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. {% endhint %} **That's it! You're Portfolio Tracker is now set-up and ready to go!** #### Learn More: * [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/tracker/secondary-currency.md) * [Learn more about the **Accounts**.](/1/tracker/accounts.md) * [Learn more about the **Dashboard**.](/1/tracker/dashboard.md) * [Learn more about the **ROI Charts**. ](/1/tracker/roi-tool.md) * [Learn how to create **Watchlists**.](/1/tracker/watchlists.md) * [Lean how to make a **Special Assignation.**](/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) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://guides.smolcompute.xyz/1/tracker/quick-start.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.