Portfolio tracker, crypto portfolio, ETF tracker, stock tracker, investment dashboard, real-time updates, ticker generator, trade log

IndexIQ: Portfolio Tracker for Stocks, ETFs, Crypto & Market Indexes

Tracking multiple asset classes—stocks, ETFs, crypto, and market indexes—can feel chaotic. Spreadsheets break, formulas go wrong, and you often lack a clear picture of your financial positions and market trends.

IndexIQ is a smart portfolio tracker that centralizes all your investments, gives real-time performance insights, minimizes formula errors, and helps you make data-driven decisions. Whether you’re a long-term investor or an active trader, this template keeps your portfolio on point.

Key Features & Benefits

📈 Track Stocks, ETFs, Crypto, Market Indexes – Monitor all your investments in one centralized dashboard.

💹 Live Price Updates – Get real-time market prices for accurate position tracking.

📊 Visual Dashboards – Instantly see your portfolio’s value, breakdown, and gains/losses.

🔍 Smart Ticker Selection – Use a searchable dropdown from a built-in ticker dictionary.

⚙️ Formula Automation – Script-generated formulas reduce manual errors and keep data consistent.

🧾 Trade Logging with Cost Basis – Record trades and automatically calculate your true profit/loss.

📆 365 Days of Performance Tracking – Track and analyze your investments for up to a full year.

🧩 Diversification Chart – Visualize how your assets are allocated across categories.

💼 Supports 40+ Tickers – Track a wide range of assets across multiple types and accounts.

How It Works (5 Easy Steps)

1️⃣ Download & Open – Access your Google Sheets file instantly after purchase.

2️⃣ Choose Your Security Type – On the 💹Positions tab, select whether it’s a Stock, ETF, Crypto, or Index.

3️⃣ Auto-Fill the Ticker – Use the smart dropdown to generate the appropriate ticker based on your selection.

4️⃣ Log Trades & Monitor Positions – Record your trades in the 🔁Trades tab. Positions are calculated and tracked automatically.

5️⃣ View Portfolio Insights – Check the 📈Dashboard for value, allocation, top performers, and performance trends over time.

FAQs

Q: Does it work in Excel or Google Sheets?

It’s optimized for Google Sheets to support live data and built-in scripts.

Q: Can I add more tickers or asset types?

Yes! You can edit the ticker dictionary and track up to 40 securities easily.

Q: Is this suitable for beginners?

Absolutely. If you know how to copy-paste a ticker and record a trade, you’re good to go.

Q: How does real-time tracking work?

Tickers pull live price data (via GoogleFinance or custom script), and positions auto-update with every change.

📜 Terms of Use

✔ This is a digital product – No physical item will be shipped.

✔ Personal & Business Use Only – Redistribution or resale is not allowed.

✔ Due to the nature of digital downloads, all sales are final (but we’re happy to assist with any issues!).

Why Choose IndexIQ?

✅ Covers 4 major asset types

✅ Real-time and formula-safe

✅ Insightful visuals and analytics

✅ No subscriptions, one-time cost

✅ Easy setup and lifetime value

✅ Perfect for DIY investors & finance pros

📧 Need Assistance?

Stuck or unsure how to begin? Reach out anytime for quick setup help, customization support, or just to say hi! Response within 24 hours.