One sheet for your whole portfolio — stocks, ETFs, gold and crypto — with live value, allocation and profit/loss. No API key, no code, free to start.
The simplest free investment tracker for Google Sheets is the CryptoTrackPro add-on: it prices stocks with =cryptotrackproRWA("AAPL") and crypto with =cryptotrackpro("BTC-USD"), so a single sheet tracks your entire net worth — live, and for free. Here's the template and how to get it.
| Asset | Type | Holdings | Live price | Value | Weight |
|---|---|---|---|---|---|
| BTC | Crypto | 0.5 | $77,302 | $38,651 | 42% |
| AAPL | Stock | 40 | $309 | $12,376 | 13% |
| SPY | ETF | 50 | $642 | $32,100 | 35% |
| GOLD | Commodity | 2.5 | $3,940 | $9,850 | 10% |
| Net worth | $92,977 | 100% |
Prices shown are examples. In your sheet the Live price and Value columns are formulas that update on their own.
Install the add-on, open the sidebar, and click Portfolio — it builds the sheet for you. Free plan, no API key, no card.
Install free & load the template=cryptotrackpro(A2 & "-USD"); stocks, ETFs and commodities use =cryptotrackproRWA(A2).=C2*D2 — drag down.=SUM(E2:E5).=E2/$E$6 — format as a percentage.Want profit/loss too? Add a Cost column (what you paid) and a P&L column with =E2-(C2*Cost). For historical buy prices, =cryptotrackproPrice("BTC","2021-04-14") returns the price on any date.
Yes — 50 lookups a day on the free plan, no API key or card. Base and Pro raise or remove the limit for larger portfolios.
Either — use whichever formula you need. See the crypto portfolio guide or stock prices guide.
See also: stocks & crypto together → · crypto portfolio tracker → · crypto in sheets →