Your Data. Your Sheet. Professional Insights.
Automated Investment Tracking
in Google Sheets™
Stop the manual math. Simply log your transactions and let our engine automate the complex LIFO/FIFO matching, FX conversions, and tax calculations for your entire portfolio.
Simplified Workflow
Install & Copy
Install the add-on and make a private copy of our professional template.
Log Transactions
Enter your buy/sell orders. No need to worry about the math or exchange rates.
Instant Reports
Click "Generate Trades" to see your automated P&L, tax reports, and dashboards.
Built for Serious Investors
The spreadsheet power you love,
with the institutional logic you need.
Unified Asset Management
A single source of truth for Equities, Options, and Crypto. Track everything from simple stock buys to complex option assignments in one sheet.
Advanced Trade Matching
Automated LIFO and FIFO matching logic. See exactly which "buy" matches which "sell" without manual spreadsheets or errors.
Real-Time FX Impact
Full multi-currency support. Automatically fetch historical exchange rates and visualize how FX fluctuations impact your actual P&L.
Tax-Ready Reporting
Take the stress out of tax season. Automatically calculate capital gains and estimated liabilities based on your local tax rates and matching methods.
Professional-Grade Visualization
Comprehensive Performance Dashboard
Unified Transaction Ledger
Ready to Take Control?
Join our beta program and experience the most powerful investment tracker available for Google Sheets™.
Get Beta Access