{"id":22,"date":"2026-06-01T10:58:54","date_gmt":"2026-06-01T10:58:54","guid":{"rendered":"https:\/\/misterhabit.com\/en\/?page_id=22"},"modified":"2026-06-08T19:15:18","modified_gmt":"2026-06-08T19:15:18","slug":"etf-portfolio-tracker-spreadsheet","status":"publish","type":"page","link":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/","title":{"rendered":"ETF Portfolio Tracker Spreadsheet"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Automatically track your Index funds, Mutual funds and ETFs in real-time, monitor your portfolio&#8217;s returns, and stop losing hours to messy Excel spreadsheets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2705 Compatible with ETFs, Index and Mutual funds<br>\u2705 Enter your Ticker\/ISIN and get started in minutes (just 2\ufe0f\u20e3 steps)<br>\u2705 Automatic charts and real-time tracking<br>\u2705 Ready to use\u2014no formulas or setup required<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"#how-it-works\">\u25b6\ufe0f <strong>Watch It in Action<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Built for investors who want to sidestep these&nbsp;<a href=\"#problems\">headaches<\/a>&nbsp;and know exactly what\u2019s happening with their money\u2014without struggling through impossible spreadsheets.<\/p>\n\n\n\n<div class=\"wp-block-group alignwide is-style-shadow-light has-base-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-c91c2100 wp-block-group-is-layout-constrained\" style=\"padding-top:var(--wp--preset--spacing--x-small);padding-right:var(--wp--preset--spacing--x-small);padding-bottom:var(--wp--preset--spacing--x-small);padding-left:var(--wp--preset--spacing--x-small)\">\n<div class=\"wp-block-columns alignwide is-style-default wp-container-content-9cfa9a5a is-layout-flex wp-container-core-columns-is-layout-c7ebd8d6 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>\ud83d\udcca <strong>Automated Dashboard<\/strong><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Manage your Index, Mutual funds and ETFs in real-time.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top has-global-padding is-content-justification-right is-layout-constrained wp-container-core-column-is-layout-19442561 wp-block-column-is-layout-constrained\" style=\"padding-right:0;padding-left:0\">\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>\u23f1 <strong>Save Time &amp; Effort<\/strong><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Set up your portfolio in under 5 minutes, no hassle.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center wp-block-paragraph\">\ud83c\udfaf <strong><strong>Optimize Your Decisions<\/strong><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Track performance with automatic charts and live data.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center wp-block-paragraph\">\ud83d\udee0 <strong><strong>Complete Toolkit<\/strong><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Start using it immediately after purchase\u2014no setup required.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 id=\"track-your-etfs-mutual-and-index-funds-in-realtime\" class=\"wp-block-heading\">Track Your ETFs, Mutual and Index Funds in Real-Time<\/h2>\n\n\n<div role=\"navigation\" aria-label=\"Table of Contents\" class=\"simpletoc wp-block-simpletoc-toc\"><h2 style=\"margin: 0;\"><button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">What you&#039;ll see here<span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button><\/h2><div id=\"simpletoc-content-container\" class=\"simpletoc-content\"><style>html { scroll-behavior: smooth; }<\/style><ul class=\"simpletoc-list\">\n<li><a href=\"#track-your-etfs-mutual-and-index-funds-in-realtime\">Track Your ETFs, Mutual and Index Funds in Real-Time<\/a>\n<\/li>\n<li><a href=\"#who-this-template-is-for\">Who This Template Is For<\/a>\n\n<ul>\n<li><a href=\"#this-template-is-perfect-for-you-if\">This template is perfect for you if:<\/a>\n<\/li>\n<li><a href=\"#its-not-for-you-if\">It&#8217;s not for you if:<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#problems\">\ud83d\udd34 The Problem With DIY Portfolio Tracking Spreadsheets<\/a>\n\n<ul>\n<li><a href=\"#Why-is-simple-so-complicated\">Why is simple so complicated? \u2049\ufe0f<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#control-your-portfolio-in-realtime\">Control Your Portfolio in Real-Time<\/a>\n\n<ul>\n<li><a href=\"#how-it-works\">How It Works [Video + Demo]<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#a-little-history\">A Little History<\/a>\n<\/li>\n<li><a href=\"#Your-Investment-Portfolio-Is-Unique\">\u25c7 Your Investment Portfolio Is Unique<\/a>\n\n<ul>\n<li><a href=\"#only-you-know-or-you-should\">Only You Know (or You Should)<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#What-A-Good-Portfolio-Tracker-Should-Look-Like\">\ud83d\udfe2 &nbsp;What A Good Portfolio Tracker Should Look Like<\/a>\n\n<ul>\n<li><a href=\"#basic-requirements\">Basic Requirements<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#The-Template-to-Manage-Your-Mutual-Funds-and-ETFs\">\u2b50&nbsp;The Template to Manage Your Mutual Funds and ETFs<\/a>\n\n<ul>\n<li><a href=\"#features\">Features<\/a>\n\n<ul>\n<li><a href=\"#portfolio\">Portfolio<\/a>\n<\/li>\n<li><a href=\"#transactions\">Transactions<\/a>\n<\/li>\n<li><a href=\"#etfmutal-amp-index-fund-distribution-chart\">ETF\/Mutal &amp; Index Fund Distribution Chart<\/a>\n<\/li>\n<li><a href=\"#returns-chart\">Returns Chart<\/a>\n<\/li>\n<li><a href=\"#capital-invested-vs-current-valuation-chart\">Capital Invested vs Current Valuation Chart<\/a>\n<\/li>\n<li><a href=\"#tabs\">Tabs<\/a>\n<\/li>\n<li><a href=\"#instructions\">Instructions<\/a>\n<\/li>\n<li><a href=\"#notes\">Notes<\/a>\n<\/li>\n<li><a href=\"#help-error-prevention-and-error-control\">Help, Error Prevention, and Error Control<\/a>\n\n<ul>\n<li><a href=\"#isinticker-codes\">ISIN\/Ticker Codes<\/a>\n<\/li>\n<li><a href=\"#automatic-charts\">Automatic Charts<\/a>\n<\/li>\n<li><a href=\"#transaction-date-calendar\">Transaction Date (Calendar)<\/a>\n<\/li>\n<li><a href=\"#transaction-date-manual\">Transaction Date (Manual)<\/a>\n<\/li>\n<li><a href=\"#number-of-shares\">Number of Shares<\/a>\n<\/li>\n<li><a href=\"#transaction-price\">Transaction Price<\/a>\n<\/li>\n<li><a href=\"#transaction-total\">Transaction Total<\/a>\n<\/li>\n<li><a href=\"#reminders-and-notes\">Reminders and Notes<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#compra\">One Click Away From Being Yours<\/a>\n\n<ul>\n<li><a href=\"#get-your-portfolio-tracking-spreadsheet-now\">Get Your Portfolio Tracking Spreadsheet Now<\/a>\n<\/li>\n<li><a href=\"#100%-Guarantee-Risk-Free-Purchase\">\ud83d\udee1\ufe0f 100% Guarantee \ud83d\udd12 Risk-Free Purchase<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#Reviews\">What People Who Already Know Me Are Saying<\/a>\n\n<ul>\n<li><a href=\"#Testimonials\">More Testimonials<\/a>\n<\/li>\n<\/ul>\n<\/li>\n<li><a href=\"#frequently-asked-questions\">Frequently Asked Questions<\/a>\n<\/li>\n<li><a href=\"#etf-portfolio-tracker-in-eur\">ETF Portfolio Tracker in EUR<\/a>\n<\/li><\/ul><\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\">You won&#8217;t have to wait years to see your wealth grow. From the moment you start using this portfolio tracker, you&#8217;ll experience something far more immediate:&nbsp;<strong>complete control<\/strong>&nbsp;over managing your index, mutual funds and ETF investments in dollars (\ud83d\udcb2USD).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In just <strong>two steps<\/strong>:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u261d\ufe0f <strong>STEP 1<\/strong>. &nbsp;Enter the <strong>ISIN <\/strong>or <strong>Ticker <\/strong>symbols for your mutual funds and ETFs (copy them from ft.com).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/step-1-enter-ticker-isin-min.jpg\" alt=\"Step 1: Enter the ISIN\/Ticker of the ETF, Index or Mutual fund\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u270c\ufe0f <strong>STEP 2<\/strong>. Add your transactions (<strong>buys <\/strong>or <strong>sells<\/strong>).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/step-2-enter-transactions-min.jpg\" alt=\"Step 2: Enter your transactions (quantity and price)\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">And it&#8217;s all&nbsp;<strong>real-time.<\/strong>&nbsp;The tracker automatically updates with live pricing from the Financial Times for each of your mutual funds and ETFs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you input your transactions, the sheet automatically calculates your returns, allocation, and portfolio performance\u2014<strong>no formulas to touch<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\udc49 Take Control of My Portfolio Now \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><em>One-time payment \u00b7 Instant access \u00b7 Google Sheets<\/em><br>\ud83d\udee1\ufe0f <em>30-day money-back guarantee<\/em><\/p>\n\n\n\n<p class=\"has-text-align-left wp-block-paragraph\">Plus, you&#8217;ll start seeing how small improvements in your financial habits create tangible results month after month\u2014bringing you closer to real financial peace.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/features-of-etf-portfolio-tracking-spreadsheet.jpg\" alt=\"Comprehensive Management of Your Investment Portfolio\" class=\"wp-image-3166\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"who-this-template-is-for\" class=\"wp-block-heading\">Who This Template Is For<\/h2>\n\n\n\n<h3 id=\"this-template-is-perfect-for-you-if\" class=\"wp-block-heading\">This template is perfect for you if:<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u2705 You invest in mutual funds or ETFs<br>\u2705 You want to track your portfolio without building a spreadsheet from scratch<br>\u2705 You want to see returns, valuation, and allocation at a glance<br>\u2705 You don&#8217;t want to mess with formulas (though you can)<\/p>\n\n\n\n<h3 id=\"its-not-for-you-if\" class=\"wp-block-heading\">It&#8217;s not for you if:<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u274c You&#8217;re looking for an app that connects to your broker with your login credentials<br>\u274c You need advanced tax automation<br>\u274c You want professional day-trading monitoring<br>\u274c You don&#8217;t want to use Google Sheets<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"problems\" class=\"wp-block-heading\">\ud83d\udd34 The Problem With DIY Portfolio Tracking Spreadsheets<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;ve been searching for templates to track mutual funds or ETFs, you&#8217;ve probably found spreadsheets in Excel or Google Sheets that look promising at first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So you try one out. And then you hit the problems\u2026<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Where do you even start?<\/strong>&nbsp;The instructions aren&#8217;t clear::\n<ul class=\"wp-block-list\">\n<li>Either they read like a manual.<\/li>\n\n\n\n<li>Or it seems they&#8217;re written in another language (perhaps for Martians).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>It&#8217;s impossible to understand and get running quickly.<\/li>\n\n\n\n<li><strong>It&#8217;s not intuitive.<\/strong>&nbsp;You&#8217;re used to Google&#8217;s simplicity\u2014not this.\u203c\ufe0f<\/li>\n\n\n\n<li><strong>The design is poor.<\/strong>&nbsp;It looks dated and unattractive.<\/li>\n\n\n\n<li><strong>The learning curve is steep.<\/strong><\/li>\n\n\n\n<li>You have to input dozens of variables.<\/li>\n\n\n\n<li><strong>It doesn&#8217;t fit your strategy.<\/strong><\/li>\n\n\n\n<li><strong>It&#8217;s limited.<\/strong>&nbsp;You can only track a handful of funds.<\/li>\n\n\n\n<li>And when you try to add more funds, the calculations break.<\/li>\n\n\n\n<li>Or if you try to modify it, errors pop up everywhere: #N\/A, #Div\/0, etc.<\/li>\n\n\n\n<li><strong><strong>It&#8217;s extreme<\/strong><\/strong>:\n<ul class=\"wp-block-list\">\n<li>&nbsp;Either it&#8217;s too basic with zero formula protection or error handling.<\/li>\n\n\n\n<li>Or it&#8217;s overcomplicated and impossible to use unless you&#8217;re the one who built it.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>It doesn&#8217;t follow any logical pattern.<\/li>\n\n\n\n<li>And if you finally decide to modify it yourself using Google&#8217;s <a href=\"https:\/\/support.google.com\/docs\/answer\/3093281?hl=en\" target=\"_blank\" rel=\"noreferrer noopener\">GOOGLEFINANCE<\/a> function, you discover it&nbsp;<strong>doesn&#8217;t work with ISIN codes.<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud83e\udd2c <strong>This is when you lose it<\/strong>:<\/strong><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><em>Look,<strong> I just want to track my funds<\/strong>.&nbsp;<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Isn&#8217;t it enough to paste the ISIN\/Ticker and log what I buy and sell?<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>I don&#8217;t care about the math behind it.<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>The tracker should do the rest automatically!<\/strong><\/em><\/p>\n<\/blockquote>\n\n\n\n<h3 id=\"Why-is-simple-so-complicated\" class=\"wp-block-heading\">Why is simple so complicated? \u2049\ufe0f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s not. See for yourself \u2935\ufe0f<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With this template, you control your portfolio in under 5 minutes:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1\ufe0f\u20e3 Copy the ISIN or ticker<br>2\ufe0f\u20e3 &nbsp;Log your buys and sells<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The template calculates everything automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2705 Just 2 steps<br>\u2705 No formulas<br>\u2705 No setup<br>\u2705 Ready to use<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\udc49 Take Control of My Portfolio Now \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><em>One-time payment \u00b7 Instant access \u00b7 Google Sheets<\/em><br>\ud83d\udee1\ufe0f <em>30-day money-back guarantee<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"control-your-portfolio-in-realtime\" class=\"wp-block-heading\">Control Your Portfolio in Real-Time<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s your portfolio tracker to monitor your mutual funds and ETFs in real-time, starting today.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It doesn&#8217;t matter which mutual funds or ETFs you use. The tracker automatically pulls data from the Financial Times. As long as they&#8217;re listed there, you&#8217;re set. All you do is copy and paste the fund&#8217;s ISIN or ETF ticker (in \ud83d\udcb2USD) from ft.com. The template handles everything else.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ETF ticker example: VTSAX<\/li>\n\n\n\n<li>Fund ISIN example: US9229083632<\/li>\n<\/ul>\n\n\n\n<h3 id=\"how-it-works\" class=\"wp-block-heading\">How It Works [Video + Demo]<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"como-funciona\">A video is worth a thousand words. So here&#8217;s your mutual fund and ETF tracker in action.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Watch this short video to see how it works, or jump straight to the demo below.<\/p>\n\n\n\n<figure class=\"wp-block-video alignwide\"><video controls src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/how-the-template-works.mp4\" playsinline><\/video><figcaption class=\"wp-element-caption\"><em>Manage Your Investment Portfolio With This Template<\/em><\/figcaption><\/figure>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button is-style-outline-background is-style-outline is-style-outline--2\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/demo\/\" target=\"_blank\" rel=\"noreferrer noopener\">View Demo<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\udc49 Take Control of My Portfolio Now \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><em><em><em>One-time payment \u00b7 Instant access \u00b7 Google Sheets<\/em><br>\ud83d\udee1\ufe0f <em>30-day money-back guarantee<\/em><\/em><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/formas-de-pago.jpg\" alt=\"Formas de pago: Stripe, tarjeta, VISA, Google Pay, Link, Paypal, etc.\" class=\"wp-image-2823\" style=\"width:300px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>Pay Once. It&#8217;s Yours Forever. No Fees, No Limits.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you buy, you get:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2705 Instant access to the template in Google Sheets<br>\u2705 Portfolio tab to see valuation, returns, and allocation<br>\u2705 Transactions tab to log buys and sells<br>\u2705 Automatic allocation and returns charts<br>\u2705 Built-in validations to prevent date, amount, and share errors<br>\u2705 Step-by-step instructions inside the sheet<br>\u2705 Real-time price updates from the Financial Times<br>\u2705 Unlimited use for your own mutual funds and ETFs<\/p>\n\n\n\n<hr class=\"wp-block-separator alignwide has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"a-little-history\" class=\"wp-block-heading\">A Little History<\/h2>\n\n\n\n<div class=\"wp-block-buttons float-btn is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button is-style-outline is-style-outline--3\"><a class=\"wp-block-button__link has-base-color has-text-color has-link-color has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\uded2 <\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"#What-A-Good-Portfolio-Tracker-Should-Look-Like\"><em>Skip Story<\/em> \u21b7<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">An investment portfolio is simply a collection of assets selected to follow a strategy, but\u2026<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Did you know the concept of a portfolio is relatively modern?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Even though it feels like an old idea, it hasn&#8217;t always been around.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The investment portfolio concept emerged in the late 1960s. As logical as it seems now, if you&#8217;d mentioned a diversified portfolio back then, nobody would&#8217;ve known what you meant.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/en.wikipedia.org\/wiki\/Harry_Markowitz\" target=\"_blank\" rel=\"noreferrer noopener\">Harry Markowitz<\/a>, a Nobel Prize-winning economist, developed Modern Portfolio Theory.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before that, investors focused solely on maximizing returns by picking individual stocks. He expanded that approach to include <strong>diversification\u2014reducing portfolio volatility and risk<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The idea evolved into different portfolio types: by asset class, by investor profile, aggressive, conservative, balanced\u2014but they&#8217;re all investment portfolios.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s the thing: there are as many portfolios as there are investors. You might follow a specific strategy (or not), but your portfolio is unique.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In other words, many people can follow the same strategy, but every single portfolio will be different.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"Your-Investment-Portfolio-Is-Unique\" class=\"wp-block-heading\">\u25c7 Your Investment Portfolio Is Unique<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Even if you use the exact same funds or ETFs from Strategy X or Y\u2014whether it&#8217;s a <a href=\"https:\/\/portfoliocharts.com\/portfolios\/permanent-portfolio\/\" target=\"_blank\" rel=\"noreferrer noopener\">Permanent portfolio<\/a>, a <a href=\"https:\/\/www.bogleheads.org\/wiki\/Three-fund_portfolio\" target=\"_blank\" rel=\"noreferrer noopener\">Bogle portfolio<\/a>, a <a href=\"https:\/\/portfoliocharts.com\/portfolio\/golden-butterfly\/\" target=\"_blank\" rel=\"noreferrer noopener\">Golden Butterfly<\/a>, or a <a href=\"https:\/\/misterhabit.com\/estrategia-inversion\/\" target=\"_blank\" rel=\"noreferrer noopener\">timeless portfolio (ES)<\/a>\u2014certain variables make every portfolio different<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For 1\ufe0f\u20e3 investment strategy, there are \u267e\ufe0f portfolios. Including yours.<\/p>\n\n\n\n<h3 id=\"only-you-know-or-you-should\" class=\"wp-block-heading\">Only You Know (or You Should)<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the <strong>amount <\/strong>you&#8217;ve invested,<\/li>\n\n\n\n<li>your exact number of <strong>shares<\/strong>,<\/li>\n\n\n\n<li>when you <strong>started<\/strong>,<\/li>\n\n\n\n<li>when you&#8217;ve made <strong>transactions<\/strong>,<\/li>\n\n\n\n<li>the <strong>price <\/strong>of each asset on transaction day,<\/li>\n\n\n\n<li>whether you do recurring purchases (<a href=\"https:\/\/www.investopedia.com\/terms\/d\/dollarcostaveraging.asp\" target=\"_blank\" rel=\"noreferrer noopener\">Dollar Cost Averaging<\/a>),<\/li>\n\n\n\n<li>whether you adjust your <strong>allocation <\/strong>periodically,<\/li>\n\n\n\n<li>whether you <strong>rebalance <\/strong>when an asset drifts from your target allocation,<\/li>\n\n\n\n<li>whether you <strong>sell <\/strong>your best performer or <strong>buy <\/strong>your worst performer,<\/li>\n\n\n\n<li>and so on.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-neutral-background-color has-background wp-block-paragraph\">\u21e8 Dozens of variables make your portfolio unique. That&#8217;s why you need a tracking tool that works regardless of your strategy, which funds you&#8217;ve chosen, or when you made your first purchase.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s what this is for. A tracking tool designed with a single goal in mind: to <strong>manage your portfolio of index, mutual funds, and ETFs using a dashboard in Google Sheets<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator alignwide has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"What-A-Good-Portfolio-Tracker-Should-Look-Like\" class=\"wp-block-heading\">\ud83d\udfe2  <strong>What A Good Portfolio Tracker Should Look Like<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To manage your portfolio, you need a template that lets you track your mutual funds and ETFs, see your portfolio&#8217;s current status in real-time, and monitor its growth and returns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But it should also meet basic requirements that should be standard in any portfolio management tool.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/etf-investment-funds-portfolio-tracker-spreadsheet-1.jpg\" alt=\"Overview with a pie chart of the portfolio tracking sheet for index, mutual funds and ETFs\" class=\"wp-image-3118\"\/><\/figure>\n\n\n\n<h3 id=\"basic-requirements\" class=\"wp-block-heading\">Basic Requirements<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clear<\/strong>, short, and straightforward instructions. Just <strong>2\ufe0f\u20e3 steps<\/strong>:\n<ul class=\"wp-block-list\">\n<li>Enter your fund\/ETF ISIN or Ticker codes (only needed once. If you don&#8217;t know them, find your ISIN\/Ticker codes in $ dollars on \ud83d\udd0e <a href=\"https:\/\/markets.ft.com\/data\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\udd0e ft.com<\/a> and copy them).<\/li>\n\n\n\n<li>Log your <strong>transactions <\/strong>(whenever you buy or sell).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Intuitive <\/strong>design\u2014Google-level simplicity.<\/li>\n\n\n\n<li><strong>Help tips<\/strong> and warning messages built in.<\/li>\n\n\n\n<li><strong>Error controls<\/strong> to prevent incorrect data entry.<\/li>\n\n\n\n<li><strong>Unlimited funds\/ETFs<\/strong> (not capped at 30).<\/li>\n\n\n\n<li>Ready to <strong>download and use<\/strong>. Zero setup required.<\/li>\n\n\n\n<li><strong>No need to know formulas<\/strong> or how Google Sheets or Excel works.<\/li>\n\n\n\n<li>But no restrictions either. If you like tweaking formulas and customizing Google Sheets, the <strong>template is fully open and unlocked<\/strong> for any changes you want to make.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Does a portfolio tracker like this actually exist<strong>\u2753<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u2728 &nbsp;<strong>Yes\u2014and it comes with a few extras too<\/strong>&#8230;<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\udc49 Take Control of My Portfolio Now \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><em>One-time payment \u00b7 Instant access \u00b7 Google Sheets<\/em><br>\ud83d\udee1\ufe0f <em>30-day money-back guarantee<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"The-Template-to-Manage-Your-Mutual-Funds-and-ETFs\" class=\"wp-block-heading\">\u2b50 The Template to Manage Your Mutual Funds and ETFs<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"-La-plantilla-para-gestionar-tus-fondos-y-ETFs\">With Google Sheets format, this tool to track your investment funds and ETFs solves every single one of these problems you just saw (and then some\u2026).<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <strong>simple <\/strong>spreadsheet, but incredibly <strong>functional<\/strong>.<\/li>\n\n\n\n<li>To monitor your portfolio in <strong>real time<\/strong>.<\/li>\n\n\n\n<li><strong>Frictionless <\/strong>to use and working from day one.<\/li>\n\n\n\n<li><strong>Useful <\/strong>and <strong>intuitive <\/strong>so managing your funds and ETFs is straightforward.<\/li>\n\n\n\n<li><strong>Robust <\/strong>enough to grow with you for years to come.<\/li>\n<\/ul>\n\n\n\n<h3 id=\"features\" class=\"wp-block-heading\">Features<\/h3>\n\n\n\n<h4 id=\"portfolio\" class=\"wp-block-heading\">Portfolio<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">From here you&#8217;ll control your entire portfolio and track it completely.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You simply enter your fund code and it automatically displays its name and current price (NAV).<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/portfolio-mutual-funds-portfolio-tracking-sheet.jpg\" alt=\"Screenshot of the &quot;Portfolio&quot; tab on the tracking spreadheet for Index, Mutual funds and ETFs\"\/><figcaption class=\"wp-element-caption\"><em>Portfolio overview<\/em><\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">As you make trades, it automatically shows you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Average price<\/li>\n\n\n\n<li>Number of shares<\/li>\n\n\n\n<li>Capital invested<\/li>\n\n\n\n<li>Current valuation<\/li>\n\n\n\n<li>Return percentage<\/li>\n\n\n\n<li>Return in \ud83d\udcb2USD<\/li>\n\n\n\n<li>Distribution and current allocation<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">All this data updates automatically and displays for each individual fund and your total portfolio.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"transactions\" class=\"wp-block-heading\">Transactions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Log every trade you make. This is where you&#8217;ll enter your buys and sells.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/transactions-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Screenshot of the &quot;Transactions&quot; tab on the tracking sheet for mutual funds and ETFs\"\/><figcaption class=\"wp-element-caption\"><em>Transaction log<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"etfmutal-amp-index-fund-distribution-chart\" class=\"wp-block-heading\">ETF\/Mutal &amp; Index Fund Distribution Chart<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">A pie chart to monitor how your funds are distributed and weighted. It also includes a summary so you can review the most important data about your portfolio&#8217;s performance, valuation, and returns (annualized and total).<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/graph-summary-asset-weight-distribution-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Screenshot of the &quot;Charts&quot; tab (circular) on the tracking spreadsheet for Index, Mutual funds and ETFs\"\/><figcaption class=\"wp-element-caption\"><em>ETF\/Mutal &amp; Index fund distribution<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"returns-chart\" class=\"wp-block-heading\">Returns Chart<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">A bar chart to track returns by individual fund and overall.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/graph-profit-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Screenshot of the &quot;Charts (Bars)&quot; tab on the tracking spreadsheet for Index, Mutual funds and ETFs\"\/><figcaption class=\"wp-element-caption\"><em>Returns breakdown<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"capital-invested-vs-current-valuation-chart\" class=\"wp-block-heading\">Capital Invested vs Current Valuation Chart<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">A bar chart comparing your invested capital and its current valuation (real-time data).<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/graph-invested-vs-valued-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Screenshot of the &quot;Charts&quot; tab (invested vs. valued) on the portfolio tracking spreadsheet\"\/><figcaption class=\"wp-element-caption\"><em>Capital invested vs Current valuation comparison<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"tabs\" class=\"wp-block-heading\">Tabs<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">You can manage all these features and functionality with just 3 tabs.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/detail-tabs-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Details of the 3 tabs\" class=\"wp-image-3128\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"instructions\" class=\"wp-block-heading\">Instructions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Quick rundown of how the tracking sheet works: Enter your ISIN\/Ticker and transactions.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/easy-simple-instructions-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Summary of the simple instructions\" class=\"wp-image-3129\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"notes\" class=\"wp-block-heading\">Notes<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Quick reference information reminding you about the main features of the tracking sheet.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/quick-reminders-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Quick reminders on how the spreadsheet works\" class=\"wp-image-3130\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h4 id=\"help-error-prevention-and-error-control\" class=\"wp-block-heading\">Help, Error Prevention, and Error Control<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Beyond the helpful notes scattered throughout the sheet to guide you, you&#8217;ll find support alerts and error controls.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To prevent mistakes (we&#8217;re all human), it&#8217;s important to have error controls in place. This way we avoid entering incorrect data, accidentally typing in formulas, deleting charts, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That said, and while not recommended, just remember you can also disable the controls if you want to.<\/p>\n\n\n\n<h5 id=\"isinticker-codes\" class=\"wp-block-heading\">ISIN\/Ticker Codes<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Simply copy and paste the ISIN\/Ticker code for your funds and ETFs. If the sheet detects any unusual characters or if you&#8217;ve entered the fund incorrectly, the sheet will alert you to correct it. The validation works with any fund available on the <strong>Financial Times<\/strong> website.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re not sure where to find them, look up the ISIN\/Ticker for your funds\/ETFs in dollars at <a href=\"https:\/\/markets.ft.com\/data\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\udd0e ft.com<\/a> and copy them over.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/enter-ticker-isin-error-control-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Validation of ISIN codes and ticker symbols for Index, Mutual funds and ETFs\"\/><figcaption class=\"wp-element-caption\"><em>ISIN\/Ticker code validation<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h5 id=\"automatic-charts\" class=\"wp-block-heading\">Automatic Charts<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">All charts are built from real-time data and the transactions you&#8217;re making.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cells are protected to keep everything working smoothly.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/cell-protection-error-control-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Protecting cells and charts\"\/><figcaption class=\"wp-element-caption\"><em>Cell and chart protection<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h5 id=\"transaction-date-calendar\" class=\"wp-block-heading\">Transaction Date (Calendar)<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Select the date of your trade (buy or sell).<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/enter-date-dropdown-error-control-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Avoid mistakes when entering the date by selecting it from the drop-down menu\"\/><figcaption class=\"wp-element-caption\"><em>Transaction date validation, calendar selection<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h5 id=\"transaction-date-manual\" class=\"wp-block-heading\">Transaction Date (Manual)<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Date validation when you enter dates manually.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/enter-transaction-date-error-control-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Error message when entering the transaction date\"\/><figcaption class=\"wp-element-caption\"><em>Manual transaction date format validation<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h5 id=\"number-of-shares\" class=\"wp-block-heading\">Number of Shares<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Data validation to track the quantity of shares for each transaction.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/enter-transaction-shares-error-control-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Error message when entering the number of shares per transaction\"\/><figcaption class=\"wp-element-caption\"><em>Share quantity validation<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h5 id=\"transaction-price\" class=\"wp-block-heading\">Transaction Price<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Data validation for the buy or sell price per share.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/enter-transaction-price-error-control-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Error message when entering the amount of a transaction\"\/><figcaption class=\"wp-element-caption\"><em>Per-share price validation<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h5 id=\"transaction-total\" class=\"wp-block-heading\">Transaction Total<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Data validation to calculate the total amount of each transaction.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/write-protection-total-transaction-error-control-mutual-funds-portfolio-tracking-sheet-mn.jpg\" alt=\"Error message when entering the total transaction amount\"\/><figcaption class=\"wp-element-caption\"><em>Calculation and total cell validation<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background\"\/>\n\n\n\n<h5 id=\"reminders-and-notes\" class=\"wp-block-heading\">Reminders and Notes<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Notes spread across multiple columns to remind you what type of data shows in each section.<\/p>\n\n\n\n<figure class=\"wp-block-image alignwide size-large\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/reminders-and-help-notes-error-control-mutual-funds-portfolio-tracking-sheet-min.jpg\" alt=\"Reminders and helpful tips\"\/><figcaption class=\"wp-element-caption\"><em>Informational notes and reminders<\/em><\/figcaption><\/figure>\n\n\n\n<hr class=\"wp-block-separator alignwide has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"compra\" class=\"wp-block-heading\">One Click Away From Being Yours<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Do you value your time? And the peace of mind that comes with a powerful tool to help you manage your investments? Then this is it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sure, you could keep wasting time searching for free templates that you probably won&#8217;t even use.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You could also keep using free templates and spend time adapting them\u2026 or start today with a tool that&#8217;s ready to work from day one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But if you want to stop wasting time with clunky spreadsheets and get started right now, you&#8217;re one click away.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u274c I could&#8217;ve packaged this tool with a bunch of bonuses and told you it&#8217;s worth $499, but today only, as a special offer, I&#8217;m dropping it to $199\u2026<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We&#8217;ve all seen it a million times. I think if you&#8217;re looking for a tool to track your investments, you probably value clarity, control, and your time. So let me just be straight with you and talk to you like an adult \u2935\ufe0f<\/p>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<div class=\"wp-block-group has-border-color has-contrast-border-color is-layout-flow wp-block-group-is-layout-flow\" style=\"border-width:1px;margin-top:0;padding-top:var(--wp--preset--spacing--medium);padding-right:var(--wp--preset--spacing--medium);padding-bottom:var(--wp--preset--spacing--medium);padding-left:var(--wp--preset--spacing--medium)\">\n<h3 id=\"get-your-portfolio-tracking-spreadsheet-now\" class=\"wp-block-heading has-text-align-center has-x-large-font-size\">Get Your Portfolio Tracking Spreadsheet Now<\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"line-height:1.5\">With its clean, minimalist design and powerful set of automated features, this template lets investors like you monitor your fund and ETF portfolio.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83c\udff7\ufe0f It&#8217;s yours for just $37 (one-time payment) \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><em>One-time payment \u00b7 Instant access \u00b7 Google Sheets<br><\/em>\ud83d\udee1\ufe0f <em>30-day money-back guarantee<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/formas-de-pago.jpg\" alt=\"Formas de pago: Stripe, tarjeta, VISA, Google Pay, Link, Paypal, etc.\" class=\"wp-image-2823\" style=\"width:300px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>Pay once. It&#8217;s yours forever. No subscriptions, no limitations.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you buy, you get:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2705 Instant access to the template in Google Sheets<br>\u2705 Portfolio tab to see valuation, returns, and allocation<br>\u2705 Transactions tab to log your buys and sells<br>\u2705 Automatic distribution and returns charts<br>\u2705 Validations to prevent date, amount, and share errors<br>\u2705 Step-by-step instructions built right into the sheet<br>\u2705 Real-time price updates from Financial Times<br>\u2705 Unlimited use for all your own funds and ETFs<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">And for a fraction of what you&#8217;ll waste in lost hours building (and searching for) your own spreadsheet.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h3 id=\"100%-Guarantee-Risk-Free-Purchase\" class=\"wp-block-heading\">\ud83d\udee1\ufe0f 100% Guarantee \ud83d\udd12 Risk-Free Purchase<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">I&#8217;m making this even easier for you so you can try the template without any risk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>If during the first 30 days you realize it&#8217;s not what you need or you run into any issues using it, just reach out and I&#8217;ll refund your money.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udca1 <strong>Pro tip<\/strong>: to save yourself time, <a href=\"#how-it-works\">watch this quick video<\/a> before you buy where I walk you through how it works.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"Reviews\" class=\"wp-block-heading\">What People Who Already Know Me Are Saying<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">What people from around the world have to say who&#8217;ve already trusted my info products, templates, and services. For example, <a type=\"page\" href=\"https:\/\/misterhabit.com\/plantilla-fondos-inversion-etf\/\" id=\"2642\">the European version \ud83c\uddea\ud83c\uddfa<\/a> (in EUR) of this ETF Portfolio tracker spreadsheet (in Spanish).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will find the transcript of the reviews after this screenshot.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><a href=\"https:\/\/www.fiverr.com\/viaevolution#:~:text=22-,Reviews,-5.0\" target=\"_blank\" rel=\" noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/opiniones-de-mister-habit.jpg\" alt=\"Reviews, product information, and services from Mister Habit\" class=\"wp-image-1000\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-group alignwide has-x-small-font-size is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns has-x-small-font-size is-layout-flex wp-container-core-columns-is-layout-c7ebd8d6 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-border-color has-contrast-border-color has-x-small-font-size is-layout-flow wp-block-column-is-layout-flow\" style=\"border-width:1px;padding-top:var(--wp--preset--spacing--small);padding-right:var(--wp--preset--spacing--small);padding-bottom:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small)\">\n<p class=\"has-text-align-center has-max-72-font-size wp-block-paragraph\" style=\"line-height:1\">\u201c<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"margin-top:0px\">This seller was excellent. Superfast delivery. Went above and beyond what was requested.<\/p>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><strong>\u2014ksuarez5<\/strong><br><strong><em>Espa\u00f1a<\/em><\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-border-color has-contrast-border-color is-layout-flow wp-block-column-is-layout-flow\" style=\"border-width:1px;padding-top:var(--wp--preset--spacing--small);padding-right:var(--wp--preset--spacing--small);padding-bottom:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small)\">\n<p class=\"has-text-align-center has-max-72-font-size wp-block-paragraph\" style=\"line-height:1\">\u201c<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"margin-top:0px\">Really clear and concise. Product exactly as describe and as needed.<\/p>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><strong>\u2014jwcontact<\/strong><br><strong><em> United Arab Emirates<\/em><\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-border-color has-contrast-border-color is-layout-flow wp-block-column-is-layout-flow\" style=\"border-width:1px;padding-top:var(--wp--preset--spacing--small);padding-right:var(--wp--preset--spacing--small);padding-bottom:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small)\">\n<p class=\"has-text-align-center has-max-72-font-size wp-block-paragraph\" style=\"line-height:1\">\u201c<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"margin-top:0px\">Great and fast communication! Seller is very much recommended<\/p>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><strong>\u2014bolivia<\/strong><br><strong><em>Netherlands<\/em><\/strong><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-c7ebd8d6 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column has-border-color has-contrast-border-color is-layout-flow wp-block-column-is-layout-flow\" style=\"border-width:1px;padding-top:var(--wp--preset--spacing--small);padding-right:var(--wp--preset--spacing--small);padding-bottom:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small)\">\n<p class=\"has-text-align-center has-max-72-font-size wp-block-paragraph\" style=\"line-height:1\">\u201c<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"margin-top:0px\">Great job as always.<\/p>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><strong>\u2014pryde1<\/strong><br><strong><em>United States<\/em><\/strong><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column has-border-color has-contrast-border-color is-layout-flow wp-block-column-is-layout-flow\" style=\"border-width:1px;padding-top:var(--wp--preset--spacing--small);padding-right:var(--wp--preset--spacing--small);padding-bottom:var(--wp--preset--spacing--small);padding-left:var(--wp--preset--spacing--small)\">\n<p class=\"has-text-align-center has-max-72-font-size wp-block-paragraph\" style=\"line-height:1\">\u201c<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"margin-top:0px\">Really Good communication and reliable! Would work with him again!<\/p>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><strong>\u2014arthur_amann<\/strong><br><strong><em>Germany<\/em><\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h3 id=\"Testimonials\" class=\"wp-block-heading\">More Testimonials<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Some reviews and ratings from people I&#8217;ve helped learn about investing (<a href=\"https:\/\/www.tusclasesparticulares.com\/profesores\/josep-2405641\/opiniones#:~:text=6-,valoraciones,-de%20alumnos%20y\" target=\"_blank\" rel=\"noreferrer noopener\">link<\/a>):<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><a href=\"https:\/\/www.tusclasesparticulares.com\/profesores\/josep-2405641\/opiniones#:~:text=6-,valoraciones,-de%20alumnos%20y\" target=\"_blank\" rel=\" noreferrer noopener\"><img decoding=\"async\" src=\"https:\/\/misterhabit.com\/wp-content\/uploads\/opiniones-sesiones-mister-habit.jpg\" alt=\"Feedback on Mister Habit's online sessions on saving and investing\" class=\"wp-image-2090\"\/><\/a><\/figure>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83c\udff7\ufe0f Get it now for $37 (one-time payment) \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><em><em>One-time payment \u00b7 Instant access \u00b7 Google Sheets<br><\/em>\ud83d\udee1\ufe0f <em>30-day money-back guarantee<\/em><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"frequently-asked-questions\" class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here are the most common questions and answers:<\/p>\n\n\n\n<!-- FAQs -->\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\nWhat&#8217;s included in the portfolio tracking sheet?\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n      <p> The sheet includes a control and organization tool so you can track your investment funds and ETFs, log your buys and sells, and visualize your portfolio performance clearly.<\/p>\n   <\/div>\n<\/div>\n\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\nCan I use this spreadsheet to manage my investment strategy?\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n      <p> The spreadsheet is designed so you can organize your investment fund and ETF portfolio, record every move you make, and track how they&#8217;re performing over time, which helps you make more informed decisions.\n<\/p>\n   <\/div>\n<\/div>\n\n\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\nDo I need prior knowledge to use this spreadsheet?\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n      <p> No, you don&#8217;t need to be an expert. The sheet is structured simply and clearly so you can understand how to fill it in and track your investment funds and ETFs without any hassle. Plus, on this same page you&#8217;ll find a video and example walkthrough.\n<\/p>\n   <\/div>\n<\/div>\n\n\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\nHow will this spreadsheet help me improve my financial management?\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n         <p> It lets you keep detailed track of every move, gain, or loss, and make informed adjustments based on your portfolio&#8217;s actual performance. This helps you optimize your financial decisions.<\/p>\n   <\/div>\n<\/div>\n\n\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\n\tWhat if I don&#8217;t know how to use the sheet or need help?\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n         <p> You&#8217;ll find clear, simple instructions right inside the sheet to get started. Plus, this page includes a video and example demo. But if you still have questions, you can reach out to me for personalized support.<\/p>\n   <\/div>\n<\/div>\n\n\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\nCan I access the sheet from any device?\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n         <p> Yes, the spreadsheet is available in Google Sheets, so you can access it from any device with an internet connection and your Gmail account\u2014whether it&#8217;s your computer, tablet, phone, or anything in between.<\/p>\n\n   <\/div>\n<\/div>\n<p>&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group has-border-color has-contrast-border-color is-layout-flow wp-block-group-is-layout-flow\" style=\"border-width:1px;margin-top:0;padding-top:var(--wp--preset--spacing--medium);padding-right:var(--wp--preset--spacing--medium);padding-bottom:var(--wp--preset--spacing--medium);padding-left:var(--wp--preset--spacing--medium)\">\n<p class=\"has-text-align-center has-x-large-font-size wp-block-paragraph\">Get Your Portfolio Tracking Spreadsheet Now<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"line-height:1.5\">With its clean, minimalist design and powerful set of automated features, this template lets investors like you monitor your fund and ETF portfolio.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-ad65713e wp-block-buttons-is-layout-flex\" style=\"margin-top:30px\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-small-font-size has-custom-font-size wp-element-button\" href=\"https:\/\/misterhabit.com\/portfolio\/a\/your-tracker\/\" target=\"_blank\" rel=\"noreferrer noopener\">\ud83d\udc49 Start tracking my portfolio now \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-x-small-font-size wp-block-paragraph\"><em><em>One-time payment \u00b7 Instant access \u00b7 Google Sheets<br><\/em>\ud83d\udee1\ufe0f <em>30-day money-back guarantee<\/em><\/em><\/p>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<h2 id=\"etf-portfolio-tracker-in-eur\" class=\"wp-block-heading\">ETF Portfolio Tracker in EUR<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u26a1 And if you invest in EUR or from Europe \ud83c\uddea\ud83c\uddfa, in&nbsp;<a href=\"https:\/\/misterhabit.com\/plantilla-fondos-inversion-etf\/\" type=\"page\" id=\"2642\">this page \ud83c\uddea\ud83c\uddf8<\/a>&nbsp;you will find the template for European ETFs, mutual and index funds (Spanish version).<\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-primary-color has-alpha-channel-opacity has-primary-background-color has-background is-style-wide\"\/>\n\n\n\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-c7ebd8d6 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n\n\n<!-- ACTUALIZACIONES -->\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\n      Updates\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n      <figure class=\"wp-block-table\">\n         <table class=\"has-fixed-layout\" style=\"border-style:none;border-width:0px;\">\n            <tbody>\n               <tr>\n                  <td>2026-06-01<\/td>\n                  <td>Page publication<\/td>\n               <\/tr>\n               <tr>\n                  <td>2026-06-08<\/td>\n                  <td>Structured data has been added<\/td>\n               <\/tr>\n            <\/tbody>\n         <\/table>\n      <\/figure>\n   <\/div>\n<\/div>\n\n\n\n\n\n<div class=\"simpletoc wp-block-simpletoc-toc\">\n   <h3 style=\"margin: 0;\">\n      <button type=\"button\" aria-expanded=\"false\" aria-controls=\"simpletoc-content-container\" class=\"simpletoc-collapsible\">\n      Author\n      <span class=\"simpletoc-icon\" aria-hidden=\"true\"><\/span><\/button>\n   <\/h3>\n   <div id=\"simpletoc-content-container\" class=\"simpletoc-content\" style=\"max-height: 0px;\">\n      <p class=\"alignleft wp-block-avatar\" style=\"float:left;margin-right:3%;padding-top:10px;\"><img loading=\"lazy\" decoding=\"async\" alt=\"Mister Habit Avatar\" src=\"https:\/\/secure.gravatar.com\/avatar\/cfecfbac1dc529adac254e5c94a50cb1?s=97&amp;d=mm&amp;r=g\" srcset=\"https:\/\/secure.gravatar.com\/avatar\/cfecfbac1dc529adac254e5c94a50cb1?s=194&amp;d=mm&amp;r=g 2x\" class=\"avatar avatar-100 photo wp-block-avatar__image\" height=\"100\" width=\"100\"><\/p>\n      <p style=\"font-style:normal;font-weight:700; padding-top:0;padding-bottom:0;\" class=\"wp-block-post-author-name\"><a href=\"https:\/\/misterhabit.com\/en\/about-mister-habit\/\" data-type=\"page\" data-id=\"83\" rel=\"nofollow\">Mister Habit<\/a><\/p>\n      <p class=\"wp-block-post-author-biography has-small-font-size\">With over fifteen years in business management, investment, and tech consulting, I launched my first website in 2017 to share analysis of financial products and online business opportunities. Over time, I&#8217;ve specialized in stock market investing, personal finance, and optimizing financial habits by applying practical strategies for saving and investing.<\/p>\n   <\/div>\n<\/div>\n\n\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<script type=\"application\/ld+json\">\t \n{\t \n\"@context\": \"http:\/\/schema.org\/\",\t \n\"@type\": \"Product\",\t \n\"name\": \"Portfolio Tracker for ETFs, Index and Mutual Funds. Google Sheets Template\",\t \n\t \n\"image\": \"https:\/\/misterhabit.com\/wp-content\/uploads\/etf-investment-funds-portfolio-tracker-spreadsheet-1.jpg\",\t \n\"mainEntityOfPage\": {\t \n\"@type\": \"WebPage\",\t \n\"@id\": \"\"\t \n},\t \n\"url\": \"\",\t \n\"brand\": {\t \n\"@type\": \"Brand\"\t \n},\t \n\"review\": {\t \n\"@type\": \"Review\",\t \n\"name\": \"Mister Habit\",\t \n\"reviewBody\": \"\",\t \n\"reviewRating\": {\t \n\"@type\": \"Rating\",\t \n\"ratingValue\": \"4.9\",\t \n\"worstRating\": \"0\",\t \n\"bestRating\": \"5\",\t \n\"description\": \"Index, Mutual Funds and ETFs Portfolio Tracker Template. Google Sheets Format.\" \t \n},\t \n\"datePublished\": \"2026-06-01\",\t \n\"dateModified\": \"2026-06-01\",\t \n\"thumbnailUrl\": \"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/etf-portfolio-tracker-template-.jpg\",\t \n\"creator\": {\t \n\"@type\": \"Person\",\t \n\"name\": \"Mr Habit\"\t \n},\t \n\"publisher\": {\t \n\"@type\": \"Organization\",\t \n\"name\": \"Mister Habit\",\t \n\"url\": \"https:\/misterhabit.com\",\t \n\"logo\": {\t \n\"@type\": \"ImageObject\",\t \n\"url\": \"https:\/\/misterhabit.com\/wp-content\/uploads\/logo-mister-habit-bullet-b.png\",\t \n\"caption\": \"Logo Mister Habit\"\t \n}\t \n},\t \n\"author\": {\t \n\"url\": \"https:\/\/misterhabit.com\/en\/about-mister-habit\/\",\t \n\"@type\": \"Person\",\t \n\"name\": \"Mr. Habit\",\t \n\"nationality\":{\t \n\"@type\":\"Country\",\t \n\"name\":\"Spain\"\t \n},\t \n\"gender\":\"male\",\t \n\"sameAs\": [\t \n\"https:\/\/x.com\/mister_habit\",\t \n\"https:\/\/www.youtube.com\/@mister_habit\"\t \n],\t \n\"image\":{\t \n\"@type\": \"ImageObject\",\t \n\"url\": \"https:\/\/gravatar.com\/avatar\/cfecfbac1dc529adac254e5c94a50cb1?size=256\"\t \n},\t \n\"alumniOf\": {\t \n\"@type\":\"EducationalOrganization\",\t \n\"name\":\"Higher Education Institute Montsia\",\t \n\"url\":\"https:\/\/agora.xtec.cat\/insmontsia\/\",\t \n\"address\": {\t \n\"@type\": \"PostalAddress\",\t \n\"addressLocality\": \"Amposta\",\t \n\"addressRegion\": \"Tarragona\",\t \n\"addressCountry\": \"Spain\",\t \n\"postalCode\": \"43870\",\t \n\"streetAddress\": \"Carrer Madrid, 35\"\t \n}\t \n}\t \n}\t \n},\t \n\"description\": \"Index, Mutual Funds and ETFs Portfolio Tracker Template. Google Sheets Format.\"\t \n}\t \n<\/script>\t \n\t \n<script type=\"application\/ld+json\">\t \n{ \"@context\": \"https:\/\/schema.org\", \t \n\"@type\": \"Article\",\t \n\"headline\": \"ETFs, Index and Mutual Funds Template\",\t \n\"image\": {\t \n\"@type\": \"ImageObject\",\t \n\"url\": \"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/etf-portfolio-tracker-template-.jpg\"\t \n}, \t \n\"author\": {\t \n\"url\": \"https:\/\/misterhabit.com\/en\/about-mister-habit\/\",\t \n\"@type\": \"Person\",\t \n\"name\": \"Mr. Habit\",\t \n\"nationality\":{\t \n\"@type\":\"Country\",\t \n\"name\":\"Spain\"\t \n},\t \n\"gender\":\"male\",\t \n\"sameAs\": [\t \n\"https:\/\/x.com\/mister_habit\",\t \n\"https:\/\/www.youtube.com\/@mister_habit\"\t \n],\t \n\"image\":{\t \n\"@type\": \"ImageObject\",\t \n\"url\": \"https:\/\/gravatar.com\/avatar\/cfecfbac1dc529adac254e5c94a50cb1?size=256\"\t \n},\t \n\"alumniOf\": {\t \n\"@type\":\"EducationalOrganization\",\t \n\"name\":\"Higher Education Institute Montsia\",\t \n\"url\":\"https:\/\/agora.xtec.cat\/insmontsia\/\",\t \n\"address\": {\t \n\"@type\": \"PostalAddress\",\t \n\"addressLocality\": \"Amposta\",\t \n\"addressRegion\": \"Tarragona\",\t \n\"addressCountry\": \"Spain\",\t \n\"postalCode\": \"43870\",\t \n\"streetAddress\": \"Carrer Madrid, 35\"\t \n}\t \n}\t \n}, \t \n\"publisher\": {\t \n\"@type\": \"Organization\",\t \n\"name\": \"Mister Habit\",\t \n\"logo\": {\t \n\"@type\": \"ImageObject\",\t \n\"url\": \"https:\/\/misterhabit.com\/wp-content\/uploads\/logo-mister-habit-bullet-b.png\"\t \n}\t \n},\t \n\"url\": \"\",\t \n\"mainEntityOfPage\": {\t \n\"@type\": \"WebPage\",\t \n\"@id\": \"\"\t \n},\t \n\"datePublished\": \"2026-06-01\",\t \n\"dateModified\": \"2026-06-01\"\t \n}\t \n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>Automatically track your Index funds, Mutual funds and ETFs in real-time, monitor your portfolio&#8217;s returns, and stop losing hours to messy Excel spreadsheets. \u2705 Compatible with ETFs, Index and Mutual funds\u2705 Enter your Ticker\/ISIN and get started in minutes (just 2\ufe0f\u20e3 steps)\u2705 Automatic charts and real-time tracking\u2705 Ready to use\u2014no formulas or setup required Built [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":111,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-22","page","type-page","status-publish","has-post-thumbnail","hentry","category-invest"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>ETF Portfolio Tracker Spreadsheet - Mister Habit<\/title>\n<meta name=\"description\" content=\"Manage your investment funds and ETFs portfolio with this Google Sheets template. No matter your strategy, control and optimize your portfolio with a practical, easy-to-use tracking spreadsheet.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ETF Portfolio Tracker Spreadsheet - Mister Habit\" \/>\n<meta property=\"og:description\" content=\"Manage your investment funds and ETFs portfolio with this Google Sheets template. No matter your strategy, control and optimize your portfolio with a practical, easy-to-use tracking spreadsheet.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/\" \/>\n<meta property=\"og:site_name\" content=\"Mister Habit\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-08T19:15:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/etf-portfolio-tracker-template-.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"525\" \/>\n\t<meta property=\"og:image:height\" content=\"295\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@mister_habit\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"36 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/\",\"url\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/\",\"name\":\"ETF Portfolio Tracker Spreadsheet - Mister Habit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/wp-content\\\/uploads\\\/etf-portfolio-tracker-template-.jpg\",\"description\":\"Manage your investment funds and ETFs portfolio with this Google Sheets template. No matter your strategy, control and optimize your portfolio with a practical, easy-to-use tracking spreadsheet.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/#primaryimage\",\"url\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/wp-content\\\/uploads\\\/etf-portfolio-tracker-template-.jpg\",\"contentUrl\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/wp-content\\\/uploads\\\/etf-portfolio-tracker-template-.jpg\",\"width\":525,\"height\":295,\"caption\":\"ETF and Investment Fund Portfolio Tracking Template (Google Sheets, Excel)\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/etf-portfolio-tracker-spreadsheet\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"ETF Portfolio Tracker Spreadsheet\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/\",\"name\":\"Mister Habit\",\"description\":\"Your guide to a well-organized financial life\",\"publisher\":{\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/#organization\",\"name\":\"Mister Habit\",\"url\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/wp-content\\\/uploads\\\/logo-mister-habit-bullet-b.png\",\"contentUrl\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/wp-content\\\/uploads\\\/logo-mister-habit-bullet-b.png\",\"width\":512,\"height\":512,\"caption\":\"Mister Habit\"},\"image\":{\"@id\":\"https:\\\/\\\/misterhabit.com\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/x.com\\\/mister_habit\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/mister-habit\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"ETF Portfolio Tracker Spreadsheet - Mister Habit","description":"Manage your investment funds and ETFs portfolio with this Google Sheets template. No matter your strategy, control and optimize your portfolio with a practical, easy-to-use tracking spreadsheet.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/","og_locale":"en_US","og_type":"article","og_title":"ETF Portfolio Tracker Spreadsheet - Mister Habit","og_description":"Manage your investment funds and ETFs portfolio with this Google Sheets template. No matter your strategy, control and optimize your portfolio with a practical, easy-to-use tracking spreadsheet.","og_url":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/","og_site_name":"Mister Habit","article_modified_time":"2026-06-08T19:15:18+00:00","og_image":[{"width":525,"height":295,"url":"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/etf-portfolio-tracker-template-.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_site":"@mister_habit","twitter_misc":{"Est. reading time":"36 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/","url":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/","name":"ETF Portfolio Tracker Spreadsheet - Mister Habit","isPartOf":{"@id":"https:\/\/misterhabit.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/#primaryimage"},"image":{"@id":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/#primaryimage"},"thumbnailUrl":"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/etf-portfolio-tracker-template-.jpg","description":"Manage your investment funds and ETFs portfolio with this Google Sheets template. No matter your strategy, control and optimize your portfolio with a practical, easy-to-use tracking spreadsheet.","breadcrumb":{"@id":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/#primaryimage","url":"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/etf-portfolio-tracker-template-.jpg","contentUrl":"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/etf-portfolio-tracker-template-.jpg","width":525,"height":295,"caption":"ETF and Investment Fund Portfolio Tracking Template (Google Sheets, Excel)"},{"@type":"BreadcrumbList","@id":"https:\/\/misterhabit.com\/en\/etf-portfolio-tracker-spreadsheet\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/misterhabit.com\/en\/"},{"@type":"ListItem","position":2,"name":"ETF Portfolio Tracker Spreadsheet"}]},{"@type":"WebSite","@id":"https:\/\/misterhabit.com\/en\/#website","url":"https:\/\/misterhabit.com\/en\/","name":"Mister Habit","description":"Your guide to a well-organized financial life","publisher":{"@id":"https:\/\/misterhabit.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/misterhabit.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/misterhabit.com\/en\/#organization","name":"Mister Habit","url":"https:\/\/misterhabit.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/misterhabit.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/logo-mister-habit-bullet-b.png","contentUrl":"https:\/\/misterhabit.com\/en\/wp-content\/uploads\/logo-mister-habit-bullet-b.png","width":512,"height":512,"caption":"Mister Habit"},"image":{"@id":"https:\/\/misterhabit.com\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/mister_habit","https:\/\/www.linkedin.com\/company\/mister-habit"]}]}},"_links":{"self":[{"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/pages\/22","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/comments?post=22"}],"version-history":[{"count":18,"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/pages\/22\/revisions"}],"predecessor-version":[{"id":140,"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/pages\/22\/revisions\/140"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/media\/111"}],"wp:attachment":[{"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/media?parent=22"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/categories?post=22"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/misterhabit.com\/en\/wp-json\/wp\/v2\/tags?post=22"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}