How To Track All Your Investments (Stocks & Crypto)

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In this video, I will show you the best and easiest way to track all your investments and portfolios into one easy overview dashboard.

Using Yahoo Finance Portfolio overview, you can add all your Stocks, ETF's & Crypto investments to it. Every time you buy and sell any of those you just quickly update it either on the website or app and it syncs across all your devices. Best of all, it's free and super simple to use. Just register on their website and you are good to go.

You can export all previous trades from all your brokers and exchanges and then just import them into your portfolio summary of Yahoo Finance.

The notes feature is particularly handy as it can help you keep track of which broker or exchange you bought your investments from. If you live in the US you can even link your broker so it automatically ads any new investment to your portfolio.

I use it both on desktop and on the go on my phone as their app is outstanding, it even has a widget which I have on my iPhone so I can always see what is happening across all my investments at a glance.

This is a much better option than Google Sheets, Excel, or others and I can't recommend it enough. Just get in the habit to record every transaction, buy or sell and you will quickly have a much better understanding of how your portfolio is doing, get better insights and learn from it to become a better investor in the long term.

1. Google Sheet
2. Portfolio Performance
3. Yahoo Finance

▶️ TIMESTAMPS

00:00 Intro
00:58 Google Sheets Stock Tracker
01:30 Portfolio Performance Stock Tracker
02:23 Coinbase Portfolio Overview
03:27 Yahoo Finance Portfolio Tracker
04:44 Add a new Portfolio
05:06 Add Stocks to your Portfolio
07:20 Add Crypto to your Portfolio
09:46 Import & Export your Portfolio
11:25 Yahoo Finance Mobile App to track your Portfolio

[vivan]

Great video. I have a question, how to you track our sell transaction? for example if we want to do portfolio rebalancing?

[EricDucommun]

These are some good tools for tracking solutions! I have never actively traded anything, but I see how essential a tool like this would be come tax season!

[toomuchmoney]

Great Vid! Thanks for the advice ! I've started to enter everything in... but how do i add a SELL ?? Do I just put a minus (-) infront of the amount of shares i sold ?

[pung]

Nice tutorial. Is there a way to exclude a particular portfolio from the Total Value?

[randym]

Does it allow you to manually add Short Positions to the portfolio?

[buney]

Very Nice but how would I enter a fraction of a coin like Bitcoin for example if I'm not buying a whole coin?

[cpyv]

Excellent ! merci. I wonder if it's possible to change from benchmark GSPC to other index such as World index. i did not find it.

[RaiseDennis]

hey, I would like to ask a question. I am doing exactly the same as you do but it's not working correctly

[gergohorvath]

Can i add non-public, non-traded assets to my portfolio? Like a deposit with 5% interest?

[joaocosta]

What is the difference between having a stock tracker on Yahoo and having a Stock tracker on Sheets/Excel??
If anyone knows please explain it to me?🙏🏾❤️

[AxelIBKR]

Does Yahoo Finance track all dividends payments that are made?

[chukwudibosah]

Pls can I sell my Yahoo finance holding's can I link it to brokers in new York stock exchange

[dimwitsadvocate]

I'm retired and I thought tracking stocks for fun would be an enjoyable game. Let's see how much play money I can lose! Ha ha! Thank you for this extremely helpful video! I set up some stocks and bought some just for practice on the Yahoo Finance site. I subscribed to your channel and will gradually learn more and more.

[akashgjoshi]

This is a good free tool. However it does not consider stock splits even if I put in trade dates before the split date.

[antofitness]

what about when one stock make a split? In yahoo finance is not appear the right amount of shares after from split. can we do something for that?

[teenarecine]

Liked and subscribed!im so glad i found your channel.thanks so much for making very useful content.

[Alejandro-cnyp]

Keep trying these complicated excel or google sheet stuff and this seems much simpler

[tuurbo]

Does anyone know how to get an accurate balance on Crypto that has six or more zeros after the point/dot on yahoo finance since they only allow 5 or less

[s.i]

God bless you!!!
you are doing great job!!!

[whitevanman]

The Arch Linux version of Portfolio Performance works well, just one minor glitch so far.