{"product_id":"portfolio-tracker-excel-google-sheets","title":"Portfolio Tracker — Excel \u0026 Google Sheets","description":"\u003cp\u003eOne spreadsheet for your investments: holdings, dividends, contribution room, net worth and goals. Works for US and Canadian accounts.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eA dashboard with your value, gains, income and goal progress\u003c\/li\u003e\n\u003cli\u003eLive prices and USD\/CAD rates in Google Sheets (a copy is included); manual prices in Excel\u003c\/li\u003e\n\u003cli\u003eHoldings in USD and CAD, totalled in your home currency\u003c\/li\u003e\n\u003cli\u003eA dividend log with monthly income and a 12-month projection\u003c\/li\u003e\n\u003cli\u003e401(k), IRA, HSA, TFSA, FHSA and RRSP room, with age-based limits\u003c\/li\u003e\n\u003cli\u003eShows where your next contribution should go to stay on target\u003c\/li\u003e\n\u003cli\u003eNet worth over time and a 50-year goal projection\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eExcel file (.xlsx) plus a link to your own Google Sheets copy. Instant download.\u003c\/p\u003e\u003cp\u003e\u003cem\u003eEducational tool, not financial advice.\u003c\/em\u003e\u003c\/p\u003e","brand":"Asset Class Co.","offers":[{"title":"Default Title","offer_id":68067897508061,"sku":"ACC-TRACKER","price":9.99,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0857\/6545\/6093\/files\/acc-cover-tracker_60802eae-54c7-4ecf-be8f-365425194849.jpg?v=1792090807","url":"https:\/\/assetclassco.com\/products\/portfolio-tracker-excel-google-sheets","provider":"Asset Class Co","version":"1.0","type":"link"}