Cryptocurrencies New coins are adding automatically. Reliable median price from multiple sources.
Stocks New stocks are adding automatically. Stocks & crypto have conventional name mapping to avoid collisions.
How it Works?
Add-On loads into your Google Spreadsheet a set of templated sheets with UI for Portfolio Tracking, Fund Admininstration, Fund Management and Fund Accounting automation.
Add-On utilizes Google Apps Scripts for obtaining real-time market rates, balances from crypto wallets and exchanges, sending Telegram notifications, etc.
All data in your Google Spreadsheet remains private and secured. API keys which are used to sync balances do not leave your spreadsheet and stored in the Google's PropertiesService. Add-on's source code was verified by Google and can be accessible by request here.
Powerful Back-Office of your Investment Fund
All Fund's processes are as automated as possible: balances sync, portfolio tracking, entrance to the fund, redeem, transfer shares, fees taking, performance recording, reporting, etc.
Suitable for all Investment Assets. You can track any custom asset by manual entry or automate price pulling by functions like GOOGLEFINANCE
Use the flexibility and power of Google Spreadsheets. We provide professional templates, but you are free to build something yours around.
This add-on is truly amazing. It rapidly simplified the way we manage both of our funds - crypto and classic stock. All balances are automatically retrieved through APIs, rebalance sheet allows us to properly perform rebalancing without the hustle of complicated calculations. Another advantage is that you customize spreadsheet for your own needs, make reports and add any kind of assets, e.g. real estate.
Many thanks to the developers. This piece of software definitely worth its price
Fund Manager at a private fund
I have recently signed up to use this software to manage my fund and I honestly couldn't be happier!! It is user friendly and the support I received from the developers was unmatched. Anytime I had a query they were there to answer my questions which really made my life easy. I definitely recommend this product to anyone who is looking for fund management software.