Build a Portfolio Tracker That Updates Itself
One sheet, every account. Stocks, ETFs, dividends and crypto from 10,000+ brokerages and crypto exchanges, kept current automatically.
14-day free trial. Cancel anytime.
From Brokerage to Tracker, Live
Holdings, trades and dividends flow from every account into the tracker you build.
Pick Where You Want to Build It
Same data, your tool. BankSync ships a free template for each.
What Goes Into Your Tracker
Holdings, every account
Ticker, units, cost basis, market value and unrealized gain across taxable, IRA, Roth, 401(k) and crypto.
Trades, backfilled
Up to 24 months of buys, sells and dividends on first sync; incremental from there.
Dividends and income
Cash and reinvested dividends, interest and staking rewards, with dates and amounts.
Allocation, ready to chart
Asset class, sector and exchange tagged on every row. Pivot any way you want.
Portfolio Tracker FAQ
What is the best portfolio tracker for stocks and crypto?
A portfolio tracker built on a spreadsheet or Notion workspace gives you the most flexibility, since you control the schema and the formulas. BankSync auto-syncs holdings, trades and dividends from 11,000+ brokerages and crypto exchanges into the destination of your choice (Google Sheets, Notion, Airtable or Excel).
How do I build a portfolio tracker in Google Sheets?
Sign up for BankSync, connect your brokerage and crypto accounts, pick Google Sheets as the destination, and choose the BankSync portfolio template. Holdings, trades and dividends sync into your sheet on a schedule, ready to chart and analyse.
Can I track stocks and crypto in one tracker?
Yes. BankSync uses one schema for brokerage and crypto holdings, so a single tracker shows stocks, ETFs, options and crypto side by side. Total portfolio value, allocation and gain calculations work out of the box.
Is there a free portfolio tracker template?
BankSync ships free portfolio templates for Google Sheets, Notion, Airtable and Excel. Connect your accounts on the 14-day free trial and the template populates automatically.
How often does the tracker refresh?
BankSync can run hourly, daily, or weekly depending on your plan. You can also trigger a manual sync whenever you want the latest provider-supplied values.
Build Your Portfolio Tracker
Connect every account once. Open your tracker, the numbers are already up to date.
14-day free trial • Cancel anytime