Investment Fund Administration Made Simple. Portfolio Tracking & Shares Accounting
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Listing updated:March 2, 2024
Works with:
5K+
Overview
Spreadsheet•Fund completely automates Investment Fund Administration and Portfolio Management in one Google Spreadsheet.

Features:
- Portfolio tracking for cryptocurrencies, stocks, forex or any custom asset like real estate, precious metals, ETFs, etc
- Free real-time market rates for 15000+ crypto, 35 000+ stocks
- Auto-sync balances from wallets and exchanges (19+ integrations with 15+ blockchains)
- Accounting for shares of investors by mutual units
- Proper performance/entry/redeem/management fees accounting
- Auto-recording of portfolio snapshots and performance.
- Telegram notifications
- Automatic customizable public reports
- Portfolio rebalancing and more...

Sync balances from:
15+ blockchains, 1000+ DeFi Protocols, Binance, Bittrex, Bitfinex, Bitmex, Bybit, Kraken, HitBTC, KuCoin, Poloniex, FTX, OKEX, Coinbase, Coinbase PRO, 3commas, MyFXBook 

Watch the Demo video:
https://www.youtube.com/watch?v=K10sfTCsERo
Additional information
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Spreadsheet•Fund will ask for the permissions shown below. Learn more
Spreadsheet•Fund will need access to your Google account
This will allow Spreadsheet•Fund to :
See, edit, create, and delete all your Google Sheets spreadsheets
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
Allow this application to run when you are not present
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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A User of Spreadsheet•Fund
August 17, 2019
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.
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Fan Tasma
May 13, 2021
It is a great app easy to use and amazing customer service.
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Azadeh Mollaei
June 16, 2021
Good .
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Jayesh Karande
May 12, 2021
Great tool
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A User of Spreadsheet•Fund
May 26, 2019
A handy tool to track your balances. You have to use only one sheet for controlling cryptocurrencies on different cryptocurrency exchanges. What could be easier?
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Zakir Hossain
October 16, 2020
Loved it
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A User of Spreadsheet•Fund
August 18, 2019
This addon is trully 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 properly perform rebalancing without 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 developers. This piece of software definitely worth its price
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Alireza Hajighasemi
December 14, 2020
Is there any fund management sheet or software like this?
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Samson Assefa
December 3, 2020
Samson Assefa Gebrehiwot
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