Asset Portfolio Ledger & Allocation Tracker
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Total Invested Principal
€0.00
Unrealized Return (Floating)
€0.00
Realized Returns (Locked In)
€0.00
Stock / Crypto Allocation
0% / 0%
➡️ Log Asset Purchase or Rebalance
Stock / ETF
Cryptocurrency
Buy (Accumulate)
Sell (Liquidate)
Active Holding (Open Position)
Fully Liquidated (Closed Position)
Core Growth Allocation
Dividend Income Yield
Undervalued Asset Play
High-Risk Speculative
Regular Dollar-Cost Averaging
Commit Asset Entry to Ledger
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📥 Bulk Import Asset Statements (.csv)
📁 Choose Broker CSV File to parse historical asset columns
📋 Interactive Asset Holdings Ledger Sheet
ID
Date
Asset Ticker
Category
Type
Holding Qty
Cost Basis
Target Value
Market Price
Net Profit/Loss
% Return
Strategy Class
Investment Thesis Notes
Modifications