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How do you track your profit / losses for your account

antimatterx · 2022-07-21 21:32:00

Hi I've been investing in stocks and crypto over the last few years. Some assets I did well, some I took a loss. I also have unrealized gains / losses. What is your system to keep track of everything? I'm not sure what I should be doing. Does anyone have a spreadsheet they use that they would kindly share.

21-07-2022 9:32pm

#1

antimatterx

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Join Date: August 2019

Posts: 3137

Hi
I've been investing in stocks and crypto over the last few years. Some assets I did well, some I took a loss. I also have unrealized gains / losses.
What is your system to keep track of everything? I'm not sure what I should be doing.
Does anyone have a spreadsheet they use that they would kindly share.

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Comments

#2 22-07-2022 4:04pm

massdebater

Registered Users, Registered Users 2 Posts: 2,251 ✭✭✭

Join Date: November 2009

Posts: 2171

I use Yahoo Finance to track mine. I use CoinGecko for crypto, and then just manually add its total to YF. Easy to keep track of gains/losses within each app. It's been a good year for tax loss harvesting.

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