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How do you track your profit / losses for your account

  • 21-07-2022 10:32pm
    Registered Users Posts: 2,277 ✭✭✭


    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.


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

    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.