🧠 How I Took Control of My Investments (Without an Expensive Advisor)
For years, I was doing what most beginner investors do — throwing money into a few ETFs, checking my portfolio once in a while, and hoping for the best.
But as my investments grew, so did my anxiety.
• Was I diversified enough?
• How much income was I actually making from dividends?
• What was my real ROI across all my accounts?
The truth? I had no clue.
Why Most Investment Tracking Fails
Most broker apps are great for transactions, but terrible at giving you a big-picture view. I had accounts on Robinhood, Vanguard, and Fidelity — and none of them talked to each other.
I tried budgeting apps.
I tried spreadsheets.
I even tried Notion templates.
Nothing really worked the way I wanted.
So I built my own solution — and now it’s available to help others too.
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✅ The All-in-One Investment Tracker (That Runs in Google Sheets)
This tool is simple, powerful, and visual. It’s designed to give you clarity and control over your entire portfolio in just a few minutes a week.
Here’s what it does:
🔹 Track ROI and Total Returns — across stocks, ETFs, crypto, and more
🔹 Monitor Dividend Income — monthly and yearly breakdowns
🔹 Visual Asset Allocation — see if you’re overexposed in tech or underinvested in international
🔹 Net Worth Timeline — watch your financial growth over time
🔹 Cashflow & Budget Module — optional add-on for serious financial planning
You don’t need Excel skills. You don’t need APIs. Just plug in your data and it works.
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🧠 Why This Tracker Changed My Investing
• I no longer panic when markets drop. I know my allocations and income flows.
• I can clearly see when I’m over-invested in one sector or underperforming an index.
• Most importantly: I feel in control of my money.
And that’s what investing should give you.
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💸 Want to Try It Yourself?
I’m making the same template available on Gumroad for other DIY investors who want more structure without giving up freedom.
🔗 Download the All-in-One Investment Tracker Here:
https://gluckster4.gumroad.com/l/euicc
It’s perfect for:
• Long-term investors
• Dividend enthusiasts
• FIRE movement followers
• Anyone serious about growing wealth with intention
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🔄 Let’s Grow Together
If this post helped you, consider sharing or following for more content on investing smarter and living more freely. I post about tools, strategies, and real-world finance — no hype.
And if you try the tracker, I’d love your feedback.
Here’s to clarity, growth, and smarter investing 🚀
— Trenton Gluck