How To Track All Your Investments (Stocks & Crypto)

⚡️ ALL MY FAVOURITE TOOLS
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🔥 STOCK BROKERS

► ETORO
One Stock Broker For Everything You Need. Very user-friendly
https://med.etoro.com/B12087_A122937_TClick_Syt.aspx

eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. eToro USA LLC and eToro USA Securities Inc.; Investing involves risk, including loss of principal; Not a recommendation. This video should not be construed as investment advice.

► INTERACTIVE BROKERS
My personal broker of choice where I hold the majority of my investments
https://smartmoneywithkai.com/ibkr

► TRADING 212
Invest in stocks and ETFs with zero commission.
Get a free share worth up to €100 by using my link below
https://smartmoneywithkai.com/trading212

► LIGHTYEAR
Low-cost broker for Stocks & Commission-Free ETFs
Great option for EU & UK investors
Get $10 of stocks. Use Code KAI10
https://smartmoneywithkai.com/lightyear

Capital at risk. The provider of investment services is Lightyear Financial Ltd for the UK and Lightyear Europe AS for the EU. Terms apply: lightyear.com/terms. Seek qualified advice if necessary. 


💰 FAVOURITE TOOLS

► SEEKING ALPHA
My favourite stock research tool - Get your special offer with my link
https://www.sahg6dtr.com/24S3X36/R74QP/

► GETQUIN
My favourite Dividend & Investment Tracker. Auto-sync all your brokers
https://smartmoneywithkai.com/getquin

► NEXO
Get $35 worth of Bitcoin
https://smartmoneywithkai.com/nexo

► LEDGER
Keep your Crypto safe with the industry-leading hardware wallet
https://smartmoneywithkai.com/ledger


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Disclaimer: I am not a financial advisor. This video, and the ideas presented in it, are for entertainment/educational purposes only and should not be construed as financial or legal advice. You, and only you, are responsible for your investment decisions. This video, post & article should not be construed as investment advice. Capital at risk.
Affiliate Disclosure: This description contains some affiliate links, meaning that I may earn a small commission if you click through and use these links, at no additional cost to you.


In this video, I will show you the best and easiest way to track all your investments and portfolios into one easy overview dashboard.

Using Yahoo Finance Portfolio overview, you can add all your Stocks, ETF's & Crypto investments to it. Every time you buy and sell any of those you just quickly update it either on the website or app and it syncs across all your devices. Best of all, it's free and super simple to use. Just register on their website and you are good to go.

You can export all previous trades from all your brokers and exchanges and then just import them into your portfolio summary of Yahoo Finance.

The notes feature is particularly handy as it can help you keep track of which broker or exchange you bought your investments from. If you live in the US you can even link your broker so it automatically ads any new investment to your portfolio.

I use it both on desktop and on the go on my phone as their app is outstanding, it even has a widget which I have on my iPhone so I can always see what is happening across all my investments at a glance.

This is a much better option than Google Sheets, Excel, or others and I can't recommend it enough. Just get in the habit to record every transaction, buy or sell and you will quickly have a much better understanding of how your portfolio is doing, get better insights and learn from it to become a better investor in the long term.

1. Google Sheet
https://cutt.ly/kUWn32V
2. Portfolio Performance
https://www.portfolio-performance.info/
3. Yahoo Finance
https://finance.yahoo.com/


▶️ TIMESTAMPS

00:00 Intro
00:58 Google Sheets Stock Tracker
01:30 Portfolio Performance Stock Tracker
02:23 Coinbase Portfolio Overview
03:27 Yahoo Finance Portfolio Tracker
04:44 Add a new Portfolio
05:06 Add Stocks to your Portfolio
07:20 Add Crypto to your Portfolio
09:46 Import & Export your Portfolio
11:25 Yahoo Finance Mobile App to track your Portfolio

Тэги:

#portfolio_performance #portfolio_analysis #portfolio_tracking #portfolio_tracker #portfolio_performance_tutorial #portfolio_performance_crypto #portfolio_performance_etf #portfolio_performance_dashboard #portfolio_tracker_dashboard #portfolio_tracker_crypto #portfolio_tracker_for_crypto_and_stocks #google_sheets_dashboard #portfolio_tracker_for_binance #portfolio_tracker_free #portfolio_tracker_app #portfolio_performance_tracker #yahoo_finance #yahoo_finance_portfolio_tutorial

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