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Stock & Crypto Dashboard
Stock & Crypto Dashboard
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How to get started
- Click 'Download Now' and follow steps to checkout
- Check your email for the download link and license key
- Download the files to Windows or Mac
- Register your application with your license key
- Read the PDF Setup Instructions for instructions
Collapsible content
Product Specifications
Latest version number: V1
This is a Licensed Excel Workbook. Use of Macros is required.
This workbook uses live pricing data from external sources.
Sources: CoinGecko, Google Finance, LSEG Data & Analytics
Features:
- Portfolio Summary
- Overall Portfolio Value
- Return on Investment
- Stock vs Crypto Investment Allocation Chart
- Stock Dashboard
- Key Portfolio Metrics
- Sector Allocation
- Portfolio Allocation
- Cap Size Allocation
- 5 Stock Screener
- Today's Top Performer Widget
- Stock Portfolio
- Live Current Price
- Day Change with 7 Day Change Graph
- Sector Information
- Market Cap (Billions)
- Cap Size Data
- Beta
- Current Holdings Summary Information
- 1 Day Return on Investment
- Total Gain/ Loss
- Total Portfolio Value
- Crypto Dashboard
- Top 10 Coins by Market Cap
- Live Crypto Pricing
- Key Portfolio Metrics
- ROI Chart
- Coin Allocation Chart
- Crypto Portfolio
- Live Current Price
- 7 Day Trend
- Day Change
- Market Cap (Billions)
- Current Coin Summary Information
- 1 Day Return on Investment
- Total Gain/Loss
- Total Portfolio Value
- Transactions Input
- Buy, Sell, Dividend Inputs
- Error Checking
- Guided Input
- Settings
- Name customisation
- Profile picture
- All currencies supported
- All languages supported
Please note:
- This workbook is Macroenabled.
- Logos cannot be deleted.
- Sections of the template are password protected for Intellectual Property protection.
- Modification of the original template sheets is not permitted.
- System Requirements:
Windows or Mac Computers ONLY
Microsoft Excel Office 365
End-user License Agreement
Copyright Notice and End-user License Agreement
Copyright Notice
© 2024 The Trustee for ABDULLA FAMILY TRUST . All rights reserved.
All content, templates, and materials provided on this website, including but not limited to spreadsheets, documents, and associated resources, are the exclusive property of The Trustee for ABDULLA FAMILY TRUST, doing business as MAP YOUR FINANCE (“mapyourfinance.com”). Any unauthorized reproduction, distribution, display, or use of these materials, in whole or in part, without the prior express written permission of mapyourfinance.com, is strictly prohibited.
Users are expressly prohibited from utilizing any template or material as a foundation for creating derivative works, modifications, or adaptations, whether for personal, commercial, or any other purpose, without the prior express written authorization of mapyourfinance.com. Any such unauthorized use may constitute a violation of applicable copyright laws and will be subject to legal action.
End-user License Agreement
1. Definitions
In this Agreement:
"Agreement" means this End-user License Agreement as amended from time to time.
“License Key” means the license key emailed to You for application registration.
"mapyourfinance.com" means the owner and licensor of the Template – The Trustee for ABDULLA FAMILY TRUST, doing business as MAP YOUR FINANCE.
"Single Use" means the use of the Template and Your License Key for single use only solely by You for non-commercial purposes, and for the avoidance of doubt specifically excludes sub-licensing purposes.
"Template" means any template purchased and downloaded from mapyourfinance.com’s website.
“You” and “Your” means you – the end-user and licensee.
2. License Grant
Upon purchase, mapyourfinance.com grants You a personal, non-exclusive , non-transferable license to use the Template and Your License Key for Single Use only in accordance with the terms of this Agreement (“License”). This License does not grant any rights to adapt, modify, resell, redistribute, sublicense, or otherwise transfer the Template in any form, whether modified or unmodified.
3. License Restrictions
You are expressly prohibited from reproducing, distributing, or making the Template and Your License Key available to third parties, whether for commercial or non-commercial purposes. Any unauthorized use of the Template may result in legal action by mapyourfinance.com.
4. Disclaimer of Warranty
The Template is provided "as is" without any warranty, express or implied. mapyourfinance.com does not warrant the accuracy, completeness, or fitness for a particular purpose of the Template. By using this Template, you agree that it is your responsibility to verify its accuracy and appropriateness for your specific situation. mapyourfinance.com is not liable for any errors, omissions, or issues related to third-party software or data integrations used in conjunction with this Template.
5. Limitation of Liability
In no event shall mapyourfinance.com be liable for any special, incidental, indirect, or consequential damages arising out of or in connection with the use or performance of the Template.
6. Changes to Terms
mapyourfinance.com reserves the right to modify the terms of this Agreement at any time. Any such modifications will be effective immediately upon posting on mapyourfinance.com’s website .
7. Termination
mapyourfinance.com may by written notice immediately terminate the License in the event You breach a term of this Agreement. Upon termination, You must cease all use of the Template and Your License Key.
8. Severability
If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.
9. No Assignment
You may not assign or attempt to assign or otherwise transfer or encumber any right or obligation arising out of this Agreement.
10. Governing Law
This Agreement and its subject matter are governed by the laws of Victoria, Australia and You submit to the exclusive jurisdiction of the courts of Victoria, Australia and any courts that may hear appeals from those courts in respect of any proceedings in connection with this Agreement and its subject matter.
By using the Template, You agree to be bound by the terms of this Agreement.
FAQ
Is the template compatible with Excel?
The template is designed to work on both Windows and Mac computers with Excel 2021 or later. Please use the latest Office 365 package to avoid any compatibility issues. You will receive a .xlsm file (Macro Enabled).
It is not compatible with Google Sheets.
How do I set up my template?
We've prepared PDF Instructions to help you set up. If you have any further questions, please contact us!
How long do I have to wait for my download link?
After purchasing a template, the download link will appear in a few seconds on your order confirmation page. We will also email you the same download link.
Where do I find my license key?
Your unique license key will be sent to you in a seperate email.
Can I share the template or license with others?
Upon purchase, mapyourfinance.com grants the licensee a personal, exclusive, non-transferable license to use the Template for Single Use only. This license does not grant any rights to resell, redistribute, sublicense, or otherwise transfer the Template in any form, whether modified or unmodified.
The licensee is expressly prohibited from reproducing, distributing, or making the Template and License available to third parties, whether for commercial or non-commercial purposes. Any unauthorized use of the Template may result in legal action by mapyourfinance.com.
Do you provide updates to the template?
Absolutely! Your purchase includes free version updates. If we make any changes or improvements, we will email you a new download link.
Do I need the password to use the template?
All features of the template which you need to edit are unlocked and not protected. We do not provide the password for two reasons:
1. Accidental Formula Deletion - If a formula is deleted, the spreadsheet can report incorrect values and will be difficult to troubleshoot.
2. Intellectual Property - we can't have others modifying and duplicating our work!
Product Disclaimer: This template is for personal finance tracking purposes only. It should not be taken as constituting professional financial advice, and MAP YOUR FINANCE disclaims any responsibility for the outcomes of your financial decisions. MAP YOUR FINANCE is not a financial adviser. You should consider seeking independent legal, financial, taxation or other advice to check how the template relates to your unique circumstances. The template should not be taken as a substitute for professional advice. It is each user’s responsibility to set up and maintain the template correctly to ensure accuracy. By using this template, you agree that it is your responsibility to verify its accuracy and appropriateness for your specific situation. If in doubt, please consult a professional. Please read our full End-user License Agreement for details.