Developer description

Free Google Spreadsheets Add-On for investment fund management & portfolio tracking. Automated Back-Office of your mutual Fund suitable for any asset's class (crypto, stock, forex, real estate, and others)

- Track portfolio of cryptocurrencies, stocks, forex or any other asset with calculating of Net Asset Value in real-time.
- Auto-sync balances from wallets and exchanges.
- Accounting for shares of investors by the mutual unit.
- Automation of Entrance/Redeem/Transfer Fund's shares.
- Recording of fund performance and portfolio snapshots.
- Proper performance/entry/redeem fees automation.
- Telegram notifications.
- Portfolio rebalancing, reporting, assets valuation, and more...

Last updated 30 Sep 2019

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