Alternative Investments Portfolio Tracker
Keep every REIT, crowdfunding deal, private note, metal, collectible and crypto position in one place — with lock-ups, fees and your own allocation limits in view.
What you get
- A Holdings tab for up to 50 positions: amount invested, current value, last valued date, gain / loss, income received, yearly fee and earliest exit date
- An Allocation tab that totals each category and flags any slice that is over the maximum % you set
- A liquidity view: how much you can sell any day, how much is locked for up to 12 months and how much for longer
- A Fee Drag calculator that shows what a yearly fee costs over the years you plan to hold, on a return assumption you choose
- A plain-English Start Here tab and colour-coded input cells
Why it exists
Alternative investments are often harder to sell, valued less often and more expensive to own than index funds — and the details live on five different platforms. The tracker keeps the three numbers that get forgotten in one place: when you can get out, what you are paying, and how big the slice has become.
Format
Microsoft Excel (.xlsx) — opens in Excel, Numbers, LibreOffice and Google Sheets. Instant download after checkout.
Alternative Investments Portfolio Tracker
Price: $27 · one-time
Get the Alternative Investments Portfolio Tracker — $27Educational tool only. Not investment, tax or legal advice, and not a recommendation of any security, fund, platform or asset. Smart Money Financial is not a broker-dealer or investment adviser.