Ultimate Investing Dashboard & Tracker Template

$24.99

$65(62% off)

Ultimate Investing Dashboard & Tracker Template

Meet the creator

@aziato

Grab the exact beginner investing tracker and dashboard I used to track my 6-figure portfolio!

🧠 If you’ve ever:

Saved money but felt unsure what to invest in
Bought a stock without fully understanding it
Watched investing videos but never took action
Felt overwhelmed choosing between ETFs
Wanted to build a portfolio… but didn’t know how to structure it

This system walks you through it step by step!

Inside, you’ll learn how to:

✔️ Create your own portfolio strategy based on your time horizon and goals

✔️ Decide how much to allocate to ETFs vs individual stocks

✔️ Understand what you’re actually buying before you invest

✔️ Use a structured stock & ETF checklist to evaluate opportunities

✔️ Track your net worth and portfolio growth in one place

✔️ Move from “saving money” to actually building wealth

This is the dashboard that turns confusion into clarity.

What’s Inside

📊 Portfolio Builder Dashboard

Design your own allocation strategy based on risk tolerance, timeline, and financial goals.

📈 ETF & Stock Research Checklist

A beginner-friendly framework to help you read and evaluate:

Expense ratios
Holdings
Diversification
Revenue growth
Profitability
Risk metrics

💰 Net Worth & Investment Tracker

See your money move. Track contributions, growth, and milestones toward $100K.

🧠 Strategy Planner

Clarify:

Why you’re investing
What you’re investing for
When you’ll need the money
How aggressive your portfolio should be

Important Note

This is an educational investing system. It does not provide personalized financial advice.

You make your own decisions! This just gives you the structure and a system.

$24.99

$65(62% off)

Buy together and save

Ultimate All-in-One Budget Tracker

$10

$19.99

-50% off

Customer reviews

1/5

gr******@******.com

I finally understand what stocks and ETFs I’m buying! I’ve watched investing content for years but still felt unsure every time I actually went to buy a stock. This planner was the first thing that showed me what to look for and why. I feel way more confident making decisions now instead of guessing. Best purchase to start off the new year 😊

fa******@******.com

I originally bought it for stock education purposes, but I was pleasantly surprised that this planner ended up changing how I think about money AND taught me how to read stocks. What surprised me most was the mindset section. I didn’t realize how much my avoidance around money was affecting my decisions. Starting there made the rest of the planner feel calmer and way less intimidating, especially as a beginner to investing. I told all my friends to buy this planner! We need to normalize this

da******@******.com

I love how everything in one place. I’ve downloaded so many finance templates that I never touched again. This one actually makes sense because everything is connected. Mindset, net worth, goals, and investing. I’ve checked in on my money more in one month than I did all last year. Best investment I made to start off 2026.

ta******@******.com

the stock checklist is the game changer!! the stock and ETF checklists alone are worth it. I finally know how to review a company (and previously used to save a bunch of tiktoks to learn how). it feels like I’m actually learning how to think like an investor, not just copying someone else. p.s. I had a convo about tech stocks with my dad and brother last night, and it was the first time i felt like i knew what i was talking about!! this journal has helped me self confidence a lot xx

cr******@******.com

I'm surprised its priced so low because it should be way higher for what you get out of it tbh This is way better than those spreadsheet templates. It's a whole new way i look at investing and it's a system I’ll keep using. I like that it includes quarterly and annual reviews. I'm more intentional instead of emotionally buying with my money.