Frequently Asked Questions
Everything you need to know before and after buying.
Product
What exactly do I get after purchasing?
You receive a personalized Excel file (.xlsx), a user guide, and setup instructions — delivered by email and accessible from your account dashboard.
Does it work with Google Sheets?
The tracker is built for Microsoft Excel 2016 or later. Google Sheets is not officially supported — some formulas and features may not function correctly.
What asset classes are supported?
Stocks, ETFs, Bonds, REITs, Commodities, Crypto, Derivatives, and Other. Cash is excluded by design.
What currencies are supported?
11 currencies: USD, EUR, GBP, JPY, INR, AUD, CAD, CHF, SGD, HKD, and Other.
How many holdings can I track?
The v1 tracker supports up to 30 individual holdings. This covers most individual investor portfolios.
Delivery
How is the file delivered?
Your personalized Excel file is sent to your licensed email within minutes of payment. It's also available to re-download from your account dashboard.
How is the file personalized?
Each file contains hidden license data linked to your email address. This ties the product to your purchase and prevents unauthorized redistribution.
How many times can I download the file?
Each purchase includes up to 5 downloads from your account dashboard. If you need more, additional access is available for a one-time $20 fee.
Can I transfer my license to another email?
Transfer requests are reviewed manually. If approved, your old account loses access and the new email gains it. Contact support to request a transfer.
Gifting
Can I buy this as a gift?
Yes. Select the gift option at checkout, enter the recipient's email, and we'll personalize the file for them. The order confirmation goes to your (billing) email.
Billing
What currencies can I pay in?
Stripe handles multi-currency checkout. USD is the primary price. Your local currency may be presented at checkout based on your location.
Is there a refund policy?
All sales are final. Due to the instant digital delivery nature of the product, we do not offer refunds once the file has been delivered. Please review the product page thoroughly before purchasing.
Updates
Will the tracker be updated?
Yes — product updates are free for all existing buyers. You'll be notified by email and can re-download the latest version from your dashboard.
Legal
Is this investment advice?
No. This product is for educational and personal portfolio tracking purposes only. It does not constitute investment advice. Always consult a qualified financial adviser.