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Hey Team,

Several of you have asked how IA manages the portfolio allocations he shares every week. The answer is simple—this is the method we use.

For those focused on crypto, we also have a more advanced Portfolio Tracker available here:

https://community.investanswers.io/t/ia-digital-asset-portfolio-tracker-resources-start-here/16543/2

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How to Make Your Own Portfolio Allocations Tracker

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Comments

Sonic Bee

Thank you Jacob! And for the extra info in the comments. Another request here for tracking options as well please!

Scooby

Thanks a lot Jacob!! Copy that!! Lots of people new to Excel, please do learn, this is the basics and you cannot find a better teacher than Jacob, so patient and delivers his message in such a way that even a dumb person should be able to understand, it's all about your interest to learn. Thanks a lot Jacob and to James as well, the community is learning every day something new!!

W

Thanks a lot. Could we have a similar video about how to accurately track cost basis with ease? I had a formula for this but later realised that it only remains accurate if you buy only. The formula doesn't factor in disposal/selling into the cost basis figure (which makes it not fit for purpose).

B1ackSwan

We need one to generate 1099 and all the other crazy forms the IRS in US wants, particularly if you self custody. I tried to develop an APP vibe coding, works okay but I think there is probably a simple spreadsheet solution. Plus the rules and forms are changing for 2026

bettercallSOL

I would also like to see a linear graph showing the value of the portfolio over time. This way you can see how it grows daily and where it had hit a snag and identify that. PS thanks for the remedial spreadsheet info. How safe is it for google to know our numbers?

69elephants

Thank you! This is so much better than what I was doing mostly manually.

Jack Cannon

Hi there- this link is no longer working, could it be sent again please?

OGL Holdings LTD

Hi Jacob, As IA, I also have LEAPS Positions (TSLA, for example) - How are these represented in the portfolio? Is there a formula for that to take into consideration the Strike and the current stock value? Thank You

Horsegal33

WOW This was an amazing tutorial! Thank you Jacob and James!

Ruth Etheve

Thank you, I have a chart I can refer to now, so much more clarity