Raise your hand if you own an investment outside the traditional exchange-traded universe (e.g. stocks, bonds, ETFs, mutual funds, etc.).
There’s a good chance you may be in the same boat as the 21% of Americans who have invested in crypto, 65.5% who own real estate, or contributed to the record-breaking $643 billion invested in startups. But chances are, you’re not regularly keeping up with your private investments’ performance.
I’m here to provide an old school method — a master spreadsheet for tracking alternative investments. Download for free below:
Warning: This is an arduous process.
I must warn you: this is a time-consuming and tedious process. But shockingly, it’s how most of the industry today reports and consolidates their alternative investments.
A better way to manage your alternative investments
If you’d like to give it a shot tracking manually, go for it! It’s a great way to get familiar with your investments and understand everything that goes into valuation. But there’s a better way.
AltExchange built a fully automated, free (up to $ 1 million in assets for individual investors) alternative investment management platform to do the work for you: