How to Track Your Alternative Investments (+ Free Excel Template)

Raise your hand if you own an investment outside the traditional public stock market…??

There’s a good chance you may be in the same boat as the 21% of Americans who invest in crypto, 65.5% who own real estate, or contribute to the record-breaking $643 billion invested in startups.?

Chances are though, you’re not keeping up with your alts’ performance regularly.?

Here’s why you should be:

1. Get a holistic view of your portfolio and its size.?
2. Compare allocations and assess exposure in various asset classes.
3. Assess risk and asset-level and portfolio-level performance.?
4. Gauge your protection against inflation.
5. Stay organized for tax season.
6. Keep track of fees.
7. Review cash flows.

If you’d like to track your alternatives manually, we’ve put together a free, downloadable Excel template on our blog for your use.?

Warning: Tracking manually is time consuming and tedious???

Unfortunately, tracking alts manually is not the most efficient or enjoyable process.

Not to mention, there's plenty of room for human error, and it requires hours worth of researching, updating, and pulling data from external sources. But shockingly, manual tracking is still how most of the industry today does it.

A better way to track your alternative investments

AltExchange's free, (up to $1 million) fully-automated alternative investment management platform does all the above, and more, for you.

Whether you’re dabbling with small shares of cryptocurrency or hold multi-million dollar private equity stakes, AltExchange allows investors to finally experience a clear, comprehensive view of their entire portfolio of alts.

If you’re curious about automating, aggregating, and tracking your alternative investments (free), get started here or contact us at [email protected].