Drop your GC_Investment_Tracker.xlsx file below, or click to browse. The dashboard will populate from your Investments, GC_Framework, and CashFlow_Chart sheets.
⤓ Drop tracker here
or click to browse · .xlsx only · stays on your computer
First time? Quick setup:
Open the bundled GC_Investment_Tracker.xlsx in Excel or Google Sheets
Enter your private deals on the Investments tab
Optional: fill the GC_Framework tab for memo-derived insights
Save the file, then drop it on the zone above
Allocation by Asset Class
FUNDED $
R-Code Coverage
FIVE-SLEEVE ARCHITECTURE
Maturity & Liquidity Ladder
DEALS BY EXPECTED RETURN YEAR
Capital Call & Preferred Distribution Flow
QUARTERLY SD-IRA CASH FLOW · RED = CALLS OUT | GREEN = INCOME IN
Capital CallsPreferred DistributionsPast (faded)
Sync Tracker Spreadsheet
MERGE MODE — GC MEMO DETAILS PRESERVED
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Drop tracker XLSX here or click to browse
Investments sheet will be parsed; $ values updated; GC framework data preserved