Welcome to
ZestFi
Optimize Your Finances, Maximize Your Life
Product Suite
Powered by Google Sheets™. Supercharged with AppScript.
Simplifying your life one spreadsheet at a time.
Income & Expense Tracker
Effortlessly track income and expenses in any currency with custom categories and analytics. New features include automated billing reminders, batch transaction input, and Flex Queries.
Ultimate Travel Organizer
Assign tasks to trip participants, track progress, and send reminders with a click. Convert timezones effortlessly. Stay on top of expenses in multiple currencies, manage transactions, and split costs seamlessly.
ZestFi Expense Splitter
Easily split bills with a simple 3-step process. Keep precise records of who paid what, manage exemptions and customized portions, and save time with automatic calculations. Track settled debts—all on a single page.
Stock Portfolio Tracker
Track stocks, ETFs, REITs, and more in multiple portfolios, including international stocks. Enjoy advanced performance metrics, flexible sorting, and beautiful dashboards in any currency.
Multi-Account Balance Manager
Consolidate all bank statements into one. Gain insights with flexible ledger views, equity curves. Set up virtual sub-accounts for specific saving goals. Stay organized with customizable categories and advanced analytics on the dashboard.
ZestFi Multiple Expense Splitter
Perfect for group trips or lunches with colleagues. Split complex costs, keep records of multiple expenses, manage exemptions and customized portions, save time with automatic calculations, and track settled debts—all on a single page.
Options Strategist
Log your options trades p/l and analyze them. Calculate options payoff for up to 4-legged strategies, including those involving underlying stock holdings. Visualize strike levels versus stock price and manage multiple option portfolios effortlessly.
Equity Explorer
Access live quotes from major indexes and forex markets. Customize up to 4 FX pairs and moving averages for detailed chart analysis. Enhance your view with three additional customizable columns of financial metrics.
Freebies
Investment Analysis Toolkit
An ever-growing collection of financial templates designed to help you analyze stock portfolios and manage your personal finances more effectively.
Options Payoff Calculator
Calculate your option payoff in seconds. Visualize strike levels versus stock prices, and calculate P/L for stock-based strategies like covered calls. Save time and energy and focus on refining your option strategy with our clean, user-friendly interface.
Ultimate Travel Organizer Demo (with discount code)
Explore the template with this free demo, showcasing features from research, planning and a full itinerary to expense breakdowns of a real trip.
The BEST stock portfolio tracker on Google Sheets
Your ultimate companion for managing and monitoring your investments. Track stocks, ETFs, REITs, indexes, and more across multiple portfolios.
See it in action
Want to learn more about our Income & Expense Tracker? Check out this demo.
Into options trading? Get a payoff calculator for FREE
We got great news for you. Unsure about getting the more advanced Options Strategist? Try our free Option Payoff Calculator now and experience it firsthand.
Check out the latest blog posts
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Make Your Own Portfolio Tracker In Google Sheets (Part 2)
We’ll now get to the columns that we’ve left blank from our previous tutorial. First, let’s select cell B2, then in the menu above, go to “Data” > “Data validation”. Under “Criteria”, select “List of items”, and type “Open,Close” in the box next to it. This creates a dropdown menu in cell B2 consisting of…
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Make Your Own Portfolio Tracker In Google Sheets (Part 1)
Intro This will be a series showing you each step in developing a portfolio tracker on Google Sheet. We’ll start by building a tracker that tracks the p/l of your current stock positions and the p/l of your closed positions. As the project progresses, we’ll develop more advanced functions, some of which you can see…
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Put Ratio Backspread: A better alternative to the Covered Call?
The prospects of selling Covered Calls are attractive to investors as the strategy can be used to generate extra income in the form of option premiums when an option is out-of-the-money at expiration. However, it is important to note that this strategy does not provide much downside protection. In a case of a precipitous drop…
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