Investment Portfolio Tracker | Excel and Google Sheets
INVESTMENT PORTFOLIO TRACKER | EXCEL AND GOOGLE SHEETSTrack all your investments in one place. Monitor totalportfolio value, gain and loss per holding, asset allocation, and monthly performance automatically.WHAT'S INCLUDED (5 Sheets)Dashboard: Four summary cards showing total value, total invested, total gain or loss, and overall return. Asset allocation table with target vs actual. Four auto-updating charts.Holdings: Enter symbol, name, asset type, shares, cost price, and current price. Total cost, current value, gain or loss, and return all calculate automatically. Gain rows turn green, loss rows turn red. Up to 50 holdings.Transaction Log: Record every buy and sell with date, symbol, shares, price, and fees. Buy rows turn green, sell rows turn red automatically.Performance Tracker: Log monthly portfolio value. Change in dollars and percentage calculate automatically. Positive months turn green, negative months turn red.Instructions: Full getting started guide.KEY FEATURES- 4 colorful charts built into the dashboard- Gain and loss calculated automatically per holding- Asset allocation table with target vs actual- Dropdown menus for asset type and transaction type- Realistic sample data across 8 holdings included- Works in Microsoft Excel and Google SheetsWHAT YOU RECEIVE1 Excel file (.xlsx) | Works in Microsoft Excel and Google Sheets | Instant download | Lifetime accessDisclaimer: For tracking purposes only. Not professional investment advice. Consult a licensed financial advisor before making investment decisions.
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