Investment Portfolio Tracker (Excel & Google Sheets)
Efficiently manage and analyze your investments with this all-in-one Investment Portfolio Tracker.
Key Features:
- Transaction Tracking – Record all investment transactions in structured tables, including stocks, ETFs, funds, and other portfolio activities with clear organization and categorization.
- Portfolio Dashboard – Track portfolio value, asset allocation, performance, and unrealized and realized gains in a centralized, structured dashboard.
- Dividend Tracking – Monitor dividend payments, income history, and dividend performance across your investment portfolio.
- Performance Analysis – Analyze portfolio growth, returns, and overall investment performance with automated calculations and clear financial insights.
- Asset & Holdings Management – Manage all investment assets, including stocks, ETFs, and funds, with key details such as quantity, market value, sector, and allocation.
- Automated Calculations – All totals, portfolio values, returns, and key metrics are calculated automatically for accuracy and efficiency.
- Fully Customizable – Easily adapt asset categories, portfolio structure, and tracking setup to match your personal investment strategy.
- Compatible with Excel and Google Sheets, allowing you to choose the platform that best fits your workflow.
