Related: Free Net Worth Spreadsheet Asset Investment Tracker Spreadsheet It helps you stay on top of your investments with an intuitive and visually appealing spreadsheet. I recommend using this stock tracking spreadsheet in Google Sheets if you own various types of shares in multiple companies. Below this data, you can add the types of Categories for the stocks, which can be selected using a dropdown menu in the main table.īesides the tables, you can see a pie chart that shows the percentage of shares in every company and a bar graph that shows your shares in each category. On the right side, you can see the total Shares, Net Profit, and Initial investment. Then, you can add the Initial investment amount, and the spreadsheet will calculate the Net Profit amount and percentage in a new column. The company Name, Currency, Price, and Change percentage will be calculated automatically. You can enter the Ticker symbol in the column, and the template will get the values using GoogleFINANCE. In the first area, I added columns where you can input your stock information to see details about its price and the profit from that investment. This Google Sheets stock portfolio template is divided into two smaller sections.
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I created this portfolio management spreadsheet for users who want to track their shares in several companies using a simple investment tracker. Otherwise, here are the best investment tracking spreadsheets for 2024 that you can download for free: Portfolio Tracking Spreadsheet (My Favorite) Remember to use promo code “SSP” to get 50% off! If these free templates are inappropriate for your needs, check out our premium templates at SpreadSheetPoint. I created three investment tracking spreadsheets as downloadable templates so you can track your investments in Google Sheets. Related: Google Sheets Expense Tracker Best Investment Tracker Spreadsheets in 2024 And while you’re there, check out our other videos, too! Want to see how my investment tracker spreadsheet works in action? Click “ Play” to watch my new 2-minute video!Īlternatively, if you prefer, head over to our Spreadsheet Point YouTube channel to watch the video. Initial InvestmentĪdding the amount of money that you initially invested in a stock can be used to calculate the profit by subtracting the initial investment from the current total price of the stock. This can be calculated by multiplying the stock’s current price by the number of shares. SharesĪdding the amount of shares you’re holding for a specific stock makes it easier to identify the total price of your investment. Thankfully, Google Sheets has a built-in function that can do calculations to get prices in real time. Having updated prices of your shares is crucial for an investment tracker. CategoryĪdding the stock category can make it easier to group various stocks, which keeps track of a specific type of stock. For example, GOOG for Google is easy to identify, but PECO for Phillips Edison & Company can confuse some investors. NameĪlthough ticker symbols are extremely helpful, they can often be vague, so just adding tickers can be more confusing than helpful. Adding them to your investor tracking spreadsheet makes it easier to identify the stock name at a glance.
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Ticker symbols are unique identifiers used to represent the stock names in the market. When you open an investment portfolio template in Google Sheets, here are some things you should add: 1. They also offer the added benefits of privacy, simplicity, and customization. Many investor tracking tools will offer a financial dashboard that automatically tracks your investments and spending. There are many investor tracking tools you can use to organize your assets. How To Use an Investment Tracker Template in Sheets You can enter buy, sell, stock split, cash dividends, mutual funds, and stock dividends to track each asset conveniently on a desktop or from your mobile device. What Is an Investment Tracking Spreadsheet?Īn investment tracking spreadsheet, also known as a stock portfolio tracker, allows you to easily check up on your investment portfolio by providing simple-to-see stock changes through visualized data and current prices.Īn investment tracking spreadsheet has multiple purposes.