Investment Portfolio Tracker
Keep tabs on all your investments in one place. Track stocks, bonds, ETFs, mutual funds, and crypto across multiple accounts. Automatic gain/loss calculations, portfolio allocation charts, and dividend tracking included.
Features
- Track unlimited holdings across multiple brokerage accounts
- Automatic gain/loss and return percentage calculations
- Portfolio allocation breakdown by asset class
- Dividend income tracker with yield calculations
- Cost basis tracking for tax purposes
- Performance comparison against S&P 500 benchmark
What's Included
- Holdings input sheet with account grouping
- Portfolio dashboard with allocation charts
- Dividend tracker tab
- Performance history tab
- Transaction log for buys and sells
Investment portfolio tracker with asset allocation pie chart and performance table
Download Investment Portfolio Tracker
Enter your email to get instant access. Free, no credit card required.
We'll also send you our best financial tips. Unsubscribe anytime with one click.
User Reviews
“Exactly what I needed to get my finances organized. The formulas are well-built and easy to customize.”
“I've tried dozens of budget templates and this is by far the cleanest and most practical one.”
“Very comprehensive. Took a few minutes to set up but once I did, it's been saving me hours every month.”
Related NexTool Calculators
Use these free calculators alongside your template
Similar Templates
You might also like these templates
Stock Options Calculator
Model the value of your stock options (ISOs and NSOs) under different scenarios. Calculate potential gains at various stock prices, model tax implications for both types, and plan your exercise strategy to minimize taxes.
Simple Monthly Budget
A clean, easy-to-use monthly budget spreadsheet that tracks your income and expenses across common categories. Perfect for beginners who want to start budgeting without complexity. Pre-built formulas automatically calculate your remaining balance and savings rate.
Basic Expense Tracker
Track every dollar you spend with this straightforward expense tracker. Log daily transactions, categorize spending, and see weekly and monthly totals at a glance. No complicated setup — just start entering your expenses.
Frequently Asked Questions
What format are the templates in?
Can I use these templates with Google Sheets?
Are the free templates really free?
Can I modify the templates?
What do I get with Pro templates?
Stay Updated
Get notified about new tools, features, and exclusive deals. No spam, ever.