Investment tracker spreadsheet
Track holdings, cost basis, current value, gain or loss and allocation.
Edit online in SheetsDownload XLSX
Good for
- Portfolio tracking
- Recording purchases
Tips
- Update the Current Price column when you review.
- Gain or loss is calculated for you.
- This is a record-keeping tool, not financial advice.
About this template
This template was created by WorkFlo and is free to use for personal and commercial purposes. It is a regular XLSX file, so it opens in WorkFlo and in other office software.
Not financial advice. This is a record-keeping tool. Values you enter are not verified.