Investment Portfolio Tracker
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Investment Portfolio Tracker
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What's Included
Overview
Track investment portfolios with holdings, transactions, asset allocation, and dividends. Includes performance dashboards with benchmark comparison.
Know your numbers without building the spreadsheet from scratch. This 6-tab workbook gives you portfolio overview with cost basis, current value, and gain/loss and transaction log for buys, sells, fees, and dividends right out of the box, with formulas already doing the math.
Covers Portfolio Overview, Transaction Log, Asset Allocation, Dividend Tracker and 2 more. Designed for individual investors and financial advisors. Conditional formatting highlights what needs attention. Data validation keeps entries clean.
Excel and Google Sheets formats included. Sample data pre-loaded, plus a blank version ready to go.
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Worksheets Included (6)
Key Features
- Portfolio overview with cost basis, current value, and gain/loss
- Transaction log for buys, sells, fees, and dividends
- Actual vs. target asset allocation with rebalancing signals
- Dividend income tracker with yield calculations
- Performance dashboard with benchmark comparison
Ideal For
- Individual investors
- Financial advisors
- Portfolio managers
- Retirement planners
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