Investment Portfolio Tracker

Professional-grade portfolio tracking without the subscription fees. Log stock, ETF, mutual fund, crypto, and bond positions. Track cost basis, gains/losses, dividends received, and portfolio allocation. Includes rebalancing alerts and a performance comparison against the S&P 500 benchmark.

What's included

Multi-asset class tracking

Cost basis & gain/loss calculator

Dividend income tracker

Portfolio allocation visualization

S&P 500 benchmark comparison

Tax lot tracking for tax season

Compatible formats

Excel (.xlsx)

Google Sheets

This template is provided for educational and planning purposes only. It is not a substitute for professional financial advice. Always consult with a qualified financial advisor before making financial decisions.

$5.99

One-time purchase

Instant download after purchase

30-day money-back guarantee

Free lifetime updates

Email support included

Works in Excel & Google Sheets

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